CRM

sjudson
Équipe de développement de HubSpot
Équipe de développement de HubSpot

When should I create multiple deal pipelines in HubSpot CRM?

HubSpot deal boards are awesome. They are highly visual and Trello-like, so you may be tempted to create multiple deal boards, use the boards for project management, or even start adding your leads in.


While it’s certainly not wrong to create multiple boards for mixed use, note that the deal boards are intended to track your sales – particularly, any revenue opportunities for your business.

Screen Shot 2017-03-21 at 12.06.24.png


Deal = Revenue Opportunity = a potential dollar exchange your business may receive for a product or service.

So then, when should you create multiple deal pipelines in HubSpot CRM?
Your deal pipeline helps track those opportunities and uses Deal Stages to help you codify your sales cycle. Assuming your sales cycle remains relatively the same across all products or services you sell, you should only have one deal pipeline.

Here are some examples of when you might consider having multiple pipelines:

 

1. You are selling multiple product lines wherein the process for selling each or some of those products is different (i.e. your sales cycle is different across products)
2. You are selling a product AND a service and they require separate sales processes to close as business

 

In lieu of creating multiple pipeline when selling multiple products or when selling a product AND a service, I recommend creating a custom deal property and store this data specifically on the deal itself.

Trust me, having ONE deal pipeline is way easier to manage and is a lot cleaner when it comes to reporting even though having multiple may make you feel like you’re making more money!

3 Réponses
CRaube
Membre

When should I create multiple deal pipelines in HubSpot CRM?

Hi @roisinkirby & @sjudson & @leesuker -- I realize this post is quite old, but topic is newly relevant to me as a new HubSpot team and VP of Sales.  I need to designate the conversion/renewal deals of our business carved out for reporting.  

 

What are the best practices & recommendations to house these deals in a pipeline -- a distinct property on the Deal that becomes Closed Won even for 1st time (conversion) or year 2 and beyond renewals?  So rather than another distinct Stage or Pipeline, which would pull this date "up and out" in the scheme of Deals, would you recommend going deeper by storing the distinction of conversion/renewal as a Deal type indicator?  and then carve out the conversion/renewal value in a report?  

 

How else has anyone handled this? 

0 Votes
leesuker
Participant

When should I create multiple deal pipelines in HubSpot CRM?

The problem with that recommendation is that your dashboard then becomes quite limited.  For example, your dashbaord has a global filter by pipeline.  So if you want to quickly view your reports for different product lines, you can switch pipeline.

0 Votes
roisinkirby
Équipe de développement de HubSpot
Équipe de développement de HubSpot

When should I create multiple deal pipelines in HubSpot CRM?

To follow up on the above, here are some relevant/useful articles from the Knowledge Base:

 

How to use Deals

CRM Projects

0 Votes