Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform.
Thanks for your feedback!
Richard
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Boris Tsibelman said:
@Richard Hoffmann -- can you achieve this now with custom fields?
Hi Boris, Thanks! We already do this as a hackaround. However, as deals are not directly connected to the companies we push into a custom field, we cannot enable our sales teams that much... its more of a side note but nothing we can sustainably work with, filter by, create activities on, or build a automation on.
What would you suggest?
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We have a need for Multiple organisations set on a deal. Offering services we sometimes have a third party (a management company) that will call on behalf of one or many of its customers. It gets tricky because many scenarios are possible. Quite often these management companies act only as a shoppers making not decision nor paying. But all other combination of roles are possible. For us it is complicated to determine who is the real customer which should be the one paying but to whom we sometimes never interact with.
In conclusion having more than one organisation on a deal better fit our reality.
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In our industry (mortgage financing) we face a similar problem.
The "organization" in most deals is the family that is borrowing money for the purchase of a home. The people in the organization are the applicant/borrowers.
The deal should include not only one other organization. For us there is a lender/bank. There is also an appraiser (how much is the property worth), an inspector (what condition is the property in), a referral partner (who gave us the lead) and a lawyer (who finalizes the transaction). Each of these organizations must receive templated-email and each has roles, tasks and automations.
I would ask Pipedrive to allow a deal to have multiple non-primary organizations to be associated to a deal, and be able to reference all organization information in templated email and automations.
Big project! Valuable to us!
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Hi everyone, great discussion! Nice to see members helping each other out and exchanging ideas here. 🙂
While it's possible to link multiple people to the same deal as Participants, it's currently not possible to link different Organizations (other than creating a custom field to list them, but they still won't be associated with the deal in the classic sense).
@Richard Hoffmann @Boris Tsibelman @Paul @Joseph Valenti I'm going to send your feedback internally for our team's consideration. Thank you for illustrating your use cases, it's very relevant information to us.
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As the OP above - I enquired about the same functionality. We often have multiple organisations bidding on the same deal(tendering) - including them all as separate deals for each organisation inflates the forecast figures and makes updating the deal very long winded!
A solution rather other than a work a round would be most welcome!
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Rob Sutton said:
As the OP above - I enquired about the same functionality. We often have multiple organisations bidding on the same deal(tendering) - including them all as separate deals for each organisation inflates the forecast figures and makes updating the deal very long winded!
A solution rather other than a work a round would be most welcome!
Hi @Rob Sutton , thank you for your feedback!
Currently your best bet would be to create Organization-type custom fields for that main deal. At the moment we have no news about this, as 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.
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Inês Batata said:
Hi everyone, great discussion! Nice to see members helping each other out and exchanging ideas here. 🙂
While it's possible to link multiple people to the same deal as Participants, it's currently not possible to link different Organizations (other than creating a custom field to list them, but they still won't be associated with the deal in the classic sense).
@Richard Hoffmann @Boris Tsibelman @Paul @Joseph Valenti I'm going to send your feedback internally for our team's consideration. Thank you for illustrating your use cases, it's very relevant information to us.
Hi PipeDrive support team
What is the update on the ability to link several organizations to an organization?
In our team we are often coming across a parent company with several subsidiaries where we have the need to link the different companies to the parent organization.
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Tim Goss said:
Similar to Joseph. In real estate we will have a deal that will have a 2 Realtors, Lender, Title, Home Warranty, Inspector, Contractor, ect... It would be a great way to link each organization to a deal.
Same here! Also it would be nice to add the different organisations with a "role" to the deal/lead, e.g. "Acrhitect", "Investor" etc.
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I have a similar use case. In enterprise IT sales, I have a OEM, a Reseller, a Distributor, and an End User....all for one opportunity. That's not even taking into consideration when I have a "consultant" that is brought in from one of those entities or another solution partner either. There is a GREAT need to be able to have multiple orgs organically "linked" to a deal. I tried using the "projects" feature, but it seems to be less functionality in this regard for some reason.
I understand the work-around and do this, but as others have stated, it's not the same functionality that other CRM providers have featured. I've used many different CRMs over my 30 years in sales and so far, I'm very impressed with what Pipedrive offers that I need. But if you want to grab a whole other level of clientele, these are some updates and functionality that will need to be addressed and materialized, not with a work-around.
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Ditto to many of the above. We deal with Brokers who can represent more than one Organization. I created a custom field so the Organization has a link to their "Broker", but under the Broker, especially if they rep more than one Organization, I have to create a separate field for each. It would be great to have just one custom field in which I could put in multiple Organizations.
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We deal with data sharing and this is mandatory for us as data sharing is always between multiple organisations
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