Sales and Marketing Pipeline alignment - looking for advice

Malin Karlsson
Malin Karlsson Posts: 3
edited July 24 in Workflow Automation #1

We are aiming at reaching sales and marketing alignment in Pipedrive. For example we've built a marketing pipe to reflect the stages before a lead turns into a sales qualified one. Sometimes Pipedrive doesn't meet our needs in the marketing department though. 

I'm looking for fellow Pipedrivers who also work with a marketing pipe, meaning you've built a pipe with stages that reflects the full customer journey, not only reflecting the sales process. 

I'm looking to pick your brain on what's working and not. For example: 

  • What stages do you have and what are the definitions?
  • How do you make sure the deals move along the pipeline?
  • Do you do the work manually or do you use automation?

Please let me know in the comments below! Thanks! 

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #2

    Hi @Malin Karlsson ! Thank you for your post, what a great conversation starter.

    @Bernd Auer , @Marco Govoni would you like to share some tips based on your experience? 🙂

  • Ben_11824
    Ben_11824 Posts: 6
    edited February 24 #3

    In another post today, I asked about how to have Leads self-complete the variables we want to have in our CRM (based upon which we'd start Marketing or Sales campaigns), so I'd add "Incomplete Lead" and "Complete Lead" to your list of Stages...

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited October 2020 #4
    Ben said:

    In another post today, I asked about how to have Leads self-complete the variables we want to have in our CRM (based upon which we'd start Marketing or Sales campaigns), so I'd add "Incomplete Lead" and "Complete Lead" to your list of Stages...

    Hey @Ben , thanks for chiming in!

    I see your other post here. There might be ideas there that these users could benefit from :)