Leading a successful marketing campaign requires both careful preparations and engagement. Moreover, it is seldom only one campaign that you are running at the moment. Efficient campaign management calls for high organization level as well as for the automation of multiple tasks, such as contact flow through the stages in the sales funnel. SALESmanago sales funnels are a simple tool to work with the leads and to analyze their lifecycle.

A sales funnel is one of the best tools to organize and manage the sales processes. Funnels divide the sales process into stages. It provides the users with the a clear view on the amount of leads on each stage. With this feature you can easily indicate the number of leads in the initial phase of the process and their number at its final stages. Also, you have an access to the detailed information about the dynamics of the contact flow between the funnel stages. Bonus: it allows you also easily spot the weak points of the process and eliminate them without stopping it.

In SALESmanago leads move between the funnel stages automatically. Due to the pre-defined rules, the system takes care of the leads’ education. By the moment of entering the “ready for purchase” stage they are already warmed up and ready to talk to a sales person thanks to lead nurturing and scoring system

Of course the funnels can be operated manually by salespeople. They can work with prospects on a daily basis, and change their status according to their engagement level.

Creating a sales funnel in SALESmanago is a piece of cake. You only need to determine the names for a campaign and each stage of it. Next, you need to indicate when exactly a contact should be qualified to the campaign (according to its scoring, actions, and so on)  and conditions of its assignment to the next stages.

Learn How to create a campaign and sales funnel

Manage your campaigns in two ways:


  • analyze sales cycle data – estimate sales cycle duration, organize the value of each action according to its effectiveness, analyse the conversion rates between the stages in the funnel, and measure those conversions according to leads source
  • focus on acquiring customers – apply strategies which will convert a potential customer into a regular one, educate customers by lead nurturing campaign, change their scoring, and move contacts to another stages in the funnel
  • configure automation rules – in SALESmanago you can set your own automation rules and events that trigger them
  • verification of marketing strategies’ efficiency – you have a constant preview of the effectiveness of your marketing strategies; you can see how your campaigns affect the dynamics of lead flow in the funnel


  • transparent and well-organised panel for sales people – your sales people can manage leads assigned to them and also move them between the stages in the funnel
  • full view off every stage of the funnel – you have an access to a full view of all funnel stages with a list of contacts that are assigned to them
  • operate the panel with drag&drop mechanism – moving a contact to the next stage requires only one click and dragging it to the stage of your choice. Remember, that it can also trigger the automation rules


Depending on the stage of the funnel your customers are currently on, they can receive content which was prepared in Marketing Automation system. Here is an example of the funnel automation process:

  • add a contact to the sales funnel when they open an email;
  • transfer the contact automatically to the next stage: “Interested” when it reaches a certain scoring level (e.g. 20 scoring points), and send a dynamic email with tailored offer
  • move the contact to the next stage “Interested – checked the offer”, when the contact clicks the link in the dynamic email, then send an alert to the sales department, so they can contact the customer and base the conversation on his or her inerests

SEE: How you can use a sales funnel


  • organizing marketing activities and saving them as processes
  • customer behavior analysis on each stage of the campaign
  • saving the work time of sales people by sending them only the leads that are ready for a purchase
  • detailed analysis of both marketing and sales processes – a better grip on both