Best practices for restructuring deal pipelines?
We have a variety of pipelines that are used by different sales organizations in our company (one for inside sales, one for national accounts etc).
Recently we have started an effort to standardize the pipelines into a single pipeline, to make it easier to understand pipeline value, forecast revenue, and generally understand what's going on in our business.
The problem is we have a fair amount of workflows enabling pipeline automation right now. And 40+ hubspot users active in the platform daily.
We want to build the new process and retro-actively update the data to match the new stages. But it doesnt seem like Hubspot has a sandbox instance where we can build out the new process and then push live to the rest of the company.
Has anyone else done a major restructure and have best practices to share?