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
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    @Richard Hoffmann -- can you achieve this now with custom fields? 

  • Richard Hoffmann
    Richard Hoffmann Posts: 9
    edited June 2020 #3

    @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?

  • Paul_5750
    Paul_5750 Posts: 14
    edited December 2020 #4

    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. 

  • Joseph Valenti
    Joseph Valenti Posts: 76
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited September 2020 #5

    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! 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #6

    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.

  • Tim Goss
    Tim Goss Posts: 1
    edited March 15 #7

    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.  

  • Rob Sutton
    Rob Sutton Posts: 2
    Second Anniversary Photogenic
    edited February 24 #8

    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!

    https://community.pipedrive.com/question/who-else-could-see-the-benefit-of-multi-organisation-deals-for-where-you-ve--5f85ab009adadd2793ff76f2

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 17 #9

    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!

    https://community.pipedrive.com/question/who-else-could-see-the-benefit-of-multi-organisation-deals-for-where-you-ve--5f85ab009adadd2793ff76f2

    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.

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

  • Martin Laue Brodersen
    edited February 16 #10

    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.

     

  • Leopold Goess
    Leopold Goess Posts: 2
    edited March 15 #11
    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.