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Pranit
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Member since ‎Feb 10, 2024
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Pranit Banthia

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SBanthia on February 09, 2024
Our new lead process and cross-selling have different steps. New lead process includes leads from SEO / outreach who have expressed an interest in our services (in the consideration stage of the marketing funnel) and we have to convert them. read more
Participant
February 16, 2024
Hi @LouiseHare , I have another question related to this: Let us say a contact has passed through different lifecycle stages and became custom...read more
Solved
SBanthia on February 09, 2024
Our new lead process and cross-selling have different steps. New lead process includes leads from SEO / outreach who have expressed an interest in our services (in the consideration stage of the marketing funnel) and we have to convert them. read more
Participant
February 16, 2024
Hi @LouiseHare , I have another question related to this: Let us say a contact has passed through different lifecycle stages and became custom...read more
Solved
SBanthia on February 09, 2024
Our new lead process and cross-selling have different steps. New lead process includes leads from SEO / outreach who have expressed an interest in our services (in the consideration stage of the marketing funnel) and we have to convert them. read more
Participant
February 16, 2024
Hi @LouiseHare , I have another question related to this: Let us say a contact has passed through different lifecycle stages and became custom...read more
SBanthia on February 09, 2024
Sales team has activities with different deal pipelines: 1. New lead closure 2. Cross-selling - different info captured vs. new lead closure deals 3. Up-selling 4. Inactive client re-activation - automated workflows used vs. above categories read more
Participant
February 10, 2024
Hi Ben, Thanks for reply. I am colleague of Shachi. Just for clarity: Our sales stages are: SQL -> Scoping -> Proposal -> Closing ->...read more
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