HubSpot Deal Pipeline : How to Build One That Actually Reflects Your Sales Process

Описание: Everyone tells you to keep your pipeline simple. Four stages max. Clean. Easy to read.

I'm going to tell you why that advice is wrong and what to build instead.

Most HubSpot pipelines fail because they try to serve two completely different audiences at the same time. Management wants a macro view of where things stand. Sales reps need to know what to do next. When you try to solve both with the same 4-stage pipeline, you fail both.

In this video I walk you through how to build a deal pipeline that's actually operational, one your sales team will use, and one that reflects how you really sell.

00:00 Why a Simple Sales Pipeline Does not Work
00:18 Lead Pipeline VS Deal Pipeline
00:59 Rule #1 Build it with the Sales Team
02:12 The Real Issue of Simple Pipelines
02:52 The Solution : Operational Pipeline
03:32 Building a Pipeline in HubSpot
06:37 Required Fields
08:11 Automations
09:50 Recap

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Website → https://hs-simple.com