Currently, pipelines can only be used in deals, tickets, leads, etc. but many businesses need to track progress at the company level across multiple interactions or projects without applying a custom or standard object. I propose adding pipeline properties specifically for companies, enabling consecutive progress tracking in a structured, pipeline-style format.
In Detail:
- Introduce pipeline functionality for company records, similar to deal pipelines, with customizable stages.
- Allow companies to move through defined stages that represent the overall progress of ongoing projects, partnerships, or sales cycles at the account level.
- Enable creation and customization of multiple company pipelines to reflect different workflows or project types.
- Provide the ability to report on and visualize company pipeline stages to monitor progress over time (funnel reporting as in deals, etc.).
- Non-plus-ultra: Sync or link company pipeline stages with associated deals or tasks to offer a holistic view.
Benefits:
- Helps teams track broader, account-level progress beyond individual deals.
- Supports complex sales processes, renewals, or multi-deal engagements that require company-wide monitoring.
- Improves forecasting and strategic planning by visualizing pipeline status across key accounts.
- Reduces manual workarounds currently needed to track company progress outside deal pipelines.
Use Cases:
- Account management teams managing long-term customer success journeys.
- Sales teams tracking multi-deal negotiations under a single company.
- Customer onboarding processes requiring defined stages at the company level.