Learn to efficiently handle multiple pipelines with Pipedrive, streamlining sales processes for improved productivity.
Understanding the Benefits of Multiple Pipelines
Customization: Each sales process can have its own unique stages, which can be customized to match the specific steps and requirements of that process.
Clarity and Focus: Multiple pipelines help sales teams maintain clarity and focus on different types of deals.
Better Tracking: With separate pipelines, you can track the progress of deals in different stages of the sales process more accurately.
Improved Reporting: Different sales processes often require different metrics and KPIs to measure success.
Enhanced Accountability: You can assign different team members or teams to manage each pipeline, promoting accountability and ownership of specific sales processes.
Improved Forecasting: By having separate pipelines, you can make more accurate revenue forecasts for each sales process.
Customer-Centric Approach: Multiple pipelines allow you to tailor your interactions and communications to meet the specific needs of different customer segments.
Accessing the Pipelines Section
Log in to your Pipedrive account
Click on the "Deals" tab and navigate to the “Pipelines” section
Use multiple pipelines when you have different revenue streams
Use multiple pipelines when you have different revenue streams or distinct selling processes that require separate stages.
Consider streamlining if possible
Standardizing Stages in Pipelines
Standardize stages in your pipelines to reduce complexity
Standardize stages in your pipelines to reduce complexity. Redundant stages can be shared across products or services.
Utilize filters to segment your deals and contacts based on product type, region, or other criteria
Add products to your deals or create custom fields to categorize deals by type
Apply filters to your pipeline view to focus on specific deal types or regions
If you have many sales reps, use Pipedrive's teams feature to segment deals owned by different groups
Teams provide an additional way to organize deals, beyond individual ownership
Generating Revenue Forecast by Pipeline
Navigate to the “Insights” page
Locate the Goal Section. Click on the "..." button next to it, then choose “+Goal”
From the display window, select "Forecast", then Revenue Forecast”
Configure the forecast settings according to your requirements
Configure the forecast settings according to your requirements: Assignee (Company, Team, Individual User), Pipeline Name,
Frequency, Forecast Duration, Value
Mastering Pipedrive's multi-pipeline management is your key to organized and effective sales operations. Elevate your business today.