There are a lot of moving parts when it comes to managing your deals. Because the sales process is different for every company and the products within the company, your deal pipelines should be unique but reflect the standard buyer's journey.
Many businesses can utilize multiple deal pipelines to track their various services or products, to track different sales processes for different customers, or to continue engagement post-sale in order to maintain the relationship.
Use multiple deals pipelines to see a visual of how your prospects move through every stage of every sales process. A contact advances through your sales pipelines by completing specific actions which indicate their interest in the deal and the likelihood the deal will be closed. This helps your team to better understand what they need to do to close a deal.
With Nimble's Multiple Custom Pipelines, you can add an unlimited amount of pipelines with different stages to stay nimble with your day-to-day operations.
Setup Deal Pipelines
Multiple pipelines are available for our Nimble Business plan with no limit on the number of pipelines.
Pipelines can be created from Settings. Just visit the Deals tab or go to your Settings >> Deals Pipelines. Then click "Add New Deal Pipeline". You'll now be able to name your pipeline, add a description, customize the stages and create lost reasons.
Name your pipeline
At the top, you'll see the option to create a name for your pipeline. A well-implemented pipeline can improve your sales process so creating a name that captures the core of the sales process is necessary.
You can name your deal, add a description, choose a color bubble to distinguish it from others, and choose a currency.
Stages - A deal consists of a series of stages typically starting from the beginning of a process until its completion. Use stages to define and track a particular sales process.
Create stages by clicking "Add Stage". Then name the stage, add instructions, expected days in that stage, and the default probability percentage. When you are ready, click "Save Stage". You'll then be prompted to create another.
Set custom fields for each of your individual pipelines. Your deals already come with the generic fields needed to manage your data, however, if you need to add fields to log specific details about your company's needs, you can do this using custom fields.
To get started, select "Field" to create an individual custom field or "Group" to create a group that will hold all your custom fields.
To learn more about custom fields, take a look at the following: Custom Data Fields
This section allows you to create reasons why a deal may not have been successful throughout the sales process and was lost. For example, you could add "Contract Disagreements" as a lost reason which would indicate that both companies could not agree on the terms of the contract.
Modifying Deal Pipelines
Deals pipelines can be modified at any time. Within your Settings >> Deals Pipeline, locate your existing pipeline and from here, make any changes necessary.
To remove an unused pipeline, just select the pipeline then choose "Archive" at the top. It's important to note that when a pipeline is archived, you will no longer be able to access it. However, any contacts that were involved in the deal will display the pipeline on their contact record.
To learn how to add contacts to a pipeline, check out the following article:
Where to find Deal Pipelines
After the pipeline has been created, you will find it in the Deals tab. You can then start adding deals to your pipeline.
All deals will appear in the "All Deals" view.
We would love to hear your feedback or questions about our latest feature, please write us at email@example.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.