Insights

3 followers

5 questions

49 posts

Hello,

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

1. Lead-in (We can't use Leadinbox because you can't filter by address)
2. Cold
3. Warm
4. Reschedule Demo
5. Demo Set
6. Set Trial
7. Onboarding
8. Monitor
9. 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... (More)

Hi,

It would be nice to be able to turn off data measurement when you move a deal backwards in the pipe.

To give a concrete example; one of our operational KPIs e our sales team is measured on is booked meetings which is connected to our third stage (trigger is that when a meeting is booked, move from stage 2 to stage 3). So, if a sales rep move the deal back because I as a team lead has challenged the quality of this specific deal, the stats looks like the sales rep scheduled a new meeting when he... (More)