Here’s a plan for building a digital sales funnel in your company:
1. Identify key business models and customer interaction stages
Analyze how a customer currently moves: where they start, what they go through, and which actions (call, chat, page view) are important. Document these stages.
2. Choose a CRM system that supports automation and end-to-end analytics
Ideally, one that allows automated stage transitions, integrates with multiple channels (ads, email, messengers, social media), enables template creation, tracks customer actions, and provides reporting for all stages.
3. Set up quality control at all stages
Ensure managers follow standards: respond on time, don’t ignore requests, and provide quality content. Use scripts, templates, instructions, and periodic quality checks (e.g., mystery shoppers, response analysis, customer feedback).
4. Integrate communication channels
Configure email campaigns, messengers, ads, and social media so they all interact with the CRM. This means: when a customer takes a specific action, the system reacts — sends an email or message, or shows a personalized ad.
5. Define conditions for automated stage transitions
For example: if a customer opens an email and clicks a link — move to “interested” stage; if they ask a question via chat — move to “considering options”; if they abandon the cart — move to the reminder stage. This lets the system act autonomously.
6. Implement analytics and metrics
Set up data collection in CRM and external systems (Google Analytics, BI dashboards): traffic, stage-to-stage conversions, cost per lead, deal-closing time, average check, losses at each stage.
7. Continuous testing and optimization
A digital funnel is dynamic. Continuously analyze what works well, what doesn’t, and where the biggest losses occur — adjust templates, messages, channels, and transition rules. Small optimization steps can significantly increase overall conversion.