Choosing the Best Platform for Running a Successful Sales Funnel

Sales Funnel

A sales funnel is the entirety of what it takes to get people to respond positively to your call to action. Your call to action can be anything depending on your line of work and what you are putting out there. Call-to-action in this context can be:

  • Purchasing a product
  • Buying a course
  • Registration and participation in an event
  • Subscribing to an email notification

Regardless of whatever your call-to-action is, people are not simply going to join your bandwagon without you making some moves. The sum-total of what it would take you to get people to respond to your marketing moves is what is known as a sales funnel.

For this reason, the use of a tool that ensures the successful running of a sales funnel campaign is a very welcomed development. This is especially true given that your business’s success depends on how well people respond in this regard. To this end, this article discusses how to choose the right software platform for this purpose.

What to Look for in a Sales Funnel Platform

Sales Funnel Platform

The business of offering software solutions for sales funnel needs will always be crucial. This explains why there are many software platforms in the market for this purpose. It also means that people who need these platforms are often faced with a serious dilemma.

Well, things would be a lot easier if you knew how to begin your search. To this end, here are some valuable tips for choosing the right sales funnel software tool:

Understand Your Needs

This is one fundamental mistake that some people make. For starters, you need to understand the activities at the core of running a sales funnel. This understanding puts you in a very good position to make the right choice.

For example, there are holistic tools that are used for establishing and running online businesses. They are not primarily sales funnel software solutions. However, they can execute some tasks required for running a sales funnel.

For example, they can be used to sell courses, create websites, send emails to subscribers, and offer memberships. Be that as it may, the fact that they are not primarily sales funnel software solutions cannot be overemphasized.

A lack of this awareness has seen some people opt for such with expectations of enjoying all the features expected of a sales funnel software tool. You may want to click here for more information on what qualifies as a core sales funnel software solution. Having this knowledge is crucial in making the right choice.

Experience Matters

A lot depends on your ability to run a successful sales funnel campaign as mentioned severally. As a result, this is not a task you want to entrust to any Tom, Dick, and Harry.

So, you are seriously advised to consider experienced options. More specifically, the recommendation here is streamlining your options to include platforms that have been in the business for a decade, at least.

Furthermore, you should examine how well such platforms have fared over the years. This would require consulting some credible reviews or even asking around. For example, find out how many satisfied customers the platform has and its customer satisfaction rate/percentage.


The right options would make it possible to integrate other important software solutions. For example, we did mention how some software platforms are more holistic than sales funnel-focused. Using such platforms comes with its advantages. This is although they should not be seen as a replacement for options that are primarily sales funnel-focused.

The ability to enable third-party integration makes it possible to use both options side-by-side. For example, ClickFunnels allows for the integration of Kajabiand vice versa. Also, ClickFunnels allows for the use of PayPal as a payment solution on its platform.

These are just a few examples of how much third-party integration is a possibility. So, make sure your choice comes through in this regard. For more on this subject, you can visit:

Template Features

The best options work on a template basis. This suggests that several available templates can be examined and chosen. One’s choice would be based on needs and preferences.

Also, customization with the templates should be possible and even easy. This ensures that you can add all the necessary personalization features. The ability to do this is also important for originality’s sake. So, you can still have and maintain distinct features even though you use a platform used by many other people, including competitors.

Of course, the right option needs to have many templates available on its platform. It even makes more sense if there is a constant addition of new templates. The reason is that the availability of templates and their features largely determines how restricted or unrestricted users will be.

Free Trial

Free Trial

For the most part, it costs money to use these software solutions, which is quite understandable. However, it is only ideal that people have a practical understanding of what they would be getting before being financially committed. This is why the right option is supposed to have an initial free trial offer.

Secondly, this offer should be non-binding. In other words, people who subscribe to using this offer should not be under any obligation to purchase a plan afterward.

Thirdly, the free trial offer should be as comprehensive as possible. This is considering how some options withdraw the possibility of enjoying so many vital services at this stage. Users may not be well able to make informed choices as a result.

Furthermore, the free trial period should be for a reasonable amount of time. We strongly suggest no fewer than a 14-day free trial period. This is enough time to examine what a platform has to offer to consider it fit enough or otherwise.


You also need to consider your budget. By and large, ensure that you get value for money spent using sales funnel plans from platforms that offer these software services. In other words, your decisions should be more influenced by value than service charges.