Every business has its own approach when it comes to closing deals, and for many companies, that means using different processes to reach a sale. That’s where multiple sales pipelines come in.
Having more than one pipeline allows you Building and Integrating to track each deal based on its specific journey, helping you manage and organize your sales efforts more effectively.
A well-structured sales pipeline on Pipedrive gives you and your team a clear understanding of where every deal stands. It’s a visual tool that helps you see which stage of the sales process each deal is in, pinpoint where things might be getting stuck, and recognize what actions are driving the most success.
In this article, we’ll walk you through the steps of setting up multiple sales pipelines and customizing them to fit your unique sales process.
What is a Sales Pipeline?
A sales pipeline is a visual representation of your whatsapp marketing service sales process. It helps you track where each deal is, from the initial contact with a potential customer to the final stage of closing the sale.
This helps your sales team identify bottlenecks and spot opportunities to improve the sales funnel.
A sales pipeline could be displayed as a Building and Integrating horizontal bar, a vertical funnel, or a Kanban-style board. In fact, Pipedrive uses a Kanban-style board to show the progression of deals through various stages.
How to Create a New Pipeline in your Pipedrive?
Managing multiple sales pipelines doesn’t have to be overwhelming. With the right approach, it’s an easy way to streamline your sales process and ensure each deal is tracked effectively. Here’s how you can do that.
How to Edit and Customize Pipeline Stages?
Now that your pipeline is added, you can start editing its stages. Each stage represents a step in your sales process. Here’s how you can edit them:
- Name Your Pipeline: Name your pipeline based what nobody has told you about twitter to get recurring traffic for your blog on the type of deals or the stage in the sales process, such as “Demo Scheduled” or “Contract Review.”
- Set Probability for Each Stage: For each stage of the pipeline, you can assign a probability. This is a numerical value that shows how likely it is for a deal to close at that stage.
- Add Rotting Period (Optional): A rotting period is the number of days a deal can remain untouched before it’s flagged for attention. If a deal stays inactive beyond this period, the deal tile will turn red to alert you.
Tips on How to Create Stages for Your Company
Creating the right stages for your sales pipeline will crawler data ensure your sales process is organized. Here are some tips to help you design stages that match your company’s sales flow:
Use Clear, Action-Based Names
When naming your stages, use past indefinite tense to describe what has already been accomplished. For example, instead of “Meeting,” use “Meeting Agreed” to clearly show that a step has been completed.
Conclusion
Multiple sales pipelines can significantly help manage diverse sales processes, especially when dealing with different products, customer segments, or regions.
Remember, it’s important to regularly Building and Integrating review and adjust your pipelines. With a well-maintained pipeline system and the right tools, like Pipedrive, you’ll be ready to close more deals and drive long-term success.
If you use WhatsApp as part of your sales process, TimelinesAI’s Pipedrive-WhatsApp integration can streamline your workflow even further. You can easily create new Persons, Deals, or Leads from WhatsApp contacts and sync them directly to the right pipeline. It also automatically tracks and organizes WhatsApp communication, keeping your sales data up to date. Check out the integration now!