Tracking complex multi-layered technical sales

[colorful-sales]

Dear community, 

Would be grateful for thoughts on how to use and operate a pipeline in a sales process that includes a multi-layered technical sales process intended for enterprise sales? 

Multi-layered - meaning that in order to close the deal, the technical aspect of sales involves several processes: product performance, regulation, specification, etc.  Each such sub-process (which often take place concurrently) has a different velocity and a different timing for each customer. 

Looking for best practice to track progress in such a sales process. 

Thanks for any help!

Each 

[Josh · Accepted solution]

@colorful-sales,

You could certainly use Tickets if you don't have enterprise. If you have an enterprise account, I'd recommend the custom object route especially if you are using Service Hub for other processes.

Josh 

[Josh]

Hi @colorful-sales,

My recommendation is to use Custom Objects for each of the processes as well as custom object pipelines. Your primary sales process will use the default deal pipeline functionality, and your correlating processes (product performance, regulation, specification, etc) will be custom objects that associate with the primary deal object. You can have different and unique pipeline stages to map the processes individually and use custom properties on those objects to capture the appropriate data. The objects can interact with each other using workflows or if you just need to see the information, cross object reports.

This has worked very well for us in the past and allows individual owners to manage each process individually while maintaining transparency and collaboration between the processes.

Book time with me on my meetings link if you want to chat through this in more detail.

Josh

[colorful-sales]

Hi Josh, Thanks for the quick reply!

Is that something you would consider using tickets pipeline to address? Or is that not the way to do that?

And defintely took your offer of booking a time. Thanks for that too