Nutshell Pro customers can define unique sales pipelines to track entirely different types of sales. Each pipeline has its own stages.
Many businesses have more than one sales model, or more than one way of engaging your customers. You might have a B2C operation and have also developed a B2B corporate sales model. Or you may have a service offering with a very different sales cycle from your product offering. Many Nutshell customers use one pipeline for new sales and a second pipeline for post-sale onboarding, account management, or customer success.
Nutshell Pro customers can create separate pipelines to track very different leads. Then, you can report on your funnel without long-running leads skewing the numbers of faster leads. And you can track different stages for each pipeline. If one type of sale requires a specific stage (for example, a signature on a proposal), you can put this lead into the appropriate pipeline.
Protip: do you have leads that need to follow more than one set of stages, like leads that move through an onboarding or training process once you win their business? Check out follow-through tasks or lead cloning to decide how to best manage these leads on your team!
Create a new pipeline
- Visit Company Settings > Pipelines
- Click "+ Add new pipeline"
- Give your new pipeline a name
- Build the stages for your new pipeline and your goals and tasks (You can visit our What is Sales Automation article to learn more about building an automated sales process for your leads).
Automatically distribute leads to the right pipeline
Lead distribution rules will ensure that all your prospects are always in the right pipeline. Whether your pipelines are used for leads in different industries, you're tracking potential resellers in Nutshell along with your in-house sales, you follow a unique account management or customers success post-sale process, or have a separate renewals pipeline, Nutshell will automate the placement of new leads into the correct pipeline.
Report on your pipelines
Create dashboard cards filtered by pipeline to keep tabs on pipeline performance. The metrics and pipeline cards are particular useful for monitoring multiple pipelines.