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MenuHow can i set up a funnel on pipedrive for Saas(integratio) Sales ? Looking for best practices.
It’s self service plataform , trial version is available .
There is no marketing strategy yet. Just organic users for now
Answers
If you direct message me I can help show you a simpler more efficient alternative that may be helpful :)
To set up a funnel on Pipedrive for SaaS (integration) sales, first of all you have to define Stages (based on your Sales Journey).
Example for a self-service platform with trials:
• New Lead (user signs up)
• Trial Activated
• Engaged in Trial (specific feature usage or milestone reached)
• Conversion Opportunity (trial nearing end, interest shown)
• Closed-Won/Lost
This is the basic.
After that, you can build it in Pipedrive and leverage Pipedrive Automations.
To do that you can create workflows to move users through stages based on their actions (e.g., “Trial Activated” triggers when a trial account is created).
Remember to use automated reminders to follow up with engaged users nearing trial expiration. ;)
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