Converting deals to leads - measuring outputs

Martin Pecha_2338
Martin Pecha_2338 Member Posts: 146
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in Sales CRM #1

Hi!

I am thinking about new approach how to tackle our target audience. We are a niche market and it is normal, that prospects, that declines now, will buy in the future.

I want to create a process, where when some deal is lost, the deal will be converted back to lead and we will warm the lead up until it is ready to go back in the sales process.

However!

I also want to track funnel metrics (conversion rate, in which stage we are losing deals)

I am not sure, how to implement this process, as when I convert deal directly back to lead, I will probably lose this ability

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Comments

  • DinahBraude
    DinahBraude Member Posts: 11
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    #2

    We are having the same problem. Have you found a solution?

  • Edie Mew
    Edie Mew Member Posts: 167
    First Anniversary 5 Up Votes 5 Likes First Answer
    #3

    Hey @Martin Pecha_2338

    Would a second Pipeline be a possible consideration? The stages can define either the times in which you want warm up the lead or maybe when the lead has engaged etc

    Let me know if you want to chat further :)

  • Martin Pecha_2338
    Martin Pecha_2338 Member Posts: 146
    First Anniversary 5 Up Votes 5 Likes First Comment
    edited November 2022 #4

    @DinahBraude so for everyone


    we decided to keep the deals lost in that place and create the workflow automation - when the deal is lost, we duplicate values and create the lead in lead inbox with some tag

    this will keep us deals in pipeline and also creates a lead

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