Step 1: Define and create your pipeline
- Set probability percentages to match realistic chances of winning deals.
- Keep stages simple and reflective of the entire sales process.
- Ensure the pipeline works for various deal types.
Sales pipeline management in HubSpot
$
Pricing
$1,500-$2,500
The pricing for pipeline management varies on complexity.
Automate your sales process, increase your close rate, and set yourself up for accurate forecasting.
Sales pipeline management
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Step 2: Identify key deal properties
- Common properties include close date, deal amount, and deal status.
- Create custom properties for forecasting, sales, and reporting.
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Step 4: Populate properties
- Determine who, when, and how properties will be filled out.
- Automate property population to minimize errors.
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Step 5: Automate your pipeline
- Set up deal creation, movement, notifications, and tasks.
- Find the right balance to avoid under or over-automation.
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Step 6: Migrate existing deals
- Move necessary existing deals into the new pipeline.
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Step 7: Test and refine
- Use the pipeline in practice and adjust based on real-life feedback.
What are the value adds?
- Provide your sales team with a practical workspace which allows them to close more deals
- Ensure that important tasks are not falling through the cracks
- Collect the important data accurately, to set the stage for accurate forecasting and reporting