I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages
- Lead-in (We can't use Leadinbox because you can't filter by address)
- Reschedule Demo
- Demo Set
- Set Trial
- Ready for Close
We used to have one big pipeline and we recently chopped it up into "Qualification" with step 1-5 and then "Conversion" for steps 6-9. This is great to separate the pipeline for SDRs and AEs, however we can't get data across pipelines.. This is a HUGE problem.
For example we can't track the conversion rate from Step 5 to 6.
Is data across pipelines in works?