Independent Pipedrive partner services
Pipedrive workflows shaped to your industry
Different industries qualify opportunities in different ways. Use these example journeys as a starting point for discussion, then adapt the stages to the decisions and commitments in your own business.
SaaS and IT services
A SaaS opportunity might move from discovery to demonstration, evaluation and commercial agreement. An IT services sale may need a separate scoping step before a proposal is meaningful.
Capture the requirements that affect the buying decision. Keep implementation or delivery tasks distinct from the sales milestones used in your forecast.
Real estate
A property enquiry may require qualification, a site visit and a discussion of availability before a booking decision. Define who follows up after each visit and how property interest is recorded.
If leads arrive from portals or advertising tools, check the integration path and duplicate handling. The source should remain visible when a contact progresses to an opportunity.
Manufacturing and education
Manufacturing teams may need requirement confirmation and quotation stages. Education teams may track counselling, application and enrolment decisions. These are proposed process examples rather than fixed industry templates.
Use fields for the information a colleague needs to act. Start with a small set, test it with real scenarios and add complexity only when it answers a clear operational question.
Example SaaS sales journey
Use discovery, demonstration and evaluation milestones to discuss your process.
Lead
Qualified
Demo
Trial / proposal
Won
Illustrative workflows to adapt to your requirements.
Plan the next step for your CRM
Bring your priorities, current tools and the process you want to improve.