PT Pipeline

Pure Technology Sales CRM

PureApex

Pipeline by Stage (Estimated Value)

Pipeline by Type

Pipeline by Owner

Stage Definitions & Transition Criteria

Suspect (0%)
Target identified but not yet engaged.
Exit → Pipeline: Account matches ICP, identifiable business pain, commercial insight available, trigger event present.
Pipeline (5%)
Prospect expressed interest and agreed to meet.
Exit → Qualified: Real confirmed business problem, decision maker engaged, urgency/timeline exists, engagement reason understood.
Qualified (15%)
Pain confirmed, decision makers mapped, budget verified.
Exit → Proposal Submitted: Pain confirmed in Economic Buyer's language, budget confirmed, all decision makers mapped, champion identified and tested, competitive landscape understood.
Pain chain complete, champion active, proposal delivered.
Exit → Proposal Finalised: Client responded substantively, champion active, internal approval process mapped, legal/IT/finance stakeholders identified.
Proposal Finalised (60%)
Client engaged substantively, final version agreed internally.
Exit → Sponsor Commitment: Preferred vendor confirmed in writing, legal/procurement processing, commercial terms agreed, target signature date owned by client.
Sponsor Commitment (80%)
Preferred vendor confirmed, legal and procurement engaged.
Exit → Proposal Accepted: Contract signed, PO or equivalent received.
Proposal Accepted (90%)
Contract signed, PO issued.
Exit → Closed Won: Kick-off scheduled, success metrics agreed, internal handover complete.
Closed Won (100%)
Deal complete, partnership begins.
Closed Lost
Dead for now. Declined, went dark, or chose competitor.

Playbook Weapons

Reverse Demo
Instead of showing what we can do, we ask the prospect to show us their current process. Reveals pain points they didn't know they had.
Proof Packet
A curated bundle of case studies, velocity data, and ROI evidence tailored to the prospect's specific category and challenges.
Content Sniper
Targeted thought leadership content that addresses the prospect's exact pain point, delivered before they ask for it.
Alliance
Strategic partnership positioning where we bring complementary capabilities to the table, making the deal larger than either party alone.
48hr Challenge
A time-boxed proof of concept where we demonstrate tangible results within 48 hours, removing the "what if" objection.
FOMO
Evidence that competitors or peers are already moving, creating urgency through market intelligence rather than artificial pressure.
Live Event
In-person or virtual activation that lets the prospect experience the value firsthand rather than hearing about it.
Sales Process
Our structured methodology itself becomes the differentiator, showing the prospect a level of rigour their other vendors can't match.

Opportunities

Company Stage Type Owner Value Geo Next Action Updated

Recent Activity

Companies

Playbook Weapons