How are people structuring sales process steps in custom fields?
Hey fellow pipedrivers,
I am curious to see how others are structuring their sales/qual processes in custom fields. At present I am including;
- Call Objective
But am interested to see what others are capturing on the deal record to help prompt a structured approach to sales process.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,228edited May 2022 #2
Hi @Jamie Pride
I think this is very business-specific.
For instance, for a d2c brand, I am tracking source, items they're interested in, their purchase timeline, campaign, etc. For a dental practice, I am tracking source, treatment, agency, etc. These data points help analyse the effectiveness of the lead gen initiatives and the sales process.0
Liz - Pipedrive Partner and Consultant Posts: 81edited May 2022 #3
100% echo @Amit Sarda here, @Jamie Pride. What's most important about your fields is that you're using single option, multiple options, and date fields vs. text and auto-complete, whenever possible. You have much better reporting capabilities with pre-defined fields compared to text fields.0