Marketing & Sales Deal Pipeline
End-to-end sales pipeline from lead capture to contract closing
Objective
Systematically convert marketing leads into closed deals through structured sales process
Participants (5 roles)
Input
Marketing qualified lead (MQL)
Output
Closed deal with signed contract and payment
Process Flow
flowchart LR
node0["Lead Capture"]
node1["Lead Qualification"]
node2["Lead Assignment"]
node3["Meeting & Demo"]
node4["Contract & Payment"]
node0 --> node1
node1 --> node2
node2 --> node3
node3 --> node4
classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px
Performance Metrics
25%
conversionRate
30 days
averageDealCycle
$15,000
averageDealSize
35%
winRate
Stages Overview
| PROPERTIES | STAGE 1
Lead Capture | STAGE 2
Lead Qualification | STAGE 3
Lead Assignment | STAGE 4
Meeting & Demo | STAGE 5
Contract & Payment |
|---|---|---|---|---|---|
| Stage Owners | Marketing Team | Sales Representative | Sales Manager | Sales Representative | Sales Representative |
| Stage Workers | Sales Representative | Marketing Team | Sales Representative | Sales Manager | Legal Team Finance Team |
| Duration | 1 day | 2 days | 1 day | 5 days | 7 days |
| Output Fields | •
Lead Source* •
Lead Score* •
Contact Information* | •
Contact Organization* •
Customer's Problem* •
Our Competitor | •
Expected Closed Date* •
Decision Making Process* •
Budget* | •
Expected Contract Value* •
Our Offerings* •
Demo Feedback* | •
Contract Value* •
Product Offerings* •
Success Story |
| To-dos | • Capture lead from marketing channels • Record lead source and campaign • Initial lead scoring | • Research contact and organization • Identify customer problem and needs • Assess competitive landscape | • Assign lead to appropriate sales rep • Set expected close date • Document decision-making process | • Email customer to schedule meeting • Build product showcase presentation • Conduct demo and gather feedback | • Prepare and send contract • Negotiate terms if needed • Process payment and close deal |
Automation Rules
Automation 1: Field Value Alert
If Expected Contract Value greater_than, Then send notification to Sales Manager with message: "High-value opportunity requires management attention"
Automation 2: Custom Automation
If stage_overdue, Then escalate to Sales Representative with message: "Demo stage overdue - follow up with customer immediately"
Workflow Summary
Total Stages
5
Total To-dos
15
Output Fields
15
Automations
2