Build A Sales Tracking Pipeline

Learn how to create a robust, simple-to-use system that tracks clients from leads through to sales + free bonuses!!
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Instructed by Rich Peterson Business / Sales
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  • Lectures 18
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 5/2015 English

Course Description

Are you losing sales because you're not "good" at follow-up?

Does your current sales pipeline software take a Masters Degree to use?

Do you wish that your website, email and sales management system would speak to each other?

You may have looked around at highly-priced options that involve training, IT department approval or complex set-ups.

There must be an easier way?


If you are looking for a sales pipeline system that is simple to use (and want to forgo the 10x cost and 10x time commitment of complicated solutions!) then you've found the right course to take you from setting up to settling in.

This course will lead you step-by-step through the process of:

  • Building a website form that clients will want to fill in
  • Connecting your form to your website
  • Handling leads from your website, via email and over the phone
  • Providing reporting for yourself, your manager or your investors

Even though this is a simple course, it provides the most comprehensive look at how you can set up your sales pipeline in a few short hours. I welcome your feedback and look forward to helping you get your sales pipeline set up for success (aka no more sales falling through the cracks)!


Have I missed a topic you would like covered?

Have a question relating to the course?

Message me here on Udemy!

Please don't forget to leave me a comment and a rating, every little bit of love helps :)

What are the requirements?

  • If you can use Facebook, email and other web apps, you shouldn't have any problems getting started.
  • We will be using three software programs. Two have free options and the third has a generous free trial (by using our provided coupon codes)

What am I going to get from this course?

  • SAVE HOURS of time by ensuring follow-up is as automated as possible
  • SAVE MONEY with software discount coupons for months of free use!
  • Create a system to manage sales leads
  • Sort and manage incoming sales leads (using beautiful, well-designed apps)
  • Organise leads that come from your website, via email or over the phone

Who is the target audience?

  • Sales professionals
  • Small business owners
  • Entrepreneurs
  • Sales Managers
  • Office Managers
  • Office Administrators

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: The WHY

A brief overview on the problems this course will look to solve.


Why you should build a more focused sales pipeline

Mapping a sales pipeline (including example sales pipelines download!)
Section 2: Setting Up - The Essentials

We look at how to set up a website form that visitors will love filling in...seriously, forms can be fun & professional!


We go into more depth with customizing your webform to suit your business needs.


We show you the easy way and the slightly more techy way to get your form to your clients.


Yes, you can try the software for free for up to 90 days and this lecture looks at getting started with Pipedrive.


When you're on the road and you want to enter a lead between meetings, this is the section you'll need to watch.


This lecture is where your sales reporting errors drop dramatically and your typing fingers breath a sigh of slight relief.

Section 3: Setting Up - The Advanced

This lecture looks at integrating your sales pipeline to collect more data.


We all need an email marketing solution for our business and this lecture looks at how to have website leads become subscribers in the same process as becoming part of your sales pipeline.


We look at securely sending your webform data automatically to Google Docs, Zendesk, Slack, Trello, Freshbooks, Gmail, Infusionsoft & Evernote

Section 4: Case Studies

We look at a case study of a financial planning client moving through a sample pipeline.


We look at a case study of a maths tutoring student moving through a sample pipeline.

Section 5: What Next?

An encouragement as you make changes to your sales pipeline.


Thank you so much for checking out my course! I appreciate it. No, really.

Feel free to click on my profile to see more of my courses and remember - positive feedback always receives a virtual high-five!

Section 6: Bonus Lecture
Next Steps

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Instructor Biography

Rich Peterson, Udemy Teacher of 20k+ // Founder @ Better Systems

Rich Peterson is the founder of Better Systems, where he helps people create meaningful, profitable and highly useful businesses through innovation & design.

He is passionate about entrepreneurship, innovation, marketplaces, collaborative consumption, design that works and, of course, his family. When he's not consulting, teaching, selling over $1.7 million dollars of books or lending money to people in third-world countries (through Kiva), you'll find him reading, playing beach volleyball or mastering the art of surfing backwards.

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