FREE 10+ Pipeline Template Samples in PDF | DOC

The pipeline metaphor is frequently used to illustrate progress through a number of stages that leads to a long-term objective. The phrase is frequently used to denote a continuous process. For example, in the case of a private equity firm’s acquisition pipeline, new acquisitions will continually be entering the pipeline as old ones are concluded, hence the pipeline itself may never stop. Pipeline also refers to “pipeline firms,” which are companies that seek tax advantages. According to the pipeline idea, companies that distribute all of their profits to their shareholders should not be taxed like other companies. Rather, the company’s stockholders should be taxed as individuals, with payouts from their financial assets included in their income.

10+ Pipeline Template Samples

A sales pipeline is a logical, visual way to track potential buyers as they move through different stages of the buying process and buyer’s journey. Pipelines are sometimes depicted as a horizontal bar, or in certain cases, a funnel, separated into the many stages of a company’s sales process. As leads and prospects progress through the sales funnel, they are shifted from one stage to the next.

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8. Formal Pipeline

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11. Sales Pipeline Template

By dividing the sales process down into manageable, trackable actions, sales pipeline stages offer a degree of accountability and make sales goals easier to attain. Salespeople can know where their money, offers, and other sales activities are at all times thanks to a pipeline. Given that salespeople are frequently juggling a large number of sales prospects and deals, they can’t afford to let anything fall through the cracks.

It’s also a useful tool for sales managers who want to collect and analyze data on how well their sales process is performing, or not, in order to improve it. Because a sales pipeline tracks a salesperson’s activity, it provides insight into which sales activities are yielding the best results for a company.

Companies that follow this approach are frequently excluded from corporate income taxes on the basis that they are functionally an investment pipeline that directs their revenue to investors.

Proponents of this business model say that taxing pipeline firms on their corporate income would result in double taxation because those same revenues would be taxed again once received as income by their stockholders. Unit trusts, limited partnerships (LPs), and limited liability companies are examples of companies that frequently enjoy this tax benefit (LLCs).

Because a sales pipeline is such a vital sales tool, you should take special care in constructing it. Before you start putting one together, make sure you have detailed information about your firm, sales staff, existing customers, target audience, target market, product, and pricing. Depending on its clientele, goods, and organizational structure, each company approaches prospects differently. For example, you might have a lead generation staff dedicated just to generating new leads, or you might rely on marketing campaigns that include downloadable content, social media engagement, and email marketing to produce leads.

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If you want to see more samples and formats, check out some pipeline samples and templates provided in the article for your reference.