How to Set Up and Automate a Sales Pipeline in Digital Business Albania

A Sales Pipeline is essential for tracking leads, managing deals, and automating follow-ups. Digital Business Albania provides a built-in CRM and pipeline management system to streamline your sales process. This guide walks you through setting up a high-converting sales pipeline step by step.

Step 1: Access the Sales Pipeline Feature

1. Login to your Digital Business Albania account.

2. Navigate to Opportunities → Pipelines.

3. Click Create New Pipeline to set up a structured sales process.

Step 2: Define Your Sales Stages

Every business has a unique sales process. You need to create stages that represent your lead progression.

2.1 Create Custom Sales Stages

Click Add New Stage and define key phases. Common examples include:

• New Lead – When a prospect enters the system.

• Contacted – The lead has been contacted via email/SMS/call.

• Follow-Up Needed – The lead showed interest but needs further nurturing.

• Proposal Sent – A pricing or service proposal has been sent.

• Negotiation – The lead is discussing terms before closing.

• Closed – Won – The deal is successfully converted.

• Closed – Lost – The lead is no longer interested.

2.2 Assign Probability to Each Stage

• This helps in forecasting revenue.

• Example:

  • New Lead – 10% chance of closing

  • Proposal Sent – 60% chance

  • Closed – Won – 100%

Step 3: Automate Lead Management

3.1 Auto-Assign Leads to Sales Representatives

• Go to Automation → Workflows.

• Click + New Workflow and create a trigger:

  • "When a new lead is added" → Assign to a sales team member.

3.2 Automatically Move Leads Through the Pipeline

• Set conditions such as:

  • "If a lead opens an email, move them to Contacted Stage."

  • "If a lead books a call, move them to Proposal Sent stage."

Step 4: Capture Leads into the Sales Pipeline

4.1 Connect Forms & Landing Pages

• Navigate to Funnels & Websites → Forms.

• Create a lead capture form with fields like:

  • Name

  • Email

  • Phone Number

  • Service/Product Interest

• Embed the form on landing pages, Facebook Ads, and Google Ads.

• Use Automations to add form submissions directly into the pipeline.

4.2 Integrate Chat & Call Tracking

• Enable the Live Chat Widget on your website.

• Connect a Phone System (VoIP) inside Digital Business Albania.

• Every chat and call interaction can automatically update the pipeline stage.

Step 5: Automate Follow-Ups & Nurturing

5.1 Set Up Email & SMS Follow-Up Sequences

• Navigate to Automation → Workflows.

• Create an email sequence for nurturing leads:

  • Day 1: Welcome Email with value-driven content.

  • Day 3: Case study or testimonial to build trust.

  • Day 5: A personalized offer or discount.

  • Day 7: Reminder email for booking a call.

• Create SMS reminders:

  • "Hey [First Name], we noticed you checked our offer. Let’s schedule a quick call. Click here: [Link]"

5.2 Automate Lead Re-Engagement

• If a lead doesn’t reply in 7 days, trigger a follow-up email or a retargeting ad.

Step 6: Track & Analyze Sales Performance

6.1 Monitor Pipeline Analytics

• Go to Reports → Opportunities.

• Track conversion rates at each stage.

• Identify drop-off points where leads stop engaging.

6.2 Set Up Automated Alerts & Notifications

• Create instant alerts for high-priority leads.

• Example: "If a lead replies with interest → Notify the sales team via SMS."

Conclusion

By implementing a structured Sales Pipeline in Digital Business Albania, you can automate lead management, streamline follow-ups, and increase conversion rates. With the right automations in place, your sales team can focus on closing deals instead of manual data entry.

🚀 Start optimizing your sales process today!