Data silos make it difficult to track user journeys; integrating offline and online data is challenging; sales process automation is low.

Data silos make it difficult to track user journeys; integrating offline and online data is challenging; sales process automation is low.

Funnel Details Introduction
Types of industries suitable for this funnel stage
Applicable to B2B services, professional consultants, high-value products, real estate agencies, education and training, and other industries that require inquiries and quotations.
Page View
Enquiries
Data Source
FAQ
In the funnel stage "Page View", what are consumers doing?
Browsing website pages, clicking buttons, and in the initial information exploration phase to learn about products or services.
In the funnel stage "Page View", what tasks do businesses have under this stage? These tasks mainly refer to human-driven efforts to increase revenue, excluding automated systems.
Planning high-quality content and SEO strategies; designing attractive advertising materials; optimizing website user experience.
In the funnel stage "Page View", what are the common optimization methods under this funnel stage?
Improving page loading speed; optimizing keywords and ad placements; using A/B testing to enhance Landing Pages.
Page View
Enquiry
Quote requested (forms submission)
Data Source
FAQ
In the funnel stage "Enquiry", what are consumers doing?
Submitting forms or proactively contacting businesses to express interest in products or services, requesting quotes or more information.
In the funnel stage "Enquiry", what tasks do businesses have under this stage? These tasks mainly refer to human-driven efforts to increase revenue, excluding automated systems.
Setting up and managing forms; training sales or customer service teams to respond promptly to inquiries; tracking and analyzing inquiry sources.
In the funnel stage "Enquiry", what are the common optimization methods under this funnel stage?
Simplifying form fields; providing live chat functionality; setting up automated replies and follow-up emails.
Enquiry
Quote
Successful
Data Source
FAQ
In the funnel stage "Quote", what are consumers doing?
Receiving and reviewing quotes provided by businesses, evaluating whether the solutions meet their needs and budget, entering a deep comparison phase.
In the funnel stage "Quote", what tasks do businesses have under this stage? These tasks mainly refer to human-driven efforts to increase revenue, excluding automated systems.
Providing customized quotes by the sales team; conducting one-on-one communication to understand customer needs; following up on quote progress.
In the funnel stage "Quote", what are the common optimization methods under this funnel stage?
Establishing standardized quote templates; introducing CRM systems to manage processes; reducing quote response time.
Quote
Converted Lead
Purchased
Data Source
FAQ
In the funnel stage "Converted Lead", what are consumers doing?
Making final purchase decisions, making payments, and becoming actual customers, transitioning from potential leads to closed deals.
In the funnel stage "Converted Lead", what tasks do businesses have under this stage? These tasks mainly refer to human-driven efforts to increase revenue, excluding automated systems.
Conducting final negotiations and signing contracts by sales personnel; coordinating internal resources to ensure delivery; building customer relationships.
In the funnel stage "Converted Lead", what are the common optimization methods under this funnel stage?
Offering limited-time promotions or discounts; optimizing payment processes; strengthening after-sales service commitments.
Converted Lead
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Date: 2026-04-22