topic Re: Single or Multiple Sales Pipelines? in Tips, Tricks & Best Practices

Single or Multiple Sales Pipelines?

JLMancke — Mon, 22 Mar 2021 23:41:37 GMT

We currently work out of a single pipeline, but we sell both services and resell licenses, which have different success rates and cycles. Are there best practices and/or guidance on when it's better to use a single or multiple pipelines? And if we split out into different pipelines, what are the implications for our dashboard reporting that we should be thinking about? Thanks for your help!

Re: Single or Multiple Sales Pipelines?

karstenkoehler — Tue, 23 Mar 2021 05:51:53 GMT

Hi @JLMancke,

In general, having only one pipeline is easier to manage and report one. You want to use multiple pipelines when the sales process is different, for example an additional or different phase in the sales process.

It sounds like that could well be the case at your company, selling services and reselling licenses. If the phases are exactly the same however, you could simply create a custom deal property that marks a deal as either services or license resale. That would cater to all of your eventual reporting needs in the future as well.

With two pipelines, most situations will require you to create two reports – not the end of the world but definitely added workload.

Your guiding question could be: Am I complicating the life of our sales persons if we're using the same deal stages for both services and licenses? Am I losing out on information by not having custom stages for one of them? If not, I'd recommend sticking to one pipeline and working with custom properties.

Hope this helps!

Re: Single or Multiple Sales Pipelines?

RCullinane — Mon, 29 Nov 2021 18:50:57 GMT

Hi, were you able to figure this out? I have the same questions while I'm building out my company's pipeline(s). Thanks!

Re: Single or Multiple Sales Pipelines?

KAmiri — Mon, 14 Apr 2025 05:37:10 GMT

Hi Karsten, my leads are going through a smilar journey, however I have different groups that I want to pull in depending on their location and role, as I am contacting them in regards to events we have coming up and the events vary in topic and location. In theory one pipeline should be fine as long as I'm not using email automation and instead, manually putting the correct templates in. Therefore I created a property to distinguish which event the lead is in my pipeline for. I have just pulled in 300 leads for our next event and would like to assign that propoerty to all of them in bulk, however I can't see a bulk edit option when I highlight them. Do I have to go through each one and select the correct dropdown from my ' event' property individually?

Thanks,
Kat

Re: Single or Multiple Sales Pipelines?

KAmiri — Mon, 14 Apr 2025 23:04:49 GMT

Hi, I'm still waiting to hear back but also in the process of working with our CTO to get a meeting with HS and go through this. I can keep you posted if we don't head anything back on here. Cheers!