So We have our Sales and Tickets dashboard for taking care of Sales and Support Cycles/Pipelines.
I am looking for a way to create a unique “company” based dashbaord for our sucsses team that will include some automation not sure if possible and how to approach it.
So my goal is to have “stations” in the pipeline for each phase the company is in, for example onboarding and setup which can be controled manually by the team..
But i want also to include some sales metrics, for example i want the a company to move to the “station” prior renewal, meaning x months before their contract ends, no matter which station they are at.
I also want to create another station called (ex. Need Attention) to have a look if the contact (email, phone, meeting) has been conducted in the past ex. 30 days and if not to move them to that station.
Also (if it’s not too much) can i move them to a station “requiered action” from other pipelines the status change? example new support ticket has been opened or a new contract has been signed.
So my questions:
1. Can we create a company based “timeline/pipeline” and how
2. How can i trigger move to another station based on date from deals or manually “in 8 months” when we sign a contract.
3. How can i move a company to another station when (email, phone or meeting) haven’t been done for over 30 days.
4. How can i move a company to another station when (a new ticket opens).
There are a couple of ways you can do this, depending upon how deep you want to get into it.
Pipelines don’t exist for companies per se, but a simple dropdown property called “Station” might do the trick for you if all you want to do is measure what station the company is currently at and you don’t need date stamps at changes in stages or associations with other database objects.
If you do need them, then I would probably consider a Custom Object, because those do have pipelines with date stamps at stage changes. You could create a custom object called “Customer Journey” and associate it with your company, with each stage representing a station. This would allow you to associate multiple other objects to the Journey (Contacts, Deals, Tickets, etc.), not just the company.
As for the automation component, that’s fairly easy:
You could use a calculated property to determine the date for a pre-contract renewal station based upon the number of days from a deal close date. Then trigger your workflow when that date is one day from now.
You could trigger your second workflow when the last contacted date is more than 30 days ago.
Your third workflow would be triggered based upon then the create date of a ticket associated with the company is known.
Happy to elaborate on any of this as needed, but I think this should get you going in the right direction.