Tracking Deals with different Sales processes and sales teams


Often we find that, if an organization is involved in selling two or more different kind of products or product types, they would often come across situations where using excel to track the deals having two or more different sales processes becomes a lot complex or unmanageable in an Excel tracker or a conventional old school CRM.

What should you do?

This is one of the common problem in B2B sales and reason can be many:

  1. Probably the company sells to two or more different kind of clients wherein the sales processes or sales stages differ significantly.
  2. Probably the company sells two or more different kind of products which has sharp demarcation in the sales process for each of them.
  3. Or it might be based on the strategic interest of sales department to track the deals of different types separately to gauge the progress in a focused manner when sales team for different types of deals are different.

The solution to this problem is easily solved by using a professional sales management CRM software which comes with Pipeline Management features.



To explain more, the CRM which you choose to use should equip you with power to:

1. Create a New Pipeline

As a Sales Lead, This functionality shall enable you to create a new pipeline within your CRM, so that you get two or more separated deal tracker pipeline to manage your deals with clear demarcation in some or the other ways.

2. Create or Modify Sales Stages of Pipeline

If you follow a different sales process or sales status/stages for closing the deals in different pipelines, this functionality will give you the power to easily customize the sales stages in each pipeline so that whenever your sales executive adds a deal in a particular pipeline, it goes through the particular sales process which you have defined for that pipeline of deals.


What are the Benefits you get with this?

1. More control over the sales process of different types of deals with significantly different ways of closing the deal.

2. Complete control on the visibility of the Sales deals in one pipeline to another, you get to configure who was visibility and access to your pipeline A vs your pipeline B. Cases of two different sales team complexity gets resolved with deals with demarcated boundaries now getting focused attention from the respective assigned team.

Are you looking for a Sales CRM with complete Deal Pipeline control for your sales tracking? 
Try Toolsoncloud Sales CRM