You Don't Need a CRM! Academy

Multiple Pipeline Management

Every company has their way of working and their way of organizing their leads. And, if your company sells different types of products or services, then there's even a difference in the sales process for each product or service.

For better lead management, you need to be able to have a pipeline for each type of product or service that you sell, so that you can easily overview where you're at for each of them. Also, as a sales Manager, it's essential to know where your sales people are at for each type of product or service and that's why you need to be able to create multiple pipelines inside your lead management software.

Inside You Don't Need a CRM!, it's possible to create multiple pipelines if you subscribe to the Expert Edition package.

N.B.: The goal is not to have plenty of pipelines. Create multiple pipelines only if there's a big difference in the sales process between one product/service and the other!

Example of a tech company

If we take the example of a tech company, typically 2 situations can happen: you can sell a simple a packaged software or a lot of consultancy on a large system for a big company. In the first situation, deals can close in weeks without even meeting the client whereas in the second situation, leads can take several months to close and require several meetings.

Thus, you would have 2 different pipelines:

Simple package: To Qualify > Contacted > Demo > Proposal > Closing

Large system: To Qualify > Contacted > Meeting I > Meeting II > Meeting III > Quotation > Negotiation > Closing

Read also: Create & manage multiple pipelines inside YDNCRM

Next post: Make your most important leads stand out

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  1. Organizing your sales activity
    1. Our philosophy
    2. Suspects (unqualified prospects) vs. leads
    3. Prospecting lists, leads & client folders
    4. Status vs. sales steps
    5. Defining key information on leads
    6. The importance of categorizing your leads
    7. Managing multiple contacts in the same company
    8. Admin, team manager & user
    9. Customizing your account interface
  2. Organizing your daily activities
    1. Every morning, know exactly what leads you need to work on
    2. Follow up the history of your exchanges & BCC email conversations
    3. Set reminders and synchronize your account with your calendar
    4. Extended, compact & pipeline mode
    5. Create several pipelines to analyse different sales processes
    6. Make your most important leads stand out
    7. Find leads by using filters
  3. Learn how to use prospecting lists
    1. When and how to use prospecting lists
    2. Only turn a row into a lead once the contact is qualified
    3. The importance of using column names
    4. Magic columns
  4. Working on the go
    1. Mobile app
    2. Using the speech recognition
    3. Scan your business cards
  5. Adding leads from external sources
    1. By e-mail
    2. From your partners
    3. From a contact form
  6. Follow up your business’s activity - understanding it and collaborating
    1. Analyze your activity by category or by salesperson
    2. Find the leads that have been pending for too long
    3. ROI of specific actions, or of a specific month activity
    4. Using the Activity feed to manage your team
    5. Follow the sales activity every morning thanks to the daily activity e-mail
    6. Exporting your data for reporting or marketing purposes
  7. Manage your existing customers
    1. Following up on your won clients
    2. How to manage upsells and renewals vs follow-up
  8. Connect You Don’t Need a CRM! to other apps
    1. How to connect: Zapier, API & direct integration
    2. Send notifications or fire actions based on events