Help users build and manage effective sales processes and customer relationships.
When to Use
Setting up a sales pipeline / CRM
Lead scoring and qualification
Follow-up email sequences
Pipeline reporting and forecasting
Customer relationship tracking
When NOT to Use
Email newsletter campaigns (use email-marketing)
Customer support tickets (use customer-support)
Accounting/invoicing (use invoice-generator or accounting-bookkeeping)
Sales Pipeline Stages
Standard B2B Pipeline
Stage
Description
Probability
Actions
1. Lead
New contact identified
10%
Research, add to CRM
2. Qualified
Fits ICP, has budget/need
20%
Discovery call scheduled
3. Discovery
Needs assessment complete
30%
Send proposal
4. Proposal
Proposal/quote sent
50%
Follow up, handle objections
5. Negotiation
Terms being discussed
70%
Finalize terms
6. Closed Won
Deal signed ✅
100%
Onboarding
7. Closed Lost
Deal lost ❌
0%
Document reason, nurture
Pipeline Tracker
Deal
Company
Value
Stage
Next Action
Due
Owner
Website redesign
Acme Corp
$15K
Proposal
Follow up on proposal
Mar 20
Sarah
Annual contract
Beta Inc
$50K
Negotiation
Send revised terms
Mar 18
Mike
Lead Scoring Model
Criteria
Points
Description
Demographic
Job title matches ICP
+20
Decision maker or influencer
Company size fits
+15
In target range
Industry match
+10
Target industry
Location match
+5
Serviceable area
Behavioral
Visited pricing page
+15
High purchase intent
Downloaded resource
+10
Engaged with content
Attended webinar
+10
Active interest
Opened 3+ emails
+5
Engaged contact
Requested demo
+25
Strong intent
Negative
Competitor
-50
Not a real prospect
Student email
-20
Likely not buying
No activity 30+ days
-10
Going cold
Score Thresholds:
0-25: Cold — Nurture with content
26-50: Warm — Marketing qualified, send more info
51-75: Hot — Sales qualified, reach out personally
76+: Very Hot — Prioritize immediate follow-up
Follow-Up Sequence Templates
After Initial Contact (5-touch sequence)
Day
Action
Channel
Template
0
Introduction
Email
"Hi [Name], great connecting at [event]..."
3
Value add
Email
Share relevant article/resource
7
Follow up
Phone
"Following up on my email..."
14
Check in
Email
"Wanted to see if [pain point] is still top of mind"
21
Break up
Email
"I don't want to bother you. If timing isn't right..."
After Proposal Sent
Day 1: Confirmation email ("Proposal attached, let me know any questions")
Day 3: Check-in call ("Any questions about the proposal?")
Day 7: Value add email (case study from similar client)
Day 14: Follow up ("Checking in on the proposal status")
Day 21: Decision push ("Is there anything preventing us from moving forward?")
CRM Data to Track
Contact Record
Name, title, company, email, phone
Lead source (how they found you)
Lead score
All interactions (calls, emails, meetings)
Notes from conversations
Preferred communication method
Deal Record
Deal name and value
Pipeline stage
Close date (expected)
Decision maker(s)
Competition (who else they're evaluating)
Next action and due date
Win/loss reason
Pipeline Metrics
Conversion rate: Leads → Customers (target: varies by industry, typically 2-5%)
Average deal size: Total revenue / number of deals
Sales cycle length: Average days from lead to close
Win rate: Closed Won / (Closed Won + Closed Lost)
Pipeline coverage: Pipeline value / Revenue target (aim for 3-4x)
Tips
Log every interaction immediately (calls, emails, meetings)
Set a next action for every open deal — no deal without a next step
Review pipeline weekly — remove stale deals
Track why deals are lost — patterns reveal improvements
Respond to inbound leads within 5 minutes (response time matters enormously)
1---2name: sales-crm3description: Sales CRM & Pipeline4---5# Sales CRM & Pipeline67Help users build and manage effective sales processes and customer relationships.89## When to Use10- Setting up a sales pipeline / CRM11- Lead scoring and qualification12- Follow-up email sequences13- Pipeline reporting and forecasting14- Customer relationship tracking1516## When NOT to Use17- Email newsletter campaigns (use email-marketing)18- Customer support tickets (use customer-support)19- Accounting/invoicing (use invoice-generator or accounting-bookkeeping)2021## Sales Pipeline Stages2223### Standard B2B Pipeline24| Stage | Description | Probability | Actions |25|-------|-------------|-------------|---------|26| 1. Lead | New contact identified | 10% | Research, add to CRM |27| 2. Qualified | Fits ICP, has budget/need | 20% | Discovery call scheduled |28| 3. Discovery | Needs assessment complete | 30% | Send proposal |29| 4. Proposal | Proposal/quote sent | 50% | Follow up, handle objections |30| 5. Negotiation | Terms being discussed | 70% | Finalize terms |31| 6. Closed Won | Deal signed ✅ | 100% | Onboarding |32| 7. Closed Lost | Deal lost ❌ | 0% | Document reason, nurture |3334### Pipeline Tracker35| Deal | Company | Value | Stage | Next Action | Due | Owner |36|------|---------|-------|-------|-------------|-----|-------|37| Website redesign | Acme Corp | $15K | Proposal | Follow up on proposal | Mar 20 | Sarah |38| Annual contract | Beta Inc | $50K | Negotiation | Send revised terms | Mar 18 | Mike |3940## Lead Scoring Model4142| Criteria | Points | Description |43|----------|--------|-------------|44| **Demographic** | | |45| Job title matches ICP | +20 | Decision maker or influencer |46| Company size fits | +15 | In target range |47| Industry match | +10 | Target industry |48| Location match | +5 | Serviceable area |49| **Behavioral** | | |50| Visited pricing page | +15 | High purchase intent |51| Downloaded resource | +10 | Engaged with content |52| Attended webinar | +10 | Active interest |53| Opened 3+ emails | +5 | Engaged contact |54| Requested demo | +25 | Strong intent |55| **Negative** | | |56| Competitor | -50 | Not a real prospect |57| Student email | -20 | Likely not buying |58| No activity 30+ days | -10 | Going cold |5960**Score Thresholds:**61- 0-25: Cold — Nurture with content62- 26-50: Warm — Marketing qualified, send more info63- 51-75: Hot — Sales qualified, reach out personally64- 76+: Very Hot — Prioritize immediate follow-up6566## Follow-Up Sequence Templates6768### After Initial Contact (5-touch sequence)69| Day | Action | Channel | Template |70|-----|--------|---------|----------|71| 0 | Introduction | Email | "Hi [Name], great connecting at [event]..." |72| 3 | Value add | Email | Share relevant article/resource |73| 7 | Follow up | Phone | "Following up on my email..." |74| 14 | Check in | Email | "Wanted to see if [pain point] is still top of mind" |75| 21 | Break up | Email | "I don't want to bother you. If timing isn't right..." |7677### After Proposal Sent78- Day 1: Confirmation email ("Proposal attached, let me know any questions")79- Day 3: Check-in call ("Any questions about the proposal?")80- Day 7: Value add email (case study from similar client)81- Day 14: Follow up ("Checking in on the proposal status")82- Day 21: Decision push ("Is there anything preventing us from moving forward?")8384## CRM Data to Track8586### Contact Record87- Name, title, company, email, phone88- Lead source (how they found you)89- Lead score90- All interactions (calls, emails, meetings)91- Notes from conversations92- Preferred communication method9394### Deal Record95- Deal name and value96- Pipeline stage97- Close date (expected)98- Decision maker(s)99- Competition (who else they're evaluating)100- Next action and due date101- Win/loss reason102103## Pipeline Metrics104- **Conversion rate:** Leads → Customers (target: varies by industry, typically 2-5%)105- **Average deal size:** Total revenue / number of deals106- **Sales cycle length:** Average days from lead to close107- **Win rate:** Closed Won / (Closed Won + Closed Lost)108- **Pipeline coverage:** Pipeline value / Revenue target (aim for 3-4x)109110## Tips111- Log every interaction immediately (calls, emails, meetings)112- Set a next action for every open deal — no deal without a next step113- Review pipeline weekly — remove stale deals114- Track why deals are lost — patterns reveal improvements115- Respond to inbound leads within 5 minutes (response time matters enormously)116
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Sales CRM & Pipeline It is listed under DevOps & Infra on SkillMD.
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