Sales funnel in CRM: setup and analytics

The sales funnel in CRM is what separates managed sales from the chaos where requests come in, but for some reason the money doesn’t arrive. In Tashkent and throughout Uzbekistan, the typical picture is this: requests pour in from Instagram, Telegram and calls, managers answer something, but no one sees the big picture - how many applications are in progress, at what stage they got stuck and why the client eventually left. The funnel clearly guides each transaction through the stages from the first contact to payment, does not let you forget about the next step and shows exactly where you are losing customers. Below we will look at what a funnel is, what it offers in Taska and how to customize it to suit your process.

What is a funnel and why is it needed?

A sales funnel is the customer’s path from application to payment, divided into clear stages: for example, “new application”, “negotiations”, “invoice issued”, “paid”. Each transaction has its own stage, and you can immediately see at what step the client is now and who is responsible for it. Without a funnel, sales are kept in the memory of the manager: the application was forgotten, they didn’t have time to call back, the next step is unclear, and the manager at the end of the month sees only the final amount and does not understand why it is exactly that way. The funnel removes this blindness: you can see the number of transactions, their amount, bottlenecks and real conversion for each stage. For businesses in Uzbekistan, this is especially important where the advertising budget on Instagram and Telegram is growing, and the return on it is not digitized.

What does a sales funnel provide in Taska?

In Taska, a funnel is not just a list of deals, but a working tool that guides sales and suggests the next step. Deals clearly move along the Kanban board, at each stage there is a person responsible and tasks, and key opportunities cover typical losses:

• Deal stages and Kanban: customize your stages to the real process and move deals with the mouse, seeing the whole sales picture on one screen.
• Applications from all channels in the funnel: requests from Telegram, Instagram, WhatsApp and website forms immediately become deals - not a single one is lost.
• Responsibilities and tasks at each stage: it is clear who is leading the client and what the next step is, and reminders do not let you forget about the deal.
• Reasons for refusal: when a client is lost, the manager indicates the reason, and you see exactly why customers leave and what to fix.
• Automation and reminders: changing a stage automatically sets a task or sends a notification, and Payme and Click payments are recorded directly in the transaction.
• Conversion analytics: you can see how many applications move from stage to stage, where customers fall off and what source brings money.

Applications from all channels in one funnel

The main value appears when the funnel is not divorced from real channels, but collects applications automatically. In Taska, a message from Telegram or Instagram Direct immediately creates a deal and a client card, an application from the site form also falls into the funnel, and all correspondence is stored in the card - the manager does not need to jump between applications and transfer contacts manually. Then the transaction moves through stages, each with tasks and responsibilities, and payment via Payme or Click transfers it to the “paid” stage and generates a task for execution - to collect the order, ship it from the warehouse. So the entire path from an advertising click to a completed order goes in one circuit, in one UZS currency, and nothing is lost at the interfaces between the messenger, sales, warehouse and finance.

For whom and how we implement turnkey

A sales funnel is needed by almost any business in Uzbekistan that works with a flow of applications: retail and online stores, wholesale, services, education, real estate, manufacturing with dealers. It especially helps out where there are several managers and applications come from Instagram and Telegram - otherwise some of the requests simply do not reach the sale. We implement it on a turn-key basis: we analyze your real sales process, set up funnel stages, application sources, reasons for refusal and automation for your department, connect channels and payments, transfer current clients and train the team in Russian. We launch the working core with a funnel and applications in 14 days in the MVP format - when transactions are already going through the system today, rather than waiting for all the details to be perfectly configured.

Let's set up your sales funnel

Leave a request for a free consultation - we will analyze your sales process, show you a demo funnel with applications from Telegram and Instagram, reasons for refusal and conversion analytics, and tell you at what stages you are losing customers. You choose: own the system for a one-time payment or work on a subscription basis, and we will customize the funnel for your business and launch the working core in 14 days.