PrimeTask Blog
Productivity tips, task management strategies, and deep dives into getting things done. From the PrimeTask team.
A simple sales pipeline tracker shows where every deal stands, what it is worth and who you need to talk to next. Here is how to set one up with clear stages, contact roles and a forecast you can trust.
A sales pipeline tracker is a list of every open sale with its stage, value, likelihood and next step, and a spreadsheet can hold one in an afternoon. Here are the columns, the stages, the weighted pipeline formula, and the signs that the spreadsheet has started to hide what you need to know.
A CRM with a one-time purchase exists, and the per-seat monthly fee is the biggest line most small businesses rent. Here is what a one-time CRM must contain to deserve the name, where your client list should live, and what to check before you pay.
