Streamline deal pipelines for communications & media with airSlate SignNow

How to create outlook signature

so first off great presentation uh thank you about the tires for CJ too because we had a consultation back in the spring that was great too um for a business like mines or contacts I'm a marketer for a company where we have multiple business divisions multiple tools and things like that so I look at something like a deal pipeline and we're going to need multiples like give me one me pipeline things like can you guys speak a little bit to the value of having like a single source of input and how that kind of helps the team uh consolidate buy-in for a deal Pipeline and making sure everybody's on the same page yeah so in terms of uh I want to take the buy-in part first so um if if you root like attribution reporting in your deal pipeline that suddenly makes the deal pipeline way more valuable to marketers right so if the reports that you show that says like hey how many mqls do we generate how many of them close total revenue if that's pulling from the deal pipeline well then you know marketing team the marketing team is going to be is sure going to make sure that the deal pipeline is going to have those reporting metrics so um same thing with sales right if if they can't physically move a deal to closed one um than without capturing the information that they need to capture that's required of them maintaining that deal pipeline Integrity then they're not going to close deals they're not going to get commission checks and the same is true for facilitating that handoff to implementation or onboarding so if you structure your deal pipeline the right way you will get buy-in but not just because uh it it's forced and important for people's jobs but because also all the things that we talked about how we can help you with those you know warm lead notifications or the closed loss reminders or the automated handoffs like if you just do a little put a little bit of effort into it it actually makes everybody's life easier and so that's that's really where the buy-in comes in uh the first part of your question was on like one or multiple deal Pipelines nobody wants our world is already far too complex so if you could do one pipeline or the fewest amount of pipelines possible do it that said there are scenarios where you need multiple or where you need to consolidate multiple into one um you know I I've had a couple of clients in the same exact industry one of them wants one pipeline for all deals one of them wants to break out net new in one Pipeline and current client upsells in another right so it's it really does come down to preference ultimately it's only as good as how well you use it kind of like a diet or a workout regimen right it's all about discipline uh you don't have to you can like have a different property inside of a deal pipeline that says like deal type or products and services so they could be those like little properties that you capture on deals and then break them out that way so you don't need to create a new pipeline for every single thing but uh really the case where you would need to create multiple pipelines are when the Milestones are different when it's a completely different sales process that has different steps different Milestones that's really when it needs a new pipeline great question