Pipeline to Pipeline conversion

Klaas Riach
Klaas Riach Member Posts: 12
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edited July 4 in Sales CRM #1

With the limited functionality of leads (compared to deals), we are setting up a Marketing/SDR Pipeline in deals. Now we want to track the conversion rate from that pipeline to the actual sales pipeline in insights - anyone found a workaround?

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  • Andre Vill
    Andre Vill Member Posts: 137
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    edited April 2022 #2

    Hi Klaas!

    There are several ways you can track that data. Best way that we like to do it is, through workflow automation. 

    Every time that a lead goes through the prospecting pipeline and the lead goes into won, we automatically duplicate the deal and add it into our sales pipeline. After that you can filter out insights based on wins in Leads pipeline and specific stages.

  • Klaas Riach
    Klaas Riach Member Posts: 12
    Second Anniversary First Comment Photogenic
    edited April 2022 #3
    Andre Vill said:

    Hi Klaas!

    There are several ways you can track that data. Best way that we like to do it is, through workflow automation. 

    Every time that a lead goes through the prospecting pipeline and the lead goes into won, we automatically duplicate the deal and add it into our sales pipeline. After that you can filter out insights based on wins in Leads pipeline and specific stages.

    Thanks for your reply, Andre!
    That sounds feasible. Do you only add deals that way to the sales pipeline?
    What about manually created deals, do you start them in the leads pipeline then?
    Thanks again!

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