Trying to understand the purpose of leads vs deals
Hi all, I'm trying to understand the... purpose/point of a lead versus a deal from the context of, to me, a lead should be meant for people (and resulting communication) prior to a deal. You talk to the lead, back and forth, negotiate, etc and then you convert it to a deal. But by that point I would have only converted the lead to a deal if the lead told me they were ready to proceed - but if you went with that logic, there'd be no point in needing to mark a deal as lost?
I don't really like the thought of having every communication being considered a deal either as we used to do that but it became just as messy.
So I suppose my broader question is, how is everyone else using leads -> deal or leads vs deals?
Answers
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@alturic I have covered this topic in detail here and also provided my recommended approach:
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Hi @alturic - You are not alone in this question! :)
As a Pipedrive Partner, I most often recommend that clients use a “New Lead / New Deal” stage in their pipeline rather than the Leads inbox. I dive into the different use cases a bit more in this article - https://www.opsdesigned.com/articles/lead-vs-deal-pipedrive
It sounds like you want to use the Leads Inbox somewhat, but not all the way until contract negotiations (smart!). I in your case I might recommend something like, an opportunity remains in the Leads Inbox until you've confirmed there's someone on the other end of the line (e.g. a connected phone call or email response received). At that point, your sales reps should convert the lead to a deal and manage the back and forth and negotiations in the Sales Pipeline. That way "ghost" leads won't be clogging up your Pipeline, but you'll still be managing the majority of the sales process as Deals.
If you would like additional support, feel free to reach out.
- Liz
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