What pipeline steps do you use in Pipedrive?

S
Latest activity: Mar 27, 2023
What pipeline steps do you use in Pipedrive?
I'm seeking ideas on how other teams divide the sales process, as our team might improve by incorporating additional stages into our current workflow.
S
Latest activity: Mar 27, 2023
What pipeline steps do you use in Pipedrive?
I'm seeking ideas on how other teams divide the sales process, as our team might improve by incorporating additional stages into our current workflow.
A
Mar 27, 2023
I start with Lead Generation/Prospecting to find potential customers and collect their info. Then, move on to Qualification to figure out if they're a good fit and have the budget. Next is, Meeting/Discovery to show off your product and learn about their needs.

Once you've got that covered, it's time for Proposal/Quote to lay out the details, followed by Negotiation to address any concerns and close the deal. But don't forget about Post-Sale, where you follow up with customers and ensure their satisfaction. And that's it, simple and effective pipeline steps to help you sell.

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