topic Re: Pipelines in Tips, Tricks & Best Practices

Pipelines

ArchieTheWestie — Fri, 06 Jul 2018 03:22:41 GMT

First time caller here... and a real CRM novice.

I sell up to 20 different products with dozens of prospects for each product. Should I create one pipeline per product and then apply deals to that pipeline?

Cheers...

Re: Pipelines

Phil_Vallender — Fri, 06 Jul 2018 07:37:32 GMT

Hi @ArchieTheWestie

With that many products I would recommend creating Products in the CRM (requires Sales Professional) and only creating multiple pipelines if the sales process or measurement for those products differs significantly.

If you do not have Sales Pro, consider creating custom fields to track the product or products in each deal.

Creating multiple pipelines with increase the amount of time it takes to find and update deals, and increase maintenance. I don't think it will provide you with a good experience - not across that many products.

Useful articles:

Hope this helps.

Re: Pipelines

ArchieTheWestie — Sun, 08 Jul 2018 21:53:42 GMT

Hi Phil,

Many thanks for that reply and that makes sense. One futher question I had about the Marketing/Sales integrated CRM, was whether it is possible to have the Sales CRM private to the Marketing? We have a lot of sensitive sales information and data being discussed that we wouldn't want everyone to access.

Cheers!

Re: Pipelines

Phil_Vallender — Sun, 08 Jul 2018 22:19:13 GMT

Hi @ArchieTheWestie

Yes, HubSpot's new-ish permissions let you keep things seperate.

HubSpot user permissions guide

Hope that helps.

Re: Pipelines

Phil_Vallender — Tue, 09 Oct 2018 22:08:53 GMT

Hi @ArchieTheWestie

Did my replies help you solve your issue? If so, please mark one as the solution.

Thanks, Phil.

Re: Pipelines

MCisneros — Fri, 20 Aug 2021 18:28:52 GMT

With one pipeline, how would you create a view to see which products are in the pipeline easily? Currently, we have multiple pipelines for all of or products, but I would like to move to one sales pipeline, however, the concern is that we won't be able to easily see which products are in the pipeline. Can you advise? Thanks.