Glad to see we're not the only ones looking for more from the new Leads module!

Vance Taylor
Vance Taylor Posts: 2

Keeping in mind that not all solutions are simple or canned. Many organizations sell sophisticated, tailored solutions and may require multiple engagements and cultivation of a lead before determining what, if any opportunity there is. A robust lead stage, complete with linked activities, contacts, etc that can be converted to a deal (opportunity) is really valuable to any pipeline management. I know our view of our market (which I believe is pretty standard) is PROSPECT (all non-customers we're targeting with marketing to convert into leads), LEAD (marketing or out-bound qualified leads that sales is now working in order to quantify an opportunity), OPPORTUNITY (a lead that now has a quantified opportunity and value assigned (deal in your lexicon). Within the LEAD phase, for us, we may do discovery and demo before we convert to an OPPORTUNITY because we will tailor the solution based on those engagements. Make Leads tracking great again! :D 
Thanks for attending me TED talk

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Vance Taylor , thank you for documenting your workflow so clearly and for your sense of humour. 🙂

    Am I correct to assume that what you mean is that you'd like there to be more phases before a deal is born in Pipedrive, or would you simply prefer a change in the naming of Leads to something else, like Prospects? I'd like to know your thinking a little better before forwarding your suggestion internally. Thank you!

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited September 2020 #3

    Patients people, patients :)

     

    Its going to come .... 

  • Vance Taylor
    Vance Taylor Posts: 2
    edited September 2020 #4

    Hi @Vance Taylor , thank you for documenting your workflow so clearly and for your sense of humour. 🙂

    Am I correct to assume that what you mean is that you'd like there to be more phases before a deal is born in Pipedrive, or would you simply prefer a change in the naming of Leads to something else, like Prospects? I'd like to know your thinking a little better before forwarding your suggestion internally. Thank you!

    Hi @Inês Batata 

    I don't think I realized exactly how this forum worked and only now saw your response, ha.
    What we're looking for is the ability to create and track a lead as an artifact (like a deal) within a resource (person or organization) in the same way you can a deal.
    For example, let's say you clicked on my awesome ad and I captured you as a lead directly into pipedrive.  I would like to see you in there as a person, with a lead attached to you for whatever product/solution/category you clicked on.  That lead, much like a deal, would be tracked through (customizable) stages of engagement while we attempt to convert it into an opportunity (deal).  There are some early stages of engagement in a sales funnel which we just can't track/visualize in pipedrive because the system doesn't really start tracking until deal phase.
    Another consideration: you might come in as a lead for thing X, and we might work you for a week or so and then close you on thing X.  But as we continue to engage and market to you, you might show interest a couple of months later for thing Y.  At this point it would be great to create a NEW lead on your "person" in pipedrive to track, convert to a deal and eventually close.  Not a new deal, per se, because we need to do discovery and confirm there's an opportunity before we report it that way.  Plus we want to track metrics on lead flow from various channels (including existing customers) separately, and in addition to, tracking deal flow.
    Make sense?
    Hope that helps!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #5

    Hi @Vance Taylor , thank you for documenting your workflow so clearly and for your sense of humour. 🙂

    Am I correct to assume that what you mean is that you'd like there to be more phases before a deal is born in Pipedrive, or would you simply prefer a change in the naming of Leads to something else, like Prospects? I'd like to know your thinking a little better before forwarding your suggestion internally. Thank you!

    Hi @Vance Taylor , I hope this time my response is easier to find! 😉

    First of all, thank you for your clarifying suggestions.

    While Leads is still in Beta, meaning there's still a lot of abilities we want to add to them (one of them being, in broad strokes, having them function in a similar way to what you're familiar with deals) you can already do some of these things: for example, you can use lead Labels to mark their state of progress in a "pipeline", the products they might be interested in, etc. 

    There will also be exciting news in the upcoming weeks about new features added to Leads, and in the coming months there will be Leads reports in Insights, check out this post we made.

    I have forwarded your suggestion to our team for consideration in future developments. Ss priorities and resource allocations for development have to be distributed and unfortunately not everything can be built or at least built in the near future. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Speaking of which, here’s how to stay on top of what’s coming down the line: