How to set up activities that are supposed to lead to an advancement in a pipeline?
Given the lack of email sequences and cadences or playbooks, I don't quite understand Pipedrive's value.
To structure our sales process I was thinking of automatically setting up activities that may be needed to get a deal to advance to the next pipeline stage.
For example, an SDR completes a call but the callee didn't yet book a demo during the call. So the deal enters the stage "Outreach completed", which triggers the creation of three activities: Reach out in 3 days, 10 days, 3 months. As soon as the deal advances to the next stage, demo scheduled, those tasks are of course obselete.
As far as I understand, I could set up an automation that creates those three activities on entering the stage but they can't be deleted when leaving the stage, which renders it unuseful.
With just tracking deal stages and having to keep track of everything that happens in a certain stage yourself, I have to say that I'm not really convinced that Pipedrive is such a great help.
Am I missing something?