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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Please allow multiple organizations to be linked to deals
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You can create a Custom field as "Organization type" and then add it to details of deal.
So in this way you can add more than one organization to the same deal.0 -
I'll try that now
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Just did it. Works great! thanks Fabrizio!
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It's a pleasure Randy!
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I have a project that is released for Tender by the customer/consultant. I have created the deal in the name of the consultant and used a custom field to link an organisation who is bidding on the tender to the deal. However this only allows the selection of one organization so if I have 10 customers bidding on the tender I have to have 10 custom fields. The field should allow multiple entries from the same custom field.
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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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Fabrizio Nicolosi said:
You can create a Custom field as "Organization type" and then add it to details of deal.
So in this way you can add more than one organization to the same deal.So, juts for clarification: I add a custom field "related organisation" of type "organisation" to deal/lead. But then I can add just one extra organisation. But how can I connect multiple instances of that field to my lead- e.g. like I can add multiple eMails to a contact?
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Yes, you should be able to link deals to multiple contacts. It doesn't seem to be possible in Pipedrive but is in some other CRM systems. If I am wrong and it is possible please let me know how, it would be very useful.
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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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Hi there,
Has there been any update on this functionality?
We have leads where we bid to different main contractors who are bidding for a single tender, which will get awarded to only one of them. If we create different leads, it creates an artifical volume of sent proposals. We would like to have all the organizations we have bidded to.
We also have cases where we have different organizatons involved, like consultants.
Best regards,
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I don't understand why this hasn't been solved already. Many organizations bid sub-contract proposals for construction and service contracts. Tracking multiple bids hoping that one of the people you bid got the contract and that they awarded the contract to you is the main reason we use CRM. This is my third attempt at using Pipedrive and the workaround is not acceptable. Why do I need to invest in a custom Salesforce solution when my firm is not unique?
Maybe this will help. We want to track all the associated detail of the project. We also want to track all the companies we bid to and did not bid to... At the end we want to track who gave us a PO. We also want this information available to help us be successful in getting the PO. Workarounds don't enable us to see PEOPLE WE HAVE BID BUT NEVER BUY FROM US.
Intelligence is in the data. Workarounds rob us from seeing the bigger picture.
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I would like to echo all of the above and especially 604Blue's comment. The ability to include multiple organizations in one deal would be a huge benefit to our organization as well. The data would help us to decide if and when we will or will not use valuable resources to pursue a deal with a particular organization.
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Same challenge, same support for this request. We're a software organisation and often work with consultants or resellers on the same deal.
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Resurfacing the above concerns as well... we work with independently-owned retail stores and often one contact determines whether you're doing business with 3+ locations. Would be nice to link these locations (organizations) all to one deal for simplicity of tracking.
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Adding my comment after following this with exasperation. (if that is a thing)
We target construction projects. Influencers in a deal involve Architects, Engineers and construction companies. We talk to all three throughout a project and need to reflect this on both the deal and the organisation pages.
Please @Pipedriveadmin !!!
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Hi! We would also like to know if this is something that you guys will concider in the future. We want to make one lead or salesagreement to several companies, as we might sell to a mother company or sister companies (with same owners) it would be much easier to just combine them all in one lead. Also: Would really like to be able to send an email to the companys email and not just the company contactpersons email, from the lead or sales opportunity itself. Thanks!!
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Hi ! Quick @Pipedriveadmin to check if any move :-)
Or workaround to propose?0
