{"id":6200,"date":"2024-11-19T12:46:19","date_gmt":"2024-11-19T11:46:19","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=6200"},"modified":"2024-12-17T14:44:04","modified_gmt":"2024-12-17T13:44:04","slug":"how-to-set-up-a-sales-funnel-in-planfix-a-step-by-step-guide","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/tips\/how-to-set-up-a-sales-funnel-in-planfix-a-step-by-step-guide\/","title":{"rendered":"How to Set Up a Sales Funnel in Planfix:\u00a0A Step-by-Step Guide"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/qC\/cIFEc9.jpg\" alt=\"Sales Funnel in Planfix\" title=\"How to Set up a Sales Funnel | Planfix\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents aio-toc\"><ul><li><a href=\"#aioseo-sales-funnel\">&#x25AA;&#xFE0E; Sales Funnel<\/a><\/li><li><a href=\"#aioseo-what-exactly-is-a-sales-funnel\">&#x25AA;&#xFE0E; What Exactly Is a Sales Funnel?<\/a><\/li><li><a href=\"#aioseo-why-does-your-business-need-a-sales-funnel\">&#x25AA;&#xFE0E; Why Does Your Business Need a Sales Funnel?<\/a><\/li><li><a href=\"#aioseo-laying-the-groundwork-before-you-build\">&#x25AA;&#xFE0E; Laying the Groundwork: Before You Build<\/a><\/li><li><a href=\"#aioseo-a-ready-made-solution\">&#x25AA;&#xFE0E; A Ready-Made Solution<\/a><\/li><li><a href=\"#aioseo-manual-setup-for-the-diy-enthusiast\">&#x25AA;&#xFE0E; Manual Setup: For the DIY Enthusiast<\/a><ul><\/ul><\/li><li><a href=\"#aioseo-your-planfix-sales-funnel-all-thats-left-is-to-build-it\">&#x25AA;&#xFE0E; Your Planfix Sales Funnel: All That&#x2019;s Left is to Build It!<\/a><\/li><\/ul><\/div>\n\n\n\n<p>At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don\u2019t worry, we\u2019ve got you covered! &nbsp;There are two options: You use our ready-made solution or roll up your sleeves and do it manually. To ensure you know which is best for you, we\u2019ll take a look at both in more detail.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-sales-funnel\">Sales Funnel<\/h2>\n\n\n\n<p>Think of the sales funnel as your GPS for customer interaction. It not only helps you avoid those common \u201csales potholes,\u201d like deals that fall through at the last minute, but helps guide you to smoother, more predictable outcomes. If you want to get where you\u2019re going fast (and with minimal problems), a sales funnel is essential.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-what-exactly-is-a-sales-funnel\">What Exactly Is a Sales Funnel?<\/h2>\n\n\n\n<p>Imagine you\u2019re fishing. In this case, the funnel is all the things you\u2019re doing to attract potential customers. Sometimes you\u2019re using a big net, and sometimes you\u2019re using a single rod and reel. But like fishing, not every stage is smooth sailing. Sometimes, you need to adjust your approach, change bait, or simply read your customers better. Usually, the sales funnel is divided into several phases, so you know when to intervene and make the necessary adjustments.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-why-does-your-business-need-a-sales-funnel\">Why Does Your Business Need a Sales Funnel?<\/h2>\n\n\n\n<p>A well-established funnel is key to maximizing your catch. It not only helps you see where you&#8217;re losing customers, but where you should focus your energy.<\/p>\n\n\n\n<p>Before long, you\u2019ll be ..<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Streamlining the customer journey&nbsp;<\/strong>\u2014 Your funnel helps you track customer interactions from the first \u201cHello\u201d to the last \u201ccha-ching!\u201d This ensures everything is organized in the&nbsp;<a href=\"https:\/\/planfix.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM<\/a>, and no one slips through the cracks.<\/li>\n\n\n\n<li><strong>Sorting leads like a Pro<\/strong>\u2014&nbsp;MQL, SQL, SAL \u2014 no, these aren\u2019t the latest TikTok trends. They\u2019re different leads you can quickly sort according to the customer\u2019s buying readiness. That way, you don&#8217;t waste energy on the wrong people.<\/li>\n\n\n\n<li><strong>Mastering resource allocation&nbsp;<\/strong>\u2014 &nbsp;Your funnel can help you better recognize what your team needs to focus on. That means less guessing and more doing.<\/li>\n\n\n\n<li><strong>Forecasting Future Sales&nbsp;<\/strong>\u2014 With your sales funnel at your side, you\u2019ll be able to predict sales trends like the next big iPhone release. (Okay, maybe not quite that big, but you get the idea)<\/li>\n\n\n\n<li><strong>Segmenting your customer base<\/strong>&nbsp;\u2014&nbsp;<a href=\"https:\/\/planfix.com\/teams\/sales-logistics\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sales<\/a>&nbsp;is all about that personal touch. A segmented funnel helps you develop customized strategies for each type of customer \u2014 because no one likes to feel like a fish lost at sea.<\/li>\n\n\n\n<li><strong>Improving conversion rates&nbsp;<\/strong>\u2014&nbsp; If you know where deals are failing, you can adjust your approach to close the deal more often. This can literally redefine your entire sales game!<\/li>\n\n\n\n<li><strong>Enjoying greater customer loyalty&nbsp;<\/strong>\u2014 When your funnel helps you keep things personal, your customers trust you more. More trust = more loyalty.<\/li>\n<\/ul>\n\n\n\n<p>In the end, setting up your funnel correctly might take some work, but once it&#8217;s done, you\u2019ll be well on your way towards long-term success.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-laying-the-groundwork-before-you-build\">Laying the Groundwork: Before You Build<\/h2>\n\n\n\n<p>Before you throw yourself into building your funnel, you should take a moment to stand back and make a plan. First, you need to lay a solid foundation. Otherwise, your funnel will be about as helpful as a chocolate teapot. It\u2019s also essential that you<strong>&nbsp;know your target market and your ideal customer.<\/strong>&nbsp;Don\u2019t just guess who your customers are &#8211; do your homework. Understand their problems, what they need, and how you can solve them. Remember the fishing metaphor \u2013 the right bait for the right catch!<\/p>\n\n\n\n<p><strong>Set up lead generation channels.&nbsp;<\/strong>Just as you wouldn\u2019t try to fish in a puddle, you shouldn\u2019t waste time on channels that don\u2019t deliver good leads. Take some time to find the channels that work (social media, ads, events \u2014 whatever yields the best results!).<\/p>\n\n\n\n<p><strong>Implement a lead tracking system &amp; build your sales funnel stages.<\/strong>&nbsp;Nobody likes to track leads manually. That\u2019s why we\u2019ve made it easy to set up a lead tracking system in Planfix and let the system do the heavy lifting.<\/p>\n\n\n\n<p><strong>Define stages &amp; processes.<\/strong>&nbsp;Finally, it\u2019s important that you break down your sales process into key steps and smooth out the transitions. You\u2019ll be amazed at how much chaos you can avoid with a clear roadmap.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-a-ready-made-solution\">A Ready-Made Solution<\/h2>\n\n\n\n<p>For those of us who like to take the easy way out (no judgment here), Planfix has a ready-made solution called&nbsp;<a href=\"https:\/\/planfix.com\/ready-made-solutions\/crm-p160\/\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;CRM: Customer Request Management&#8221;<\/a>. It\u2019s like making your own pizza! Just grab the dough, choose the toppings, and you\u2019re good to go. Here\u2019s how:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to Account Management &gt; Solutions &gt; Install Solution.<\/li>\n\n\n\n<li>Choose the Sales &amp; CRM category from the list of pre-made solution categories.<\/li>\n\n\n\n<li>Pick the solution CRM: Customer Request Management and hit install. Done!<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-manual-setup-for-the-diy-enthusiast\">Manual Setup: For the DIY Enthusiast<\/h2>\n\n\n\n<p>If you\u2019re more of a hands-on person, you can also set up your sales funnel manually. It&#8217;s a little more involved, but you&#8217;ll get a funnel tailored to your needs. To provide an accurate example of how this might work, let\u2019s use a cosmetics store as an example.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-stage-i-request\">Stage I: Request<\/h3>\n\n\n\n<p>Start by figuring out what needs to be digitized. Currently, the business process consists of:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&nbsp;A cosmetics catalog<\/li>\n\n\n\n<li>&nbsp;Orders that someone receives and fulfills<\/li>\n\n\n\n<li>&nbsp;Order processing<\/li>\n<\/ul>\n\n\n\n<p>In a cosmetics store, it\u2019s mainly about the orders. So, we create an &#8220;Order&#8221; object in Planfix with all the details, including name, deadlines, and the people responsible for each sales funnel stage (sales manager, courier, etc.).<\/p>\n\n\n\n<p>To create a new object, go to <strong>Account Management \u2192 Objects \u2192 New Object.<\/strong> In the object card, add the fields that sales managers need to work with the request:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Name of task creation &#8211; Here, you can add variables such as task number and customer name to help you keep things organized.<\/li>\n\n\n\n<li>Task description &#8211; Use a dynamic block to display all the customer\u2019s orders and calculate the total amount. Trust me, this will save you hours of time down the road.<\/li>\n\n\n\n<li>Delivery address &#8211; Set this field as &#8220;Location&#8221; to ensure you don\u2019t accidentally send that face cream to the wrong side of the country.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/KX\/LbN7Ua.png\" alt=\"Object Creation in Planfix\" title=\"Creation of a New Object | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-stage-ii-life-cycle-of-the-request\">Stage II: Life Cycle of the Request<\/h3>\n\n\n\n<p>Here is where we map out the stages. It works like this:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The customer places the order.<\/li>\n\n\n\n<li>The manager confirms it.<\/li>\n\n\n\n<li>The manager sends the invoice and waits for payment.<\/li>\n\n\n\n<li>After payment, the order is prepared.<\/li>\n\n\n\n<li>The courier picks it up.<\/li>\n\n\n\n<li>The customer receives it.<\/li>\n\n\n\n<li>Deal closed. (Or canceled, if things don\u2019t work out.)<\/li>\n<\/ul>\n\n\n\n<p>In Planfix, the Object has a standard set of statuses, each of which is suitable for describing the basic stages of any process. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/1i\/LbqK88.png\" alt=\"Adding Statuses to Object in Planfix\" title=\"Adding Statuses to Object | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Now, we\u2019ll add unique stages specific to this request. Create a status \u201cExpect payment,\u201d enter a name, set the necessary settings, and save the status.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/qY\/YYVpu9.png\" alt=\"Creating \u201cPending Payment\u201d status in Planfix Object\" title=\"Creating a New Status | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Next, we\u2019ll follow the same process to create the statuses&nbsp;<strong>&#8220;<\/strong>Payment received<strong>,&#8221; &#8220;<\/strong>Order delivery<strong>,<\/strong>&#8221; and&nbsp;<strong>&#8220;<\/strong>&nbsp;Refusal<strong>&#8220;<\/strong><\/p>\n\n\n\n<p>Here\u2019s the status set we\u2019ve come up with.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Ww\/mIfBLx.png\" alt=\"Set of Statuses in the Object\" title=\"Set of Statuses in the Object | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>The last step is to display them neatly in the&nbsp;<a href=\"https:\/\/planfix.com\/features\/planner\/\" target=\"_blank\" rel=\"noreferrer noopener\">planner<\/a>&nbsp;for easy management.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-stage-iii-funnel-setup\">Stage III: Funnel Setup<\/h3>\n\n\n\n<p>Now comes the fun part! Because the easiest and fastest way to display a sales funnel in Planfix is to create a&nbsp;<a href=\"https:\/\/planfix.com\/features\/kanban-scrum\/\" target=\"_blank\" rel=\"noreferrer noopener\">Kanban board<\/a>&nbsp;based on the request statuses.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Pk\/I52Wpw.png\" alt=\"Creation of a Kanban Based on the Application Statuses\" title=\"Creation of a Kanban Based on the Application Statuses | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>You assigned each status a list&nbsp;and voil\u00e0, you\u2019ve got yourself a working funnel!<\/p>\n\n\n\n<p>First, let\u2019s set up a kanban for the sales department head, showing all the requests in the account. To do this:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&nbsp;Rename the kanban to something like &#8220;My Funnel.&#8221;<\/li>\n\n\n\n<li>&nbsp;Arrange the lists in a convenient order.<\/li>\n\n\n\n<li>&nbsp;Add custom settings to each list, such as assigning responsibility for each stage.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Now the funnel looks like this.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/By\/ZUpD9Q.png\" alt=\"New Sales Funnel in Planfix\" title=\"Final Sales Funnel Created | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-stage-iv-funnel-for-employees\">Stage IV: Funnel for Employees<\/h3>\n\n\n\n<p>Of course, not everyone needs the manager\u2019s view. That\u2019s why we created a similar Kanban with different employee list settings. Here\u2019s how to use it ..<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a copy of the funnel for the manager<\/li>\n\n\n\n<li>Activate synchronization for all lists in the new Kanban<\/li>\n\n\n\n<li>Add the condition &#8220;Assigner = me&#8221; to a list in the &#8220;Selection parameters &#8221; block.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/8r\/3c3De9.png\" alt=\"Sales Funnel for Employees\" title=\"Creating a Sales Funnel for Employees | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Thanks to synchronization, this condition will be automatically applied to all lists in the Kanban. That means that when employees now open the funnel, they only see their requests.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/rK\/lC7noi.png\" alt=\"Accesses to the Sales Funnel\" title=\"Setting up Access to the Sales Funnel | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-your-planfix-sales-funnel-all-thats-left-is-to-build-it\"><strong>Your Planfix Sales Funnel: All That\u2019s Left is to Build It!<\/strong><\/h2>\n\n\n\n<p>And there you have it. We&#8217;ve just gone through the entire process of setting up a funnel in Planfix \u2014 from the basic to more advanced setups.<\/p>\n\n\n\n<p>Remember that Planfix is all about customization. Whether you\u2019re setting up automation or creating spaces for your team, there are loads of ways to make the system function exactly how you want it. So be creative, automate what you can, and watch your business thrive. You can do it!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don\u2019t worry, we\u2019ve got&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[10],"tags":[168,304,34,430,270,362],"class_list":["post-6200","post","type-post","status-publish","format-standard","hentry","category-tips","tag-access","tag-automation","tag-employees","tag-objects","tag-sales-and-logistics","tag-smb"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/6200","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=6200"}],"version-history":[{"count":17,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/6200\/revisions"}],"predecessor-version":[{"id":6426,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/6200\/revisions\/6426"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=6200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=6200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=6200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}