{"id":38294,"date":"2023-10-20T22:23:21","date_gmt":"2023-10-20T20:23:21","guid":{"rendered":"https:\/\/www.investglass.com\/?p=38294"},"modified":"2025-03-14T05:42:21","modified_gmt":"2025-03-14T04:42:21","slug":"%e5%a6%82%e4%bd%95%e5%bb%ba%e7%ab%8b%e9%94%80%e5%94%ae%e7%ae%a1%e9%81%93%e4%bb%a5%e8%8e%b7%e5%be%97%e6%9c%80%e5%a4%a7%e6%94%b6%e7%9b%8a","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-build-sales-pipeline-for-maximum-revenue\/","title":{"rendered":"\u5982\u4f55\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u4ee5\u83b7\u5f97\u6700\u5927\u6536\u76ca"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u6709\u7ec4\u7ec7\u7684\u00a0<strong>\u9500\u552e\u7ba1\u9053<\/strong>\u00a0\u5bf9\u4e8e\u6700\u5927\u9650\u5ea6\u5730\u589e\u52a0\u6536\u5165\u548c\u63d0\u9ad8\u4ea4\u6613\u6548\u7387\u81f3\u5173\u91cd\u8981\u3002\u62e5\u6709\u660e\u786e\u7ba1\u9053\u7684\u516c\u53f8\u4f1a\u7ecf\u5386\u00a0<strong>18% \u66f4\u9ad8\u7684\u6536\u5165\u589e\u957f<\/strong>\u00a0\u4e0e\u6ca1\u6709\u7ed3\u6784\u5316\u8fdb\u7a0b\u7684\u56fd\u5bb6\u76f8\u6bd4 (<a href=\"https:\/\/blog.hubspot.com\/sales\/sales-pipeline?utm_source=chatgpt.com\">HubSpot<\/a>).\u901a\u8fc7\u6709\u6548\u53ef\u89c6\u5316\u9500\u552e\u9636\u6bb5\u3001\u8bc6\u522b\u74f6\u9888\u548c\u51c6\u786e\u9884\u6d4b\u7ed3\u679c\uff0c\u4f01\u4e1a\u53ef\u4ee5\u63d0\u9ad8\u9500\u552e\u56e2\u961f\u7684\u6548\u7387\uff0c\u63a8\u52a8\u6536\u5165\u6301\u7eed\u589e\u957f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\u4e3b\u8981\u6536\u83b7<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9500\u552e\u7ba1\u9053\u5bf9\u4e8e\u8ddf\u8e2a\u6f5c\u5728\u5ba2\u6237\u3001\u9884\u6d4b\u6536\u5165\u548c\u4f18\u5316\u9500\u552e\u6d41\u7a0b\u81f3\u5173\u91cd\u8981\u3002.<\/li>\n\n\n\n<li>\u786e\u5b9a\u76ee\u6807\u53d7\u4f17\u3001\u5b9a\u4e49\u9500\u552e\u6d41\u7a0b\u548c\u5229\u7528\u6280\u672f\u7b49\u7b56\u7565\u6709\u52a9\u4e8e\u4f18\u5316\u7ba1\u9053\u7ee9\u6548\u3002.<\/li>\n\n\n\n<li>\u5e94\u907f\u514d\u4e00\u4e9b\u5e38\u89c1\u9519\u8bef\uff0c\u5982\u9500\u552e\u7ebf\u7d22\u751f\u6210\u4e0d\u8db3\u6216\u9500\u552e\u5468\u671f\u8fc7\u957f\uff0c\u4ee5\u786e\u4fdd\u83b7\u5f97\u6700\u5927\u6536\u76ca\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-importance-of-a-sales-pipeline\">\u9500\u552e\u7ba1\u9053\u7684\u91cd\u8981\u6027<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"692\" height=\"692\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Sales-pipeline.png\" alt=\"InvestGlass \u9500\u552e\u7ba1\u9053\" class=\"wp-image-37941\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Sales-pipeline.png 692w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Sales-pipeline-300x300.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Sales-pipeline-150x150.png 150w\" sizes=\"(max-width: 692px) 100vw, 692px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u9500\u552e\u7ba1\u9053<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u7ba1\u9053\uff08\u53c8\u79f0\u9500\u552e\u6f0f\u6597\uff09\u53ef\u4ee5\u76f4\u89c2\u5730\u63cf\u8ff0\u9500\u552e\u5468\u671f\u4e2d\u7684\u5404\u4e2a\u9636\u6bb5\u3002\u5b83\u53ef\u4ee5\u663e\u793a\u4ea4\u6613\u6570\u91cf\u548c\u9884\u671f\u6536\u5165\u7b49\u6570\u636e\uff0c\u8fd9\u5bf9\u56e2\u961f\u548c\u7ecf\u7406\u89c2\u5bdf\u81ea\u5df1\u7684\u8fdb\u5c55\u6216\u4e0e\u4ed6\u4eba\u6bd4\u8f83\u90fd\u5f88\u6709\u7528\u3002\u529f\u80fd\u5f3a\u5927\u7684\u7248\u672c\u80fd\u8ba9\u9500\u552e\u4ee3\u8868\u786e\u5b9a\u5e94\u5728\u54ea\u4e9b\u65b9\u9762\u6700\u6709\u6548\u5730\u5206\u914d\u8d44\u6e90\uff0c\u4ee5\u4fbf\u4ed6\u4eec\u4e13\u6ce8\u4e8e\u9ad8\u4ef7\u503c\u7684\u673a\u4f1a\uff0c\u540c\u65f6\u8ba9\u4e3b\u7ba1\u6df1\u5165\u4e86\u89e3\u56e2\u961f\u7684\u6574\u4f53\u8868\u73b0\u3002\u8fd9\u79cd\u5de5\u5177\u8ba9\u6bcf\u4e2a\u76f8\u5173\u4eba\u5458\u90fd\u80fd\u4e86\u89e3\u9700\u8981\u8ddf\u8e2a\u7684\u4ef7\u503c\u548c\u6f5c\u5728\u5ba2\u6237\u7b49\u5173\u952e\u7ec6\u8282\uff0c\u4ece\u800c\u786e\u4fdd\u5728\u6574\u4e2a\u8fc7\u7a0b\u4e2d\u505a\u51fa\u4e0e\u4f18\u5316\u5f53\u524d\u6d41\u7a0b\u76f8\u5173\u7684\u660e\u667a\u51b3\u7b56\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e00\u6b3e\u529f\u80fd\u5f3a\u5927\u7684\u5de5\u5177\uff0c\u53ef\u5927\u5927\u6539\u8fdb\u60a8\u7684\u9500\u552e\u6d41\u7a0b\u3002\u4f7f\u7528\u8be5\u7cfb\u7edf\u53ef\u6709\u6548\u7ba1\u7406\u516c\u53f8\u7684\u9500\u552e\u7ba1\u9053\uff0c\u4f7f\u5de5\u4f5c\u6d41\u7a0b\u66f4\u52a0\u7cbe\u7b80\u9ad8\u6548\u3002\u9500\u552e\u7ba1\u9053\u9636\u6bb5\u5404\u4e0d\u76f8\u540c\uff0cInvestGlass \u5141\u8bb8\u60a8\u81ea\u5b9a\u4e49\u8fd9\u4e9b\u9636\u6bb5\uff0c\u4ee5\u6700\u5927\u9650\u5ea6\u5730\u6ee1\u8db3\u60a8\u7684\u4e1a\u52a1\u9700\u6c42\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f8b\u5982\uff0c\u5982\u679c\u60a8\u7684\u9500\u552e\u5468\u671f\u8f83\u957f\uff0cInvestGlass \u53ef\u5e2e\u52a9\u7ba1\u7406\u548c\u8ddf\u8e2a\u6bcf\u4e2a\u6b65\u9aa4\uff0c\u786e\u4fdd\u4e0d\u4f1a\u6709\u6f5c\u5728\u9500\u552e\u6f0f\u6389\u3002\u5b83\u5141\u8bb8\u60a8\u76d1\u63a7\u5e73\u5747\u9500\u552e\u5468\u671f\u957f\u5ea6\uff0c\u63d0\u4f9b\u5b9d\u8d35\u6570\u636e\uff0c\u7528\u4e8e\u8fdb\u4e00\u6b65\u4f18\u5316\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u5916\uff0cInvestGlass \u8fd8\u80fd\u8fdb\u884c\u5168\u9762\u7684\u9500\u552e\u7ba1\u9053\u5ba1\u67e5\u3002\u8fd9\u4e9b\u5ba1\u67e5\u53ef\u8ba9\u60a8\u6df1\u5165\u4e86\u89e3\u8868\u73b0\u826f\u597d\u7684\u9886\u57df\u4ee5\u53ca\u53ef\u80fd\u9700\u8981\u6539\u8fdb\u7684\u9886\u57df\u3002\u8fd9\u79cd\u7ea7\u522b\u7684\u5206\u6790\u5bf9\u4e8e\u9500\u552e\u7ba1\u9053\u7684\u6301\u7eed\u6210\u529f\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-benefits-to-sales-teams\">\u5bf9\u9500\u552e\u56e2\u961f\u7684\u76ca\u5904<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u9500\u552e\u7ba1\u9053\u8fdb\u884c\u7ed3\u6784\u5316\u548c\u7cbe\u786e\u8ddf\u8e2a\uff0c\u53ef\u4ee5\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u9500\u552e\u56e2\u961f\u7684\u6548\u7387\uff0c\u4f7f\u4ed6\u4eec\u80fd\u591f\u6839\u636e\u6570\u636e\u505a\u51fa\u51b3\u7b56\uff0c\u4ece\u800c\u5b9e\u73b0\u76ee\u6807\u3002\u901a\u8fc7\u4f7f\u7528\u7cbe\u786e\u7684\u8ddf\u8e2a\u548c\u5bf9\u4efb\u52a1\u3001\u76ee\u6807\u548c\u8fdb\u5ea6\u7684\u6e05\u6670\u4e86\u89e3\uff0c\u53ef\u4ee5\u63d0\u9ad8\u751f\u4ea7\u7387\u5e76\u66f4\u6210\u529f\u5730\u5b8c\u6210\u4ea4\u6613\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u9500\u552e\u56e2\u961f\u6765\u8bf4\uff0c\u4e86\u89e3\u81ea\u5df1\u7684\u9500\u552e\u7ba1\u9053\u662f\u5173\u952e\u7ee9\u6548\u6307\u6807\uff08KPI\uff09\u7684\u5173\u952e\u3002\u516c\u53f8\u7684\u9500\u552e\u6d41\u7a0b\u662f\u9500\u552e\u7ba1\u9053\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\uff0c\u9500\u552e\u7ba1\u9053\u7684\u6bcf\u4e2a\u9636\u6bb5\u90fd\u662f\u8fbe\u6210\u4ea4\u6613\u7684\u5173\u952e\u6b65\u9aa4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u4e3b\u7ba1\u9700\u8981\u786e\u4fdd\u5176\u56e2\u961f\u4e86\u89e3\u9500\u552e\u6d41\u7a0b\u4e2d\u6bcf\u4e2a\u9636\u6bb5\u7684\u91cd\u8981\u6027\u3002\u4ece\u8bc6\u522b\u6f5c\u5728\u9500\u552e\u5bf9\u8c61\u5230\u57f9\u517b\u9500\u552e\u7ebf\u7d22\u518d\u5230\u8fbe\u6210\u4ea4\u6613\uff0c\u6bcf\u4e2a\u6b65\u9aa4\u90fd\u6709\u52a9\u4e8e\u589e\u5f3a\u9500\u552e\u6e20\u9053\u7684\u5b9e\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f3a\u5927\u7684\u9500\u552e\u6e20\u9053\u662f\u672a\u6765\u6536\u5165\u7684\u53ef\u9760\u6307\u6807\u3002\u901a\u8fc7\u8ddf\u8e2a\u5e73\u5747\u4ea4\u6613\u89c4\u6a21\u548c\u5e73\u5747\u80dc\u7387\uff0c\u9500\u552e\u56e2\u961f\u53ef\u4ee5\u66f4\u597d\u5730\u9884\u6d4b\u6536\u5165\u5e76\u5236\u5b9a\u5207\u5408\u5b9e\u9645\u7684\u9500\u552e\u76ee\u6807\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u5916\uff0c\u8fd8\u9700\u8981\u5bf9\u6574\u4e2a\u9500\u552e\u7ba1\u9053\u8fdb\u884c\u7ba1\u7406\u548c\u4f18\u5316\uff0c\u4ee5\u786e\u4fdd\u9500\u552e\u5de5\u4f5c\u9488\u5bf9\u6700\u6709\u5e0c\u671b\u7684\u9500\u552e\u7ebf\u7d22\u3002\u8fd9\u4e0d\u4ec5\u6709\u52a9\u4e8e\u5b9e\u73b0\u6536\u5165\u76ee\u6807\uff0c\u8fd8\u80fd\u63d0\u9ad8\u9500\u552e\u6d41\u7a0b\u7684\u6548\u7387\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-benefits-to-sales-managers\">\u5bf9\u9500\u552e\u7ecf\u7406\u7684\u76ca\u5904<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5229\u7528\u7ba1\u9053\u6570\u636e\u5e76\u67e5\u770b\u5176\u53ef\u89c1\u6027\uff0c\u9500\u552e\u7ecf\u7406\u80fd\u591f\u5c31\u9500\u552e\u6d41\u7a0b\u505a\u51fa\u660e\u667a\u7684\u51b3\u7b56\u3002\u8fd9\u6837\uff0c\u4ed6\u4eec\u5c31\u6709\u673a\u4f1a\u6309\u6708\u3001\u6309\u5b63\u6216\u6309\u5e74\u8bc4\u4f30\u5176\u56e2\u961f\u7684\u6210\u529f\u60c5\u51b5\uff0c\u5e76\u68c0\u67e5\u6bcf\u4e2a\u5458\u5de5\u7684\u7ee9\u6548\uff0c\u4ece\u800c\u4ee5\u6700\u9ad8\u6548\u7387\u76f8\u5e94\u5730\u5206\u914d\u8d44\u6e90\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-a-sales-pipeline-key-components\">\u5efa\u7acb\u9500\u552e\u7ba1\u9053\uff1a\u5173\u952e\u8981\u7d20<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"483\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/project-investglass-1024x483.png\" alt=\"\u6295\u8d44\u73bb\u7483\u7ba1\u9053\" class=\"wp-image-28879\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/project-investglass-1024x483.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/project-investglass-300x141.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/project-investglass-768x362.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/project-investglass-1536x724.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/project-investglass.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u7ba1\u9053\u53ca\u5176\u62d6\u653e\u89e3\u51b3\u65b9\u6848<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u8981\u521b\u5efa\u9500\u552e\u7ba1\u9053\uff0c\u9996\u5148\u5e94\u786e\u5b9a\u76ee\u6807\u5e02\u573a\uff0c\u5e76\u6839\u636e\u8bbe\u5b9a\u7684\u6536\u5165\u76ee\u6807\u5236\u5b9a\u9500\u552e\u6d41\u7a0b\u4e2d\u7684\u5fc5\u8981\u6b65\u9aa4\u3002\u8fd9\u5c06\u786e\u4fdd\u60a8\u6309\u7167\u6709\u6761\u4e0d\u7d0a\u7684\u884c\u52a8\u8ba1\u5212\u6210\u529f\u5b8c\u6210\u4ea4\u6613\uff0c\u53d6\u5f97\u66f4\u5927\u7684\u4e1a\u7ee9\u6210\u679c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u7684\u4e3b\u8981\u5de5\u4f5c\u5305\u62ec\u4ece\u5404\u79cd\u6765\u6e90\uff08\u5982\u5206\u6790\u5de5\u5177\u3001\u5ba2\u6237\u53cd\u9988\u8c03\u67e5\/\u62a5\u544a\u3001\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u6570\u636e\u7b49\uff09\u521b\u5efa\u6f5c\u5728\u5ba2\u6237\u7d22\u5f15\u6216\u540d\u5355\uff0c\u8fd9\u4e9b\u6765\u6e90\u7684\u76ee\u7684\u90fd\u662f\u4e3a\u4e86\u6df1\u5165\u4e86\u89e3\u4e70\u5bb6\u7684\u9700\u6c42\u548c\u6311\u6218\u4ee5\u53ca\u4ed6\u4eec\u7684\u8054\u7cfb\u4fe1\u606f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-identifying-your-target-audience\">\u786e\u5b9a\u76ee\u6807\u53d7\u4f17<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6df1\u5165\u4e86\u89e3\u76ee\u6807\u7fa4\u4f53 <a href=\"https:\/\/www.investglass.com\/zh\/%e6%9c%80%e5%a4%a7%e5%8c%96%e6%82%a8%e7%9a%84%e6%88%98%e7%95%a5-%e9%a1%b6%e7%ba%a7-b2b-%e8%90%a5%e9%94%80-5-%e5%a4%a7%e6%88%90%e5%8a%9f%e5%ae%9e%e8%b7%b5\/\" data-wpil-monitor-id=\"28\">\u5e02\u573a\u5bf9\u4e8e\u8bbe\u8ba1\u91cf\u8eab\u5b9a\u5236\u7684\u6d3b\u52a8\u548c\u9500\u552e\u7b56\u7565\u81f3\u5173\u91cd\u8981<\/a> \u76ee\u6807\u662f\u5c06\u6f5c\u5728\u5ba2\u6237\u8f6c\u5316\u4e3a\u5ba2\u6237\u3002\u901a\u8fc7\u5bf9\u6d88\u8d39\u8005\u8fdb\u884c\u7ec6\u5206\uff0c\u521b\u5efa \"\u4e70\u5bb6\u89d2\u8272 \"\u53ef\u4ee5\u5e2e\u52a9\u4f60\u6e05\u695a\u5730\u4e86\u89e3\u8c01\u5728\u5411\u4f60\u8d2d\u4e70\u4ea7\u54c1\uff0c\u4ece\u800c\u66f4\u6709\u6548\u5730\u8fdb\u884c\u8425\u9500\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%90%a5%e9%94%80%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\" title=\"\u5e02\u573a\u8425\u9500\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"681\">\u5e02\u573a\u8425\u9500<\/a> \u5438\u5f15\u4ed6\u4eec\u7684\u65b9\u6cd5\uff0c\u540c\u65f6\u4fdd\u6301\u4ed6\u4eec\u7684\u52a8\u673a\u7b49\u5173\u952e\u6982\u5ff5\u4e0d\u53d8\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-defining-your-sales-process\">\u786e\u5b9a\u9500\u552e\u6d41\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e2a\u7ed3\u6784\u5408\u7406\u7684\u9500\u552e\u6d41\u7a0b\u5bf9\u4e8e\u4e3a\u4f60\u7684\u9500\u552e\u4ee3\u8868\u63d0\u4f9b\u6210\u529f\u5b8c\u6210\u4ea4\u6613\u7684\u5de5\u5177\u662f\u5fc5\u4e0d\u53ef\u5c11\u7684\u3002\u8fd9\u79cd\u6e05\u6670\u6709\u5e8f\u7684\u884c\u52a8\u8ba1\u5212\u786e\u5b9a\u4e86\u5728\u6210\u529f\u5b8c\u6210\u4ea4\u6613\u8fc7\u7a0b\u4e2d\u5fc5\u987b\u5b8c\u6210\u7684\u6240\u6709\u6d3b\u52a8\u3002\u901a\u8fc7\u5f3a\u5236\u8981\u6c42\u56e2\u961f\u6210\u5458\u9075\u5faa\u76f8\u540c\u7684\u6d41\u7a0b\u6765\u4fdd\u6301\u6574\u4e2a\u56e2\u961f\u7684\u4e00\u81f4\u6027\uff0c\u53ef\u4ee5\u6781\u5927\u5730\u63a8\u52a8\u4ed6\u4eec\u7684\u6bcf\u9879\u6d3b\u52a8\u53d6\u5f97\u6210\u529f\u3002\u8ba9\u5458\u5de5\u4e2d\u7684\u6bcf\u4e2a\u4ee3\u8868\u90fd\u4e25\u683c\u9075\u5b88\u8fd9\u4e00\u76f8\u540c\u7684\u6a21\u5f0f\uff0c\u53ef\u4ee5\u5e26\u6765\u6700\u5927\u7684\u56de\u62a5\uff0c\u56e0\u6b64\u63d0\u524d\u660e\u786e\u5236\u5b9a\u8fd9\u4e00\u6a21\u5f0f\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-setting-revenue-targets\">\u8bbe\u5b9a\u6536\u5165\u76ee\u6807<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u56e2\u961f\u9700\u8981\u4e86\u89e3\u7cbe\u786e\u7684\u6536\u5165\u76ee\u6807\uff0c\u4ee5\u786e\u5b9a\u4ed6\u4eec\u5fc5\u987b\u5728\u7ba1\u9053\u7684\u6bcf\u4e2a\u9636\u6bb5\u5b8c\u6210\u591a\u5c11\u4ea4\u6613\u3002\u8fd9\u6709\u52a9\u4e8e\u4ed6\u4eec\u5206\u914d\u8d44\u6e90\u548c\u51b3\u5b9a\u54ea\u4e9b\u76ee\u6807\u662f\u4f18\u5148\u4e8b\u9879\uff0c\u56e0\u4e3a\u4ed6\u4eec\u53ef\u4ee5\u8ba1\u7b97\u51fa\u9700\u8981\u5b8c\u6210\u591a\u5c11\u4ea4\u6613\u624d\u80fd\u5b9e\u73b0\u8fd9\u4e9b\u76ee\u6807\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-designing-your-sales-pipeline-stages\">\u8bbe\u8ba1\u9500\u552e\u7ba1\u9053\u9636\u6bb5<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/imseaeqsmbo-1024x576.jpg\" alt=\"\u4e00\u540d\u7537\u5b50\u6b63\u5728\u5efa\u7acb\u4e00\u4e2a\u6210\u529f\u7684\u4eba\u5de5\u667a\u80fd\u65b0\u94f6\u884c\uff0c\u4e00\u540d\u5973\u5b50\u5750\u5728\u6c99\u53d1\u4e0a\u770b\u7740\u624b\u673a\" class=\"wp-image-38128\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/imseaeqsmbo-1024x576.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/imseaeqsmbo-300x169.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/imseaeqsmbo-768x432.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/imseaeqsmbo-1536x864.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/imseaeqsmbo.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u4e3a\u5e74\u8f7b\u5ba2\u6237\u7fa4\u8bbe\u8ba1\u7ba1\u9053 <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u7ba1\u9053\u9636\u6bb5\u6d89\u53ca\u591a\u4e2a\u6b65\u9aa4\uff0c\u4ee5\u5e2e\u52a9 <a href=\"https:\/\/www.investglass.com\/zh\/%e6%bd%9c%e5%9c%a8%e5%ae%a2%e6%88%b7%e4%b8%8d%e5%90%91%e4%bd%a0%e8%b4%ad%e4%b9%b0%e7%9a%84-5-%e4%b8%aa%e5%8e%9f%e5%9b%a0\/\" data-wpil-monitor-id=\"52\">\u6f5c\u5728\u5ba2\u6237\u5728\u8d2d\u4e70\u65f6<\/a> \u51b3\u7b56\u3002\u5728\u6bcf\u4e00\u4e2a\u73af\u8282\u4e0a\uff0c\u67d0\u4e9b\u9500\u552e\u6d3b\u52a8\u90fd\u5fc5\u987b\u4e3a\u5b9e\u73b0\u9884\u671f\u76ee\u6807\u800c\u91cf\u8eab\u5b9a\u5236\uff1a\u4ece\u8bc6\u522b\u6f5c\u5728\u5ba2\u6237\u5e76\u6536\u96c6\u4ed6\u4eec\u7684\u76f8\u5173\u6570\u636e\u3002\u6838\u5b9e\u6f5c\u5728\u5ba2\u6237\u7684\u8d44\u683c\uff0c\u63d0\u51fa\u62a5\u4ef7\u3002\u76f4\u81f3\u8fbe\u6210\u4ea4\u6613\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6574\u4e2a\u6d41\u7a0b\u7531\u516d\u4e2a\u4e0d\u540c\u4f46\u53c8\u5bc6\u5207\u76f8\u5173\u7684\u90e8\u5206\u7ec4\u6210\uff0c\u8fd9\u4e9b\u90e8\u5206\u6784\u6210\u4e86\u4e00\u4e2a\u5177\u4f53\u7684\u6846\u67b6\uff0c\u9500\u552e\u4eba\u5458\u53ef\u4ee5\u5229\u7528\u8fd9\u4e2a\u6846\u67b6\u987a\u5229\u5730\u63a8\u8fdb\u9500\u552e\u7ba1\u9053\uff0c\u5e76\u6bd4\u4ee5\u5f80\u4efb\u4f55\u65f6\u5019\u90fd\u66f4\u6709\u6548\u5730\u786e\u4fdd\u8f6c\u5316\u3002\u4ece\u4e00\u5f00\u59cb\u5bfb\u627e\u6f5c\u5728\u4e70\u5bb6\uff0c\u4e00\u76f4\u5230\u6210\u4ea4\u65fa\u5b63\uff0c\u4ee5\u53ca\u5f53\u4e8b\u60c5\u6ca1\u6709\u6309\u8ba1\u5212\u8fdb\u884c\u65f6\u7684\u7ba1\u7406\u60c5\u51b5--\u6210\u4ea4\u5931\u5229--\u4e86\u89e3\u5728\u8fd9\u4e9b\u5173\u952e\u70b9\u4e0a\u5e94\u5f00\u5c55\u54ea\u4e9b\u6d3b\u52a8\uff0c\u4ee5\u5b9e\u73b0\u76f8\u5173\u53cc\u65b9\u8fbe\u6210\u534f\u8bae\uff0c\u662f\u975e\u5e38\u6709\u4ef7\u503c\u7684\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u6709\u6548\u5730\u53c2\u4e0e\u8fd9\u4e9b\u9884\u5b9a\u7684\u884c\u52a8\u5e8f\u5217\uff0c\u5728\u5ba2\u6237\u5173\u7cfb\u4e2d\u6839\u636e\u6d41\u6c34\u7ebf\u9636\u6bb5\u7684\u89d2\u8272\u626e\u6f14\u8fdb\u884c\u5b9a\u5236\uff0c\u4ece\u800c\u5728\u5404\u4e2a\u9886\u57df\u7684\u5fc5\u8981\u64cd\u4f5c\u4e2d\u5f97\u5230\u6700\u4f73\u5229\u7528\uff0c\u5982\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\u81ea\u4fe1\u5730\u5efa\u7acb\u5065\u5168\u7684\u7a0b\u5e8f\u900f\u660e\u5ea6\uff0c\u4ece\u800c\u5728\u5168\u7403\u8303\u56f4\u5185\u589e\u52a0\u6536\u76ca\uff01<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-prospecting-and-lead-generation\">\u53d1\u6398\u548c\u521b\u9020\u5546\u673a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6f5c\u5728\u5ba2\u6237\u5f00\u53d1\u9700\u8981\u8bc6\u522b\u53ef\u80fd\u7684\u5ba2\u6237\uff0c\u83b7\u53d6\u4ed6\u4eec\u7684\u8054\u7cfb\u4fe1\u606f\uff0c\u5e76\u901a\u8fc7\u76f8\u5173\u5185\u5bb9\u548c\u4f18\u60e0\u5438\u5f15\u4ed6\u4eec\u3002\u901a\u8fc7\u5229\u7528\u51e0\u79cd\u7ebf\u7d22 <a href=\"https:\/\/www.investglass.com\/zh\/%e6%9c%80%e4%bd%b3-ai-%e7%94%b5%e5%ad%90%e9%82%ae%e4%bb%b6%e7%94%9f%e6%88%90%e5%99%a8-%e8%8a%82%e7%9c%81%e6%97%b6%e9%97%b4%ef%bc%8c%e6%8f%90%e9%ab%98%e7%94%9f%e4%ba%a7%e5%8a%9b\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2102\">\u751f\u6210\u65b9\u6cd5\uff0c\u5982\u7535\u5b50\u90ae\u4ef6<\/a> \u901a\u8fc7\u8425\u9500\u6d3b\u52a8\u3001\u793e\u4ea4\u5a92\u4f53\u8425\u9500\u548c\u5185\u5bb9\u521b\u4f5c\uff0c\u6211\u4eec\u53ef\u4ee5\u63a5\u89e6\u5230\u76ee\u6807\u5e02\u573a\uff0c\u8ba9\u4ed6\u4eec\u53c2\u4e0e\u5230\u60a8\u7684\u4f01\u4e1a\u54c1\u724c\u4e2d\u6765\uff0c\u540c\u65f6\u5c06\u8fd9\u4e9b\u8054\u7cfb\u4eba\u8f6c\u5316\u4e3a\u5408\u683c\u7684\u6f5c\u5728\u5ba2\u6237\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-lead-qualification\">\u9886\u5bfc\u8d44\u8d28<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u548c\u8425\u9500\u56e2\u961f\u901a\u529b\u5408\u4f5c\uff0c\u786e\u4fdd\u53ea\u6709\u90a3\u4e9b\u66f4\u6709\u53ef\u80fd\u8d2d\u4e70\u4ea7\u54c1\u6216\u670d\u52a1\u7684\u6f5c\u5728\u5ba2\u6237\u624d\u80fd\u8fdb\u5165\u9500\u552e\u6e20\u9053\uff0c\u4ece\u800c\u8282\u7701\u65f6\u95f4\u548c\u7cbe\u529b\u3002\u8fd9\u5c31\u662f\u6240\u8c13\u7684\u6f5c\u5728\u5ba2\u6237\u7b5b\u9009\u3002\u5b83\u6839\u636e\u51e0\u4e2a\u5173\u952e\u56e0\u7d20\u5bf9\u6f5c\u5728\u5ba2\u6237\u8fdb\u884c\u8bc4\u4f30\uff0c\u5982\u4ed6\u4eec\u7684\u9884\u7b97\u53ef\u7528\u6027\u3001\u91c7\u8d2d\u51b3\u7b56\u6743\u3001\u5bf9\u6240\u63d0\u4f9b\u4ea7\u54c1\u7684\u9700\u6c42\u4ee5\u53ca\u8d2d\u4e70\u610f\u613f\u3002\u901a\u8fc7\u4e0e\u9500\u552e\u4eba\u5458\u5bc6\u5207\u5408\u4f5c\uff0c\u8be5\u6d41\u7a0b\u6709\u52a9\u4e8e\u6709\u6548\u7b5b\u9009\u6f5c\u5728\u5ba2\u6237\uff0c\u6700\u7ec8\u5b9e\u73b0\u66f4\u591a\u6210\u529f\u8f6c\u5316\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-relationships-and-nurturing-leads\">\u5efa\u7acb\u5173\u7cfb\u548c\u57f9\u517b\u6f5c\u5728\u5ba2\u6237<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u4ee3\u8868\u5fc5\u987b\u901a\u8fc7\u91cf\u8eab\u5b9a\u5236\u7684\u4e92\u52a8\u4e0e\u6f5c\u5728\u5ba2\u6237\u5efa\u7acb\u7262\u56fa\u7684\u5173\u7cfb\uff0c\u8fd9\u6709\u52a9\u4e8e\u5efa\u7acb\u4fe1\u4efb\u548c\u63d0\u4f9b\u4ef7\u503c\u3002\u9500\u552e\u4ee3\u8868\u5fc5\u987b\u6df1\u5165\u4e86\u89e3\u5ba2\u6237\u7684\u9700\u6c42\u548c\u9762\u4e34\u7684\u6311\u6218\uff0c\u624d\u80fd\u63d0\u51fa\u6709\u610f\u4e49\u7684\u5efa\u8bae\uff0c\u5f15\u5bfc\u5ba2\u6237\u6210\u529f\u5b8c\u6210\u4ea4\u6613\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-sales-pipeline-management-and-optimization\">\u9500\u552e\u7ba1\u9053\u7ba1\u7406\u4e0e\u4f18\u5316<\/h2>\n\n\n\n<div class=\"wp-block-cover\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim\"><\/span><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"705\" class=\"wp-block-cover__image-background wp-image-37874\" alt=\"414 \u53f7\u7070\u8272 GE \u7535\u538b\u8868\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/xvptezzgvfo-1024x705.jpg\" data-object-fit=\"cover\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/xvptezzgvfo-1024x705.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/xvptezzgvfo-300x206.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/xvptezzgvfo-768x528.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/xvptezzgvfo-1536x1057.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/xvptezzgvfo.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<p class=\"has-text-align-center has-large-font-size wp-block-paragraph\">\u8d85\u7ea7\u5145\u7535\u5668<\/p>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u6548\u7ba1\u7406\u548c\u4f18\u5316\u9500\u552e\u7ba1\u9053\u9700\u8981\u8ddf\u8e2a\u5173\u952e\u6307\u6807\u3001\u5b8c\u5584\u9500\u552e\u7a0b\u5e8f\u5e76\u6839\u636e\u6570\u636e\u8c03\u6574\u7b56\u7565\uff0c\u4ee5\u6539\u5584\u603b\u4f53\u7ed3\u679c\u3002\u5bf9\u9500\u552e\u7ba1\u9053\u8fdb\u884c\u6301\u7eed\u7684\u68c0\u67e5\u548c\u5206\u6790\uff0c\u53ef\u4ee5\u8ba9\u9500\u552e\u56e2\u961f\u53d1\u73b0\u5e02\u573a\u8d8b\u52bf\uff0c\u4ece\u800c\u5bf9\u9500\u552e\u6d41\u7a0b\u8fdb\u884c\u4fee\u6539\u3002\u6709\u4e86\u8fd9\u79cd\u79ef\u6781\u4e3b\u52a8\u7684\u7ba1\u7406\u9500\u552e\u9635\u5bb9\u7684\u6001\u5ea6\uff0c\u4f01\u4e1a\u7684\u6218\u7565\u5c31\u6709\u53ef\u80fd\u5728\u6ce2\u52a8\u7684\u5e02\u573a\u4e2d\u4fdd\u6301\u6700\u65b0\u3002\u6b64\u5916\uff0c\u901a\u8fc7\u8fd9\u79cd\u65b9\u5f0f\uff0c\u4f01\u4e1a\u53ef\u4ee5\u8bc6\u522b\u6f5c\u5728\u7684\u8def\u969c\uff0c\u4ece\u800c\u8ba9\u4ed6\u4eec\u751f\u6210\u6709\u4fe1\u606f\u652f\u6301\u7684\u51b3\u7b56\uff0c\u540c\u65f6\u4ece\u6539\u8fdb\u7684\u7ba1\u9053\u529f\u6548\u4e2d\u83b7\u5f97\u66f4\u5927\u7684\u6536\u5165\u3002 .<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-monitoring-sales-pipeline-metrics\">\u76d1\u63a7\u9500\u552e\u7ba1\u9053\u6307\u6807<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u76d1\u63a7\u5173\u952e\u9500\u552e\u7ba1\u9053\u6307\u6807\u662f\u6df1\u5165\u4e86\u89e3\u9500\u552e\u6d41\u7a0b\u548c\u63d0\u9ad8\u6574\u4f53\u7ee9\u6548\u7684\u6709\u6548\u65b9\u6cd5\u3002\u4f8b\u5982\uff0c\u8ddf\u8e2a\u60a8\u6536\u5230\u7684\u6f5c\u5728\u5ba2\u6237\u6570\u91cf\u3001\u6709\u591a\u5c11\u6700\u7ec8\u6210\u4e3a\u5408\u683c\u7684\u6f5c\u5728\u5ba2\u6237\u6216\u673a\u4f1a\uff0c\u4ee5\u53ca\u5b83\u4eec\u7684\u5e73\u5747\u4ea4\u6613\u89c4\u6a21\uff0c\u6709\u52a9\u4e8e\u786e\u5b9a\u9700\u8981\u6539\u8fdb\u7684\u9886\u57df\uff0c\u4ece\u800c\u6700\u7ec8\u589e\u52a0\u6536\u5165\u3002\u8861\u91cf\u6210\u4ea4\u7387\u4ee5\u53ca\u5206\u6790\u4e0e\u5178\u578b\u9500\u552e\u5468\u671f\u957f\u5ea6\u76f8\u5173\u7684\u6570\u636e\uff0c\u53ef\u4ee5\u8ba9\u4eba\u6d1e\u5bdf\u5230\u4ec0\u4e48\u65f6\u5019\u6bd4\u5176\u4ed6\u65f6\u5019\u66f4\u9002\u5408\u8fbe\u6210\u5229\u6da6\u4e30\u539a\u7684\u4ea4\u6613\u3002\u901a\u8fc7\u4e86\u89e3\u60a8\u7684\u4e1a\u52a1\u6a21\u5f0f\u7684\u8fd9\u4e9b\u65b9\u9762\uff0c\u5e76\u6839\u636e\u6570\u636e\u6536\u96c6\u7684\u7ed3\u679c\u8fdb\u884c\u9002\u5f53\u7684\u5b9e\u65bd\uff0c\u60a8\u5c31\u4f1a\u53d6\u5f97\u6210\u529f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-refining-and-adapting-your-sales-process\">\u5b8c\u5584\u548c\u8c03\u6574\u9500\u552e\u6d41\u7a0b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u56e2\u961f\u53ef\u4ee5\u901a\u8fc7\u5ba1\u67e5\u7ba1\u9053\u6570\u636e\u6d1e\u5bdf\uff0c\u4e0d\u65ad\u8c03\u6574\u9500\u552e\u6d41\u7a0b\uff0c\u4ece\u800c\u5728\u77ac\u606f\u4e07\u53d8\u7684\u5e02\u573a\u4e2d\u4fdd\u6301\u7ade\u4e89\u529b\u548c\u751f\u4ea7\u529b\u3002\u901a\u8fc7\u8bc4\u4f30\u54ea\u4e9b\u7b56\u7565\u8fbe\u5230\u4e86\u9884\u671f\u6548\u679c\uff0c\u54ea\u4e9b\u6ca1\u6709\u8fbe\u5230\u9884\u671f\u6548\u679c\uff0c\u4f01\u4e1a\u53ef\u4ee5\u5728\u63d0\u9ad8\u6548\u7387\u7684\u540c\u65f6\u589e\u52a0\u6574\u4f53\u6536\u5165\uff0c\u4f18\u5316\u6218\u7565\u4ee5\u63d0\u9ad8\u7ee9\u6548\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-leveraging-technology-for-sales-pipeline-success\">\u5229\u7528\u6280\u672f\u5b9e\u73b0\u9500\u552e\u7ba1\u9053\u7684\u6210\u529f<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/07\/lead-scoring-investglass-1024x640.png\" alt=\"\" class=\"wp-image-37670\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/07\/lead-scoring-investglass-1024x640.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/07\/lead-scoring-investglass-300x188.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/07\/lead-scoring-investglass-768x480.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/07\/lead-scoring-investglass.png 1484w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5229\u7528 InvestGlass CRM \u7cfb\u7edf\u7b49\u6280\u672f\uff0c\u53ef\u5927\u5927\u6539\u5584\u9500\u552e\u7ba1\u9053\u7ba1\u7406\uff0c\u5b9e\u73b0\u81ea\u52a8\u5316\uff0c\u5e76\u5177\u6709\u8ddf\u8e2a\u548c\u5b8c\u5584\u9500\u552e\u7ba1\u9053\u7684\u529f\u80fd\u3002\u6b64\u7c7b\u8f6f\u4ef6\u53ef\u63d0\u4f9b\u9500\u552e\u7ba1\u9053\u7684\u5b9e\u65f6\u53ef\u89c1\u6027\u3002\u60a8\u53ef\u4ee5\u6839\u636e\u56e2\u961f\u6210\u5458\u3001\u4ee3\u8868\u6216\u5730\u7406\u4f4d\u7f6e\u8fdb\u884c\u7b5b\u9009\uff0c\u4ee5\u4fbf\u6839\u636e\u60a8\u7684\u9700\u6c42\u8fdb\u884c\u7cbe\u786e\u5206\u6790\u3002\u5b83\u751a\u81f3\u53ef\u4ee5\u5e2e\u52a9\u68c0\u6d4b\u9500\u552e\u5468\u671f\u4e2d\u7684\u74f6\u9888\uff0c\u4f7f\u60a8\u80fd\u591f\u9488\u5bf9\u5176\u4e2d\u5b58\u5728\u7684\u4efb\u4f55\u95ee\u9898\u8fc5\u901f\u91c7\u53d6\u884c\u52a8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5 InvestGlass \u4e3a\u6838\u5fc3\u7684 CRM \u6709\u51e0\u4e2a\u72ec\u7279\u7684\u4f18\u52bf\uff1a\u9996\u5148\uff0c\u5982\u679c\u67d0\u4e9b\u6b65\u9aa4\u672a\u6709\u6548\u5b8c\u6210\uff0c\u5219\u5c06\u5176\u5c4f\u853d\uff1b\u5176\u6b21\uff0c\u786e\u4fdd\u5728\u6b64\u8fc7\u7a0b\u4e2d\u5b8c\u5168\u9075\u5b88\u4e0e\u5ba2\u6237\u5173\u7cfb\u6d3b\u52a8\u76f8\u5173\u7684\u6cd5\u89c4\uff1b\u6700\u540e\uff0c\u63d0\u4f9b\u7528\u4e8e\u7ba1\u7406\u5ba2\u6237\u4f1a\u8bae\u7684\u7279\u5b9a\u5de5\u5177\uff0c\u540c\u65f6\u6bd4\u4ee5\u524d\u66f4\u597d\u5730\u5904\u7406\u7535\u5b50\u90ae\u4ef6\u6d3b\u52a8--\u6240\u6709\u8fd9\u4e9b\u90fd\u6709\u52a9\u4e8e\u5728\u6f0f\u6597\u7684\u6bcf\u4e2a\u6b65\u9aa4\u4e2d\u53d6\u5f97\u8fdb\u5c55\uff0c\u4ece\u800c\u5728\u56f4\u7ed5\u9500\u552e\u7ba1\u9053\u7ef4\u62a4\/\u7ba1\u7406\u505a\u51fa\u51b3\u7b56\u65f6\u901a\u8fc7\u66f4\u9ad8\u7684\u6548\u7387\u6c34\u5e73\u5b9e\u73b0\u66f4\u9ad8\u7684\u7ee9\u6548\u3002\u56e0\u6b64\uff0c\u6574\u5408 InvestGlass \u7b49\u9002\u5f53\u7684 CRM\uff0c\u6700\u7ec8\u5e94\u80fd\u4ece\u4f18\u5316\u7ba1\u7406\u7684\u9879\u76ee\u4e2d\u83b7\u5f97\u66f4\u591a\u6536\u5165\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-benefits-of-using-a-crm\">\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u597d\u5904<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"627\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/investglass-welcome-dashboard-1-1024x627.png\" alt=\"InvestGlass \u745e\u58eb\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u548c PMS\" class=\"wp-image-34178\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/investglass-welcome-dashboard-1-1024x627.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/investglass-welcome-dashboard-1-300x184.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/investglass-welcome-dashboard-1-768x470.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/investglass-welcome-dashboard-1.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u745e\u58eb\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u81ea\u52a8\u5316\u89e3\u51b3\u65b9\u6848<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4f7f\u9500\u552e\u56e2\u961f\u80fd\u591f\u4fdd\u6301\u9886\u5148\u5730\u4f4d\uff0c\u5e76\u901a\u8fc7\u7cbe\u7b80\u7684 <a href=\"https:\/\/www.investglass.com\/zh\/ai-%e5%af%b9%e4%b8%ad%e5%a4%ae%e9%93%b6%e8%a1%8c%e8%b4%a7%e5%b8%81%e6%94%bf%e7%ad%96%e5%92%8c%e5%86%b3%e7%ad%96%e8%bf%87%e7%a8%8b%e7%9a%84%e5%bd%b1%e5%93%8d\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2033\">\u6539\u8fdb\u51b3\u7b56\u7684\u6d41\u7a0b\u548c\u6570\u636e<\/a>. .\u5b83\u4f7f\u4ed6\u4eec\u80fd\u591f\u6709\u6761\u4e0d\u7d0a\u5730\u5904\u7406\u9500\u552e\u7ebf\u7d22\uff0c\u5c06\u539f\u672c\u9700\u8981\u4eba\u5de5\u5b8c\u6210\u7684\u4efb\u52a1\u81ea\u52a8\u5316\uff0c\u5b9e\u65f6\u4e86\u89e3\u9500\u552e\u7ba1\u9053\u7684\u8fdb\u5c55\u60c5\u51b5\uff0c\u4ece\u800c\u63d0\u9ad8\u6574\u4f53\u6548\u7387\u3002\u8fd9\u6709\u52a9\u4e8e\u4f18\u5316\u4ed6\u4eec\u7684\u5de5\u4f5c\uff0c\u4f7f\u4ed6\u4eec\u80fd\u591f\u505a\u51fa\u660e\u667a\u7684\u51b3\u7b56\uff0c\u540c\u65f6\u63d0\u9ad8\u6210\u529f\u5b8c\u6210\u4ea4\u6613\u7684\u6548\u7387\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-investglass-unique-features-and-advantages\">InvestGlass\uff1a\u72ec\u7279\u529f\u80fd\u548c\u4f18\u52bf<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u56e2\u961f\u82e5\u60f3\u63d0\u9ad8\u7ba1\u9053\u6548\u7387\u5e76\u53d6\u5f97\u66f4\u5927\u6210\u529f\uff0c\u5c31\u5fc5\u987b\u4f7f\u7528 InvestGlass\u3002\u5176\u5f3a\u5927\u7684\u529f\u80fd\u53ef\u5bf9\u9500\u552e\u7ba1\u9053\u8fdb\u884c\u76d1\u63a7\uff0c\u5e76\u6839\u636e\u9002\u7528\u7684\u884c\u4e1a\u6cd5\u89c4\uff08\u5982 MIFID\u3001LSFIN \u548c BASEL\uff09\u8fdb\u884c\u7ef4\u62a4\uff0c\u540c\u65f6\u8fd8\u5141\u8bb8\u7528\u6237\u5728\u67d0\u4e2a\u9636\u6bb5\u672a\u5b8c\u6210\u65f6\u505c\u6b62\u8fdb\u5c55\u3002\u5b83\u63d0\u4f9b\u7684\u5de5\u5177\u53ef\u5e2e\u52a9\u7ba1\u7406\u5ba2\u6237\u4f1a\u8bae\u548c\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u6d3b\u52a8\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u4f7f\u6295\u8d44\u53d8\u5f97\u8f7b\u677e\u800c\u6709\u6548\uff01<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-sales-pipeline-mistakes-and-how-to-avoid-them\">\u9500\u552e\u7ba1\u9053\u5e38\u89c1\u9519\u8bef\u53ca\u5982\u4f55\u907f\u514d\u8fd9\u4e9b\u9519\u8bef<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e-1024x683.jpg\" alt=\"\u4e00\u7fa4\u4eba\u56f4\u5750\u5728\u4e00\u5f20\u767d\u8272\u684c\u5b50\u65c1\" class=\"wp-image-37897\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u56e2\u961f\u5982\u679c\u4e0d\u4e86\u89e3\u76ee\u6807\u53d7\u4f17\u7684\u9700\u6c42\uff0c\u5c31\u4f1a\u5bfc\u81f4\u9500\u552e\u6e20\u9053\u8584\u5f31\uff0c\u4f18\u8d28\u9500\u552e\u7ebf\u7d22\u51cf\u5c11\uff0c\u8fdb\u800c\u9519\u5931\u826f\u673a\u3002\u8981\u907f\u514d\u8fd9\u79cd\u60c5\u51b5\uff0c\u4f18\u5316\u6f5c\u5728\u5ba2\u6237\u751f\u6210\u662f\u5173\u952e\u3002\u901a\u8fc7\u4e13\u95e8\u9488\u5bf9\u76ee\u6807\u5ba2\u6237\u7fa4\u7684\u6218\u7565\u8425\u9500\u63aa\u65bd\u4ee5\u53ca\u4e2a\u6027\u5316\u7684\u9500\u552e\u65b9\u6cd5\uff0c\u4efb\u4f55\u56e2\u961f\u90fd\u6709\u53ef\u80fd\u63d0\u9ad8\u4e1a\u7ee9\uff0c\u4ece\u800c\u6709\u6548\u8fbe\u6210\u66f4\u591a\u4ea4\u6613\u3002\u5e94\u8ba4\u8bc6\u5230\u5e76\u89e3\u51b3\u4e00\u4e9b\u5e38\u89c1\u95ee\u9898\uff0c\u5982\u5468\u671f\u5ef6\u957f\u6216\u63a8\u5e7f\u4e0d\u8db3\uff0c\u4ece\u800c\u4f7f\u6f5c\u5728\u5ba2\u6237\u5728\u6d41\u7a0b\u7684\u6bcf\u4e2a\u9636\u6bb5\u90fd\u80fd\u987a\u5229\u6d41\u52a8\uff0c\u4ece\u800c\u63d0\u9ad8\u6574\u4f53\u5e95\u7ebf\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-inadequate-lead-generation\">\u6f5c\u5728\u5ba2\u6237\u751f\u6210\u4e0d\u8db3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u56e2\u961f\u9700\u8981\u786e\u5b9a\u76ee\u6807\u53d7\u4f17\u3001\u521b\u5efa\u9500\u552e\u7a0b\u5e8f\u5e76\u8bbe\u5b9a\u76ee\u6807\uff0c\u4ee5\u63d0\u9ad8\u9500\u552e\u7ebf\u7d22\u7684\u751f\u6210\uff0c\u8fd9\u53ef\u4ee5\u901a\u8fc7\u4f7f\u7528 InvestGlass \u7b49\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7b49\u73b0\u4ee3\u6280\u672f\u6765\u5b9e\u73b0\u3002\u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u4f7f\u4ed6\u4eec\u80fd\u591f\u66f4\u6709\u6548\u5730\u79ef\u7d2f\u6f5c\u5728\u9500\u552e\u7ebf\u7d22\uff0c\u540c\u65f6\u5bc6\u5207\u5173\u6ce8\u5176\u8fdb\u5c55\u60c5\u51b5\u3002\u5426\u5219\u5c06\u5bf9\u6536\u5165\u3001\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u6574\u4f53\u9500\u552e\u4e1a\u7ee9\u4ea7\u751f\u4e0d\u5229\u5f71\u54cd\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-prolonged-sales-cycle\">\u5ef6\u957f\u9500\u552e\u5468\u671f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u4e86\u63d0\u9ad8\u6536\u5165\u5e76\u8fbe\u5230\u9884\u671f\u7684\u9500\u552e\u76ee\u6807\uff0c\u9500\u552e\u56e2\u961f\u9700\u8981\u901a\u8fc7\u4f18\u5316\u6574\u4e2a\u6d41\u7a0b\u6765\u7f29\u77ed\u9500\u552e\u5468\u671f\u3002\u8981\u505a\u5230\u8fd9\u4e00\u70b9\uff0c\u5c31\u5fc5\u987b\u9488\u5bf9\u4e70\u65b9\u65c5\u7a0b\u7684\u4e0d\u540c\u9636\u6bb5\u8bbe\u8ba1\u6709\u4ef7\u503c\u7684\u5185\u5bb9\uff0c\u5e76\u5bf9\u6f5c\u5728\u5ba2\u6237\u7684\u95ee\u9898\u6216\u7591\u8651\u505a\u51fa\u6709\u6548\u7684\u56de\u5e94\u3002\u7f29\u77ed\u8fd9\u4e00\u6d41\u7a0b\u53ef\u80fd\u4f1a\u5bfc\u81f4\u9519\u5931\u826f\u673a\uff0c\u56e0\u4e3a\u5197\u957f\u7684\u6d41\u7a0b\u53ef\u80fd\u4f1a\u5bfc\u81f4\u5ba2\u6237\u5931\u53bb\u5174\u8da3\u3002\u901a\u8fc7\u4e13\u6ce8\u4e8e\u8fd9\u4e9b\u9886\u57df\uff0c\u53ef\u4ee5\u5b9e\u73b0\u66f4\u5feb\u7684\u6210\u4ea4\uff0c\u6700\u7ec8\u76f4\u63a5\u5bfc\u81f4\u5728\u4efb\u4f55\u7279\u5b9a\u9500\u552e\u60c5\u51b5\u4e0b\u5b9e\u73b0\u76ee\u6807\u65f6\u53d6\u5f97\u66f4\u6210\u529f\u7684\u7ed3\u679c\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-summary\">\u6458\u8981<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u4e86\u8ba9\u56e2\u961f\u589e\u52a0\u6536\u5165\u5e76\u6210\u529f\u5b8c\u6210\u4ea4\u6613\uff0c\u6784\u5efa\u4e00\u4e2a\u5f3a\u5927\u7684\u9500\u552e\u7ba1\u9053\u81f3\u5173\u91cd\u8981\u3002\u901a\u8fc7\u8ba4\u8bc6\u5230\u9ad8\u6548\u7ed3\u6784\u5316\u7cfb\u7edf\u7684\u5fc5\u8981\u6027\u3001\u4e86\u89e3\u5176\u7ec4\u6210\u90e8\u5206\u3001\u5728\u5176\u4e2d\u53d1\u5c55\u5404\u4e2a\u9636\u6bb5\u5e76\u5229\u7528\u73b0\u4ee3\u6280\u672f\uff0c\u4f01\u4e1a\u53ef\u4ee5\u5728\u63d0\u5347\u9500\u552e\u6d41\u7a0b\u7684\u540c\u65f6\u53d6\u5f97\u663e\u8457\u6210\u679c\u3002\u901a\u8fc7\u6570\u636e\u9a71\u52a8\u51b3\u7b56\u4fdd\u6301\u4e13\u6ce8\uff0c\u5c06\u786e\u4fdd\u60a8\u7684\u9500\u552e\u4e1a\u7ee9\u51fa\u7c7b\u62d4\u8403\uff01<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u5e38\u89c1\u95ee\u9898<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-it-mean-to-build-a-sales-pipeline\">\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u610f\u5473\u7740\u4ec0\u4e48\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u521b\u5efa\u9500\u552e\u7ba1\u9053\u662f\u6784\u5efa\u4e00\u4e2a\u6709\u7ec4\u7ec7\u7684\u53ef\u89c6\u5316\u6846\u67b6\u7684\u8fc7\u7a0b\uff0c\u8be5\u6846\u67b6\u6982\u8ff0\u4e86\u6f5c\u5728\u5ba2\u6237\u5728\u8d2d\u4e70\u8fc7\u7a0b\u4e2d\u7684\u5404\u4e2a\u9636\u6bb5\u3002\u8fd9\u6837\u5c31\u53ef\u4ee5\u8ddf\u8e2a\u6f5c\u5728\u5ba2\u6237\u4ece\u8d44\u683c\u5ba1\u67e5\u5230\u8fbe\u6210\u4ea4\u6613\u4ee5\u53ca\u8d2d\u4e70\u540e\u7684\u6301\u7eed\u53c2\u4e0e\u60c5\u51b5\u3002\u5b83\u8fd8\u80fd\u8ba9\u9500\u552e\u4eba\u5458\u6d1e\u5bdf\u6f5c\u5728\u4e70\u5bb6\u7684\u9884\u6d4b\uff0c\u4ee5\u53ca\u4ed6\u4eec\u8ddd\u79bb\u5b8c\u6210\u914d\u989d\u8bbe\u5b9a\u7684\u76ee\u6807\u8fd8\u6709\u591a\u8fdc\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-you-build-a-sales-pipeline\">\u5982\u4f55\u5efa\u7acb\u9500\u552e\u7ba1\u9053\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u5efa\u7acb\u9500\u552e\u6e20\u9053\uff0c\u5c31\u5fc5\u987b\u786e\u5b9a\u548c\u754c\u5b9a\u76ee\u6807\u53d7\u4f17\uff0c\u7814\u7a76\u611f\u5174\u8da3\u7684\u516c\u53f8\u4e2d\u7684\u91cd\u8981\u89d2\u8272\uff0c\u5e76\u6309\u6d41\u7a0b\u6574\u7406\u6570\u636e\u3002\u4e0e\u8fd9\u4e9b\u4f01\u4e1a\u7684\u5173\u952e\u4eba\u7269\u63a5\u89e6\u662f\u5efa\u7acb\u5173\u7cfb\u548c\u4e86\u89e3\u66f4\u591a\u53ef\u80fd\u6027\u7684\u5fc5\u8981\u6761\u4ef6\u3002\u6240\u6709\u8fd9\u4e9b\u90fd\u6709\u52a9\u4e8e\u6709\u6548\u5f00\u53d1\u9ad8\u6548\u7684\u9500\u552e\u6e20\u9053\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-the-4-stages-of-sales-pipeline\">\u9500\u552e\u7ba1\u9053\u7684 4 \u4e2a\u9636\u6bb5\u662f\u4ec0\u4e48\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u7ba1\u9053\u5305\u62ec\u56db\u4e2a\u4e0d\u540c\u7684\u9636\u6bb5\uff1a\u9996\u5148\u662f\u9500\u552e\u7ebf\u7d22\u7684\u751f\u6210\uff0c\u7136\u540e\u662f\u9500\u552e\u7ebf\u7d22\u7684\u57f9\u80b2\u548c\u9274\u5b9a\uff0c\u4f7f\u5176\u6210\u4e3a\u5408\u683c\u7684\u8425\u9500\u7ebf\u7d22\u6216\u5408\u683c\u7684\u9500\u552e\u7ebf\u7d22\uff0c\u6700\u540e\u624d\u5c06\u5176\u4f5c\u4e3a\u6f5c\u5728\u5ba2\u6237\u7eb3\u5165\u6210\u4ea4\u6d41\u7a0b\u3002\u5728\u6b64\u8fc7\u7a0b\u4e4b\u540e\uff0c\u8fd8\u5c06\u63d0\u4f9b\u552e\u540e\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u56e2\u961f\u548c\u5de5\u5177\u5728\u5efa\u7acb\u5f3a\u5927\u7684\u9500\u552e\u6e20\u9053\u65b9\u9762\u53d1\u6325\u7740\u91cd\u8981\u4f5c\u7528\u3002\u9500\u552e\u6e20\u9053\u59cb\u4e8e\u4e0e\u6f5c\u5728\u4e70\u5bb6\u7684\u521d\u6b65\u63a5\u89e6\u3002\u8fd9\u53ef\u80fd\u662f\u901a\u8fc7\u5bf9\u5916\u9500\u552e\u6216\u5176\u4ed6\u8425\u9500\u6d3b\u52a8\u3002InvestGlass \u56e2\u961f\u4e3a\u4e13\u4e1a\u9500\u552e\u4eba\u5458\u63d0\u4f9b\u5e7f\u6cdb\u7684\u9500\u552e\u57f9\u8bad\uff0c\u786e\u4fdd\u4ee5\u6700\u8c28\u614e\u3001\u6700\u4e13\u4e1a\u7684\u6001\u5ea6\u5bf9\u5f85\u6bcf\u4e00\u4f4d\u6f5c\u5728\u5ba2\u6237\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u5de5\u5177\u53ef\u5e2e\u52a9\u7ed8\u5236\u4ece\u9996\u6b21\u63a5\u89e6\u5230\u8f6c\u6362\u9636\u6bb5\u7684\u4e70\u5bb6\u65c5\u7a0b\u56fe\uff0c\u786e\u4fdd\u5236\u5b9a\u660e\u786e\u7684\u9500\u552e\u6d41\u7a0b\u3002\u826f\u597d\u7684\u9500\u552e\u6d41\u7a0b\u5bf9\u4e8e\u5f15\u5bfc\u6f5c\u5728\u4e70\u5bb6\u4ece\u4e00\u4e2a\u9636\u6bb5\u987a\u5229\u8fdb\u5165\u4e0b\u4e00\u4e2a\u9636\u6bb5\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM \u7cfb\u7edf\u65e8\u5728\u8ddf\u8e2a\u5e73\u5747\u4ea4\u6613\u4ef7\u503c\u7b49\u9500\u552e\u6307\u6807\uff0c\u8fd9\u5bf9\u9884\u6d4b\u672a\u6765\u6536\u5165\u81f3\u5173\u91cd\u8981\u3002\u6709\u4e86\u8fd9\u4e9b\u4fe1\u606f\uff0c\u9500\u552e\u4e13\u4e1a\u4eba\u5458\u5c31\u53ef\u4ee5\u5c06\u7cbe\u529b\u96c6\u4e2d\u5728\u6709\u671b\u5b9e\u73b0\u66f4\u9ad8\u51c0\u9500\u552e\u989d\u7684\u7ebf\u7d22\u4e0a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u53e6\u4e00\u4e2a\u4e3b\u8981\u529f\u80fd\u662f\u8bc6\u522b\u8425\u9500\u5408\u683c\u5ba2\u6237\u3002\u8fd9\u662f\u5bf9\u60a8\u7684\u4ea7\u54c1\u6216\u670d\u52a1\u8868\u73b0\u51fa\u8db3\u591f\u5174\u8da3\u5e76\u7b26\u5408\u7279\u5b9a\u6807\u51c6\u7684\u6f5c\u5728\u5ba2\u6237\uff0c\u4f7f\u4ed6\u4eec\u66f4\u6709\u53ef\u80fd\u6210\u4e3a\u60a8\u7684\u5ba2\u6237\u3002\u8fd9\u79cd\u8bc6\u522b\u6709\u52a9\u4e8e\u5bf9\u6f5c\u5728\u5ba2\u6237\u8fdb\u884c\u4f18\u5148\u6392\u5e8f\uff0c\u786e\u4fdd\u4e0d\u4f1a\u5c06\u8d44\u6e90\u6d6a\u8d39\u5728\u8f6c\u5316\u53ef\u80fd\u6027\u8f83\u4f4e\u7684\u6f5c\u5728\u5ba2\u6237\u8eab\u4e0a\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-a-sales-pipeline-strategy\">\u4ec0\u4e48\u662f\u9500\u552e\u7ba1\u9053\u6218\u7565\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9500\u552e\u7ba1\u9053\u6218\u7565\u662f\u9500\u552e\u4ee3\u8868\u5728\u5ba2\u6237\u4ece\u6700\u521d\u786e\u8ba4\u5230\u505a\u51fa\u51b3\u5b9a\u7684\u6574\u4e2a\u8d2d\u4e70\u8fc7\u7a0b\u4e2d\u91c7\u53d6\u7684\u884c\u52a8\u65b9\u6848\u3002\u8fd9\u79cd\u65b9\u6cd5\u4f7f\u9500\u552e\u4ee3\u8868\u80fd\u591f\u5728\u7ebf\u7d22\u901a\u8fc7\u6f0f\u6597\u65f6\u5bf9\u5176\u8fdb\u884c\u76d1\u63a7\u548c\u5f00\u53d1\u3002\u901a\u8fc7\u4f7f\u7528\u8be5\u7cfb\u7edf\uff0c\u65e2\u80fd\u8ddf\u8e2a\u8fdb\u5ea6\uff0c\u53c8\u80fd\u4fdd\u7559\u6240\u6709\u76f8\u5173\u4fe1\u606f\u4ee5\u53ca\u76f8\u5173\u7684\u8868\u8fbe\u65b9\u5f0f\u548c\u8bed\u6c14\uff0c\u4ece\u800c\u5728\u6bcf\u4e2a\u5ba2\u6237\u7684\u65c5\u7a0b\u4e2d\u83b7\u5f97\u6700\u4f73\u7ed3\u679c\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-importance-of-a-well-structured-sales-pipeline\">\u7ed3\u6784\u5408\u7406\u7684\u9500\u552e\u7ba1\u9053\u6709\u4f55\u91cd\u8981\u6027\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u62e5\u6709\u4e00\u4e2a\u6e05\u6670\u7684\u9500\u552e\u7ba1\u9053\u5bf9\u6bcf\u4e2a\u4eba\u90fd\u6709\u597d\u5904\uff0c\u5b83\u80fd\u63d0\u4f9b\u66f4\u9ad8\u7684\u53ef\u89c1\u6027\u548c\u5bf9\u8fd0\u8425\u7684\u6d1e\u5bdf\u529b\uff0c\u540c\u65f6\u63d0\u9ad8\u56e2\u961f\u548c\u7ba1\u7406\u4eba\u5458\u7684\u6548\u7387\u3002\u6709\u4e86\u8fd9\u4e2a\u7cfb\u7edf\uff0c\u5c31\u80fd\u505a\u51fa\u66f4\u597d\u7684\u51b3\u7b56\uff0c\u4ece\u800c\u63d0\u9ad8\u6240\u6709\u56e2\u961f\u7684\u751f\u4ea7\u529b\u6c34\u5e73\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u745e\u58eb InvestGlass \u662f\u4ee5\u4e0b\u65b9\u9762\u7684\u7ec8\u6781\u89e3\u51b3\u65b9\u6848 <a href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e5%a6%82%e4%bd%95%e5%88%a9%e7%94%a8-chatgpt-%e5%92%8c%e6%9c%ba%e5%99%a8%e4%ba%ba%e6%b5%81%e7%a8%8b%e8%87%aa%e5%8a%a8%e5%8c%96-rpa\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1107\">\u9500\u552e\u6d41\u7a0b\u81ea\u52a8\u5316<\/a> \u7b26\u5408\u884c\u4e1a\u6807\u51c6\u3002InvestGlass SA \u63d0\u4f9b\u5f3a\u5927\u7684\u9500\u552e\u7ba1\u9053\u5de5\u5177\uff0c\u786e\u4fdd\u6240\u6709\u9500\u552e\u6d3b\u52a8\u90fd\u7b26\u5408\u6700\u4f73\u5b9e\u8df5\u3002\u8be5\u5e73\u53f0\u7684\u9500\u552e\u7ebf\u7d22\u8bc4\u5206\u529f\u80fd\u53ef\u5bf9\u51b7\u95e8\u9500\u552e\u7ebf\u7d22\u8fdb\u884c\u6709\u6548\u6392\u540d\uff0c\u5e2e\u52a9\u60a8\u786e\u5b9a\u4f18\u5148\u6b21\u5e8f\u5e76\u5c06\u5176\u8f6c\u5316\u4e3a\u66f4\u591a\u9500\u552e\u3002\u9500\u552e\u7ba1\u9053\u6307\u7684\u662f\u8c08\u5224\u9636\u6bb5\uff0c\u5728\u8fd9\u4e00\u9636\u6bb5\uff0c\u9500\u552e\u4eba\u5458\u53ef\u6709\u6548\u5730\u5411\u6f5c\u5728\u5ba2\u6237\u8fdb\u884c\u63a8\u9500\u3002\u6b64\u5916\uff0cInvestGlass SA \u8fd8\u80fd\u63d0\u4f9b\u6709\u5173\u7ba1\u9053\u4ef7\u503c\u7684\u5b9d\u8d35\u89c1\u89e3\uff0c\u6709\u52a9\u4e8e <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bc%81%e4%b8%9a%e5%a6%82%e4%bd%95%e5%88%a9%e7%94%a8%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e5%88%b6%e5%ae%9a%e4%bb%b7%e6%a0%bc%e5%8f%8a%e5%85%b6%e5%af%b9%e9%80%9a%e8%b4%a7%e8%86%a8%e8%83%80%e7%9a%84\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1770\">\u4f7f\u4f01\u4e1a\u66f4\u6709\u6548\u5730\u89c4\u5212\u6218\u7565<\/a>. .\u8be5\u5e73\u53f0\u8fd8\u80fd\u5f88\u597d\u5730\u7ba1\u7406\u73b0\u6709\u5ba2\u6237\uff0c\u786e\u4fdd\u4ed6\u4eec\u4fdd\u6301\u6ee1\u610f\u5e76\u7ee7\u7eed\u4e3a\u4f01\u4e1a\u521b\u9020\u6536\u5165\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>An organized\u00a0sales pipeline\u00a0is crucial for maximizing revenue and enhancing transaction productivity. Companies with clearly defined pipelines experience\u00a018% higher revenue growth\u00a0compared to those without structured processes (HubSpot). By effectively visualizing sales stages, identifying bottlenecks, and accurately forecasting outcomes, businesses can boost their sales team&#8217;s efficiency and drive consistent income growth. Key Takeaways The Importance of a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":37897,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[537],"class_list":["post-38294","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-build-sales-pipeline"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Build Sales Pipeline for Maximum Revenue | InvestGlass<\/title>\n<meta name=\"description\" content=\"An organized\u00a0sales pipeline\u00a0is crucial for maximizing revenue and enhancing transaction productivity. Companies with clearly defined pipelines\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u4ee5\u83b7\u5f97\u6700\u5927\u6536\u76ca\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Build Sales Pipeline for Maximum Revenue\" \/>\n<meta property=\"og:description\" content=\"An organized\u00a0sales pipeline\u00a0is crucial for maximizing revenue and enhancing transaction productivity. Companies with clearly defined pipelines\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u4ee5\u83b7\u5f97\u6700\u5927\u6536\u76ca\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-20T20:23:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-14T04:42:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"15 \u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u5982\u4f55\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u4ee5\u83b7\u5f97\u6700\u5927\u6536\u5165 | InvestGlass","description":"\u6709\u6761\u4e0d\u7d0a\u7684\u9500\u552e\u7ba1\u9053\u5bf9\u4e8e\u5b9e\u73b0\u6536\u5165\u6700\u5927\u5316\u548c\u63d0\u9ad8\u4ea4\u6613\u6548\u7387\u81f3\u5173\u91cd\u8981\u3002\u62e5\u6709\u660e\u786e\u7ba1\u9053\u7684\u516c\u53f8","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u4ee5\u83b7\u5f97\u6700\u5927\u6536\u76ca\/","og_locale":"zh_CN","og_type":"article","og_title":"How to Build Sales Pipeline for Maximum Revenue","og_description":"An organized\u00a0sales pipeline\u00a0is crucial for maximizing revenue and enhancing transaction productivity. Companies with clearly defined pipelines","og_url":"https:\/\/www.investglass.com\/zh\/\u5982\u4f55\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u4ee5\u83b7\u5f97\u6700\u5927\u6536\u76ca\/","og_site_name":"InvestGlass","article_published_time":"2023-10-20T20:23:21+00:00","article_modified_time":"2025-03-14T04:42:21+00:00","og_image":[{"width":1600,"height":1067,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u4f5c\u8005":"InvestGlass","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"15 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"How to Build Sales Pipeline for Maximum Revenue","datePublished":"2023-10-20T20:23:21+00:00","dateModified":"2025-03-14T04:42:21+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/"},"wordCount":3032,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e.jpg","keywords":["Build Sales Pipeline"],"articleSection":["Article"],"inLanguage":"zh-Hans","copyrightYear":"2023","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/zh\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/","url":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/","name":"\u5982\u4f55\u5efa\u7acb\u9500\u552e\u7ba1\u9053\u4ee5\u83b7\u5f97\u6700\u5927\u6536\u5165 | InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e.jpg","datePublished":"2023-10-20T20:23:21+00:00","dateModified":"2025-03-14T04:42:21+00:00","description":"\u6709\u6761\u4e0d\u7d0a\u7684\u9500\u552e\u7ba1\u9053\u5bf9\u4e8e\u5b9e\u73b0\u6536\u5165\u6700\u5927\u5316\u548c\u63d0\u9ad8\u4ea4\u6613\u6548\u7387\u81f3\u5173\u91cd\u8981\u3002\u62e5\u6709\u660e\u786e\u7ba1\u9053\u7684\u516c\u53f8","breadcrumb":{"@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/"]}]},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/phomof_je1e.jpg","width":1600,"height":1067,"caption":"Build Sales Pipeline"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"How to Build Sales Pipeline for Maximum Revenue"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u6295\u8d44\u73bb\u7483","description":"\u745e\u58eb\u4e3b\u6743 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u6295\u8d44\u73bb\u7483","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u6295\u8d44\u73bb\u7483","image":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/zh\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/how-to-build-sales-pipeline-for-maximum-revenue\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/38294","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/comments?post=38294"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/38294\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media\/37897"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media?parent=38294"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/categories?post=38294"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/tags?post=38294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}