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;
- Source
- Call Objective
- Ask
- Solution
But am interested to see what others are capturing on the deal record to help prompt a structured approach to sales process.
Answers
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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.
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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.
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Hi Amit. I am new to CRM processes and I am trying to configure the sales workflow on the CRM for a dental practice. Did you use an external agency to configure your pipedrive CRM? I am planning to get all the leads automatically imported to pipedrive but I am a bit unsure on which stages to add.
Thank you in advance!
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Hi @Marmitation - I am the one setting it up for my clients, DTC or dental practices. I have 3 dental practices as clients in the UK for whom I manage their Pipedrive systems.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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Thanks Amit. Can you please give me an idea of your cost to set up a pipedrive CRM for a dental practice? Thank you.
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@Marmitation - 2 had similar requirements, the third had slightly different requirements. I have had ongoing relationships with 2, while one lasted only a few months. So hard to say without exactly discussing your requirements. I have my contact details in the message above. Please feel free to book a call.
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Thanks Amit, do you have non-priority (free) initial calls? Thank you.
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@Marmitation No, I don't.
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@Jamie Pride I created an activity that will pop up anytime a rep is doing a discovery call. Within the activity is a pre-saved call notes structure for them to go through.
this way the reps have a structure and can fill in the responses directly in the activity notes.
i eventually automated this as well.
helpful?
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