How to manage sales pipelines on ClickUp

We've all heard of Pipedrive, Hubspot and Salesforce, today I will talk about how we leverage ClickUp (which we are already paying for other teams in the company) to handle a sales pipeline (with some limitations but not crucial for small sales teams).

If you are just starting out with sales or are just switching from paper-based forms to digital it might hit you when you see Pipedrive's pricing model, which starts at CHF 12.-/mo/user just for sales management. c might be a good alternative since you can do a lot more than just sales pipeline tracking for half the amount of money, starting at just over CHF 4.-/mo/user (get a free trial by clicking here).

Process

Figure out how leads will be created inside of clickup (top of Funnel)

The first thing to understand is how your sales funnel is set up, where do you get your leads from? From online advertisements, newspapers, word of mouth, partners, or from multiple sources? Once you know this you need to set up a form to create a new sales opportunity in ClickUp or a Zapier automation that gathers leads from Facebook or LinkedIn ads.

This is an example of a so-called Facebook Lead Ad. Its use is primarily to gather lead data in a fast and reliable way since Facebook sends the data that was previously stored by the user (there is no friction, just one click).

This screenshot was taken from a Lead form that was created natively from ClickUp. It is primarily shared with partners and with customers that regularly share leads with us. This ensures that the data we get from our partners is formatted correctly (no work on our side to sanitize data and put it in order).

Set up a pipeline that makes sense to your business model

For us, it is important to understand what the lead currently has in terms of Internet and Mobile subscriptions and our first step is therefore to get in touch with the lead and to qualify him. We do this by asking about current Operator invoices or contracts and their needs (TV service, use of landline phones, etc...).

After this we send the lead an offer this converts a lead to a prospect. We then check in with the prospect on a regular basis to understand if he is ready to sign & to activate the contract or if more time is needed to get the offer approved by decision-makers. We also offer to revise the offer on the basis of new needs or other directives.

After this phase, we either move the prospect to the WON column or to the LOST column.

Empower sales personnel with powerful tools

In our simple yet very important process, we discovered that the ability to store attachments, input notes, create action items, set reminders, and create custom fields like deal value, expected date of closing, and a few other factors greatly improved the efficiency of this department. I truly believe that tools like ClickUp have the potential of replacing all apps or offline processes that you currently have in your company without too much trouble and development costs.

Get actionable insights and become data-driven in terms of decision making

Another important factor in sales is tracking the closing rate, deals that have not been updated in a while, and a host of other indicators that help you determine whether or not your sales team is performing well. In ClickUp you have the ability to create dashboards that enable you to track these aspects. See the example below (this dashboard does not count all of our sales pipelines and is for educational purposes only).

Conclusion

To conclude this article I would like to say that it is important to track team efforts, the best way of doing this is by moving over to digital tools such as ClickUp. This enables everyone inside of your company to really get actionable insights into your business and act in a data-driven fashion rather than only based on gut feeling (which is still very important to have).

I hope that this article has been insightful and with you a wonderful end to your week and a good start into the weekend!