CRM

Albus_Bui
Contributor

Practice for New Sales - Onboarding - Happy Client - Churn Pipeline Setup

SOLVE

Hi Expert,

 

We are looking for a relevant pipeline setup that meets our sales process. They want to have separate pipelines for 1) new sales opportunities; 2) nurturing won/existing customers (from onboarding to happy clients); and 3) churn

 

We have 9 sales team and each of which may not want other teams to view their activities or deals. And all sales teams will follow the same model as mentioned above.

 

Any advice on how we can utilize Deals and/or Ticket pipeline for the setup? What should we ask ourselves well in advance to avoid creating too many pipelines which will end up causing frustration in the sales process? 

 

Thanks a lot in advance!

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1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Practice for New Sales - Onboarding - Happy Client - Churn Pipeline Setup

SOLVE

@Albus_Bui with HubSpot Professional level and up, you can manage pipeline access by team. You can also set up simple board views by team, so each of the 9 sales teams only sees their team's Deals in each of the 3 pipelines. 

Screenshot 2024-01-15 at 10.51.02 AM.png

I'd also throw out there the advice that I only measure revenue in Sales pipelines. If you're talking about an onboarding journey, I'd use Tickets or create a Custom Object with its own pipeline. This way you aren't mucking up your revenue object. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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2 Replies 2
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Practice for New Sales - Onboarding - Happy Client - Churn Pipeline Setup

SOLVE

@Albus_Bui with HubSpot Professional level and up, you can manage pipeline access by team. You can also set up simple board views by team, so each of the 9 sales teams only sees their team's Deals in each of the 3 pipelines. 

Screenshot 2024-01-15 at 10.51.02 AM.png

I'd also throw out there the advice that I only measure revenue in Sales pipelines. If you're talking about an onboarding journey, I'd use Tickets or create a Custom Object with its own pipeline. This way you aren't mucking up your revenue object. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
PamCotton
Community Manager
Community Manager

Practice for New Sales - Onboarding - Happy Client - Churn Pipeline Setup

SOLVE

Hey @Albus_Bui, Happy Friday!

 

It's great to see your focus on organizing and optimizing your sales workflows. I would recommend starting with a dedicated pipeline for new sales opportunities, and consider using a separate pipeline for customer nurturing, from onboarding to ensuring client satisfaction.

 

I want to invite our top experts to this conversation, @franksteiner79,@JigarT, @danmoyle any recommendations for @Albus_Bui?

 

 

Thank you,

Pam

 

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