Sales Funnel
Short definition
Sales Funnel: A model of the stages a prospect passes through from initial interest to purchase.
Meaning and how it works
Each funnel stage needs clear entry and exit criteria; otherwise conversion rates cannot be compared reliably. Integration brings together customer records, telephony events and business workflows. Correct operation depends on consistent identifiers, synchronisation rules and permissions.
Business applications
- Business scenario:
A sales manager compares enquiries, consultations and closed deals at each funnel stage.
What to check before implementation
Test API failures, duplicate events, mandatory fields and recovery after temporary outages. Avoid exposing customer data unintentionally.