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How 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

SaaS - Enterprise & SMB B2B

SaaS Sales

Growth Strategies

Justin Novak | Startup, SaaS, & E-Commerce Growth Consulting answered

If you direct message me I can help show you a simpler more efficient alternative that may be helpful :)

Alvise Stratimirovich answered

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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