Hubspot should have a requirement before it goes to a future stage that it had to have moved through all the previous deal stages! It's hard for our finance team to figure out the average conversion rates between each deal stage if the sales people keep moving around deal stages.
Great idea and a necessity to coach the sales reps
Yes please - I want to "enforce" process adherence as simply and subtle as possible. No problem if a rep can move a deal faster through the pipeline and skip stages (if it makes sense), but I'd still like the deal to move through every single stage so I can track conversion rates waaaay more easily.
Agreed! We need sales reps to follow stages before even "seeing" an option to mark the deal as won.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.