New Acquisition Report: Probable New Business & Visualized Sales Funnel.

Under "Acquisition" > "Report" there is now a report on ongoing leads – with visualization of the sales funnel. The activity overview moves down and gets a more compact form:

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For those who are not yet using leads – here is a brief overview of the benefits in everyday use:

The sales funnel is a classic sales tool, especially in the B2B sector. The sales funnel represents the different stages in the sales process and makes them measurable both quantitatively and qualitatively. It serves to plan resources, sales forecasts, and revenue targets more targeted and efficiently.

As the term "sales funnel" suggests, it is ideally funnel-shaped – that is, many new opportunities that turn out to be a hit or miss as they go through the stages. 

As a service provider, cold calling by phone or mass mailing is often a waste of time, nerves, and money. Much more valuable are referrals, personal contacts, good maintenance of existing customers, and SEO/SEA to attract as many good new orders as possible.
This whole contact maintenance, website visits can also be considered part of the sales funnel. In MOCO, you can keep a list of ideas under "Contact Potentials" as a memory aid.

The tangible sales funnel in MOCO starts when a contact or inquiry becomes concrete and wants to be nurtured until a successful conclusion: with the Ongoing Lead.

The acquisition stages that the lead funnel consists of can be chosen individually. A probability is assigned. This way, the probable new business can be approximately quantified.

Always make sure there are enough "young" leads in the funnel. The sometimes more or less concrete order potentials thin out from stage to stage. At the end are the project orders. The won lead is replaced by the project.

Reliable maintenance of leads is important to give the potential customer a good feeling at an early stage. Those who inquire in time and have briefing materials, information, and the last steps at hand, even if the person responsible is on vacation, respond confidently and leave a good impression.