Learn the advantages of configuring a customized sales funnel in Pilot.
A customizable sales funnel is key to maximizing conversion. With Pilot, you can design the prospect journey and speed up the sales process for advanced leads, such as those coming from a showroom.
It also allows each type of contact to enter directly into the appropriate stage, avoiding unnecessary steps and ensuring a smooth, personalized experience. This flow can be managed through automation, optimizing the work of your sales team.
Why customize your funnel?
- Improves the quality of information available to both sales reps and managers, enabling faster and more accurate decision‑making.
- Provides clear visibility into the exact stage of the sales process each customer is in, making management and follow‑up easier.
- Delivers detailed insights that allow you to execute more efficient, timely, and conversion‑focused sales actions.
- Monitor which stage of the funnel each lead is in with the new lead reporting.¡Use this data to optimize your strategy!
Step‑by‑step setup in Pilot
- Define your funnel stages
Example:
Contacting → 2. Effective Contact → 3. Product Demo → 4. Negotiation → 5. Deal Closed - Create dynamic conditions
Pilot allows each lead to enter directly into the correct stage of the sales process through automation rules.
For example:
• If the contact comes from the showroom → the lead will enter directly into “Product Demo.”
• If the contact comes from a street interview → the system will automatically place it in “Effective Contact,” since there has already been prior interaction between the sales rep and the prospect.
• For all other sources → the lead will enter the initial stage “Contacting,” where the first sales outreach begins. - Automate actions as the lead moves through the funnel
Define the actions that will be triggered at each stage—such as email sends, alerts, and surveys—both customer‑focused (to collect feedback) and management‑focused (to support deal closure). - Monitor and adjust in real time
Use Pilot’s reports to track conversions and continuously optimize your process.
Thanks to Pilot’s new reporting features, these workflows can be easily visualized in the updated lead reporting we launched a few months ago, allowing you to monitor each prospect’s progress in real time.
Ready to take your sales strategy to the next level? Contact your analyst to start using this feature.
Pilot Solution, the expert platform for the mobility industry.
