Leading through sales pipeline facts and CRM

Sales training

Leading through sales pipeline facts and CRM

Lead and coach with a consistent sales pipeline in a CRM system. This interactive workshop will cover the main KPI’s to build a sales pipeline and guide salespersons along these KPI’s. It will show ways to quickly and efficiently set up a CRM with a sales process and map project opportunities in it. This workshop provides sales managers and sales people with a simple project opportunity formula, how to distinguish good from not so good opportunities and which logical next steps are necessary for the opportunities.

What participants learn

  • KPI’s of a sales pipeline
  • Simple setup of a CRM to map sales opportunities
  • Opportunity success formula that can be used to estimate close probability and quality
  • Simple questioning technique to coach sales opportunities as a sales manager
  • Coaching dialogue of salespersons

Your Business Outcomes

  • Set up sales pipeline and establish forecasting
  • Coaching dialogue
  • Opportunity quality success formula leads to higher close rates

Possible formats

  • Online Live Workshop
  • In-person training with Dual Efficiency method

Target group

  • Key Account Manager
  • Sales Manager
  • Salesperson
  • Inside Sales
  • Pre-Sales Support
  • Application Engineers


  • Online Live Workshop: 2×4 hours
  • In-person training: 1 day


  • German
  • English
  • Italian
  • French

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