Jul 5, 2018 11:22 PM
First time caller here... and a real CRM novice.
I sell up to 20 different products with dozens of prospects for each product. Should I create one pipeline per product and then apply deals to that pipeline?
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Jul 6, 2018 3:37 AM
With that many products I would recommend creating Products in the CRM (requires Sales Professional) and only creating multiple pipelines if the sales process or measurement for those products differs significantly.
If you do not have Sales Pro, consider creating custom fields to track the product or products in each deal.
Creating multiple pipelines with increase the amount of time it takes to find and update deals, and increase maintenance. I don't think it will provide you with a good experience - not across that many products.
Hope this helps.