Pipeline management is a crucial aspect of every business. Most companies have them, and most do not. If a company doesn't have a pipeline, they are missing out on funding. If a company has a pipeline, there is no assurance that it isn't being managed well. This can be tricky for thousands of companies as well as for the more experienced but are growing fast and have no idea what to do. But this article is here to explain it all for you.
Pipeline management is the process of managing a company's pipeline. This includes everything from how to get funding and manage it to make sure that you are getting projects completed on time or within budget.
It is important to note that there are many different types of pipeline management software. These include:
1. Free Project Management Software - This type of software is used for managing projects and the relationships between them. It can be used by individuals or companies, depending on how it's set up. It will likely have a dashboard with all kinds of information about your company's progress or lack thereof in terms of funding/projects/etc.
2. Client Relationship Management (CRM) Software - CRM systems help businesses manage their clients and prospects, so they do not lose interest over time, as well as keep track of how they are doing. This is important because it helps you keep track of your clients and their interests so that if something comes up in the future (a new client), then you will know what to do with them.
The types of pipeline management software systems that are available to you will vary. They can range from free, such as Google Drive or Microsoft OneDrive, to paid options like PipelineGenius and Pipedrive.
The main difference between the two is how they manage your projects/funding.
Google Drive: This type of system allows you to keep all sorts of information in one place (such as project files and notes), but there is no way for it to be integrated with other programs or tools. It does not allow for tracking progress on a timeline either, so if you have multiple projects going at once, it's going to be difficult for you to keep track of them.
Microsoft OneDrive: This is an integration program that allows your files and notes from other programs and tools (such as Google Drive) to be integrated with the Microsoft Office suite. It also has a feature called "Projects", which can help you manage multiple projects at once by allowing you to see all of their progress on one page (which makes tracking easier).
However, this system does not have a timeline, so if there are multiple projects going simultaneously, then they will not appear in any single view or dashboard. Also, there is no way to integrate the Microsoft OneDrive with other programs.
PipelineGenius: This system allows you to keep all of your files and notes in one place (such as Google Drive), but it also integrates with many different tools, such as Dropbox, Trello, and more! It has a timeline that tracks multiple projects at once, giving you an easy-to-read view of how much time each project takes up on average.
The downside is that if there are multiple projects going simultaneously, then they will not appear in any single view or dashboard, so they can be difficult to keep track of. Also, there is no way to integrate the PipelineGenius with other programs or tools.
There are others as well:
Pipedrive - You can get up & running with this system in less than 5 minutes, and it has a great feature called "Projects", which allows you to see all of your projects at once. However, this system does not have any built-in integration with other programs or tools, so if there are multiple projects going simultaneously, then they will not appear in any single view or dashboard. Also, there is no way to integrate the Pipedrive with other programs.
Spark - This program integrates with Google Drive (among others) but also includes a timeline that tracks time on each project, giving you an easy-to-read view of how much time each project takes up on average. The downside is that if there are multiple projects going simultaneously, then they will not appear in any single view or dashboard, so it can be difficult to keep track of them all at once. Also, there is no way to integrate Spark with other programs or tools.
Zoho CRM - This program integrates with Google Drive (among others) but also includes a timeline that tracks time on each project, giving you an easy-to-read view of how much time each project takes up on average. The downside is that if there are multiple projects going simultaneously, then they will not appear in any single view or dashboard, so it can be difficult to keep track of them all at once.
So what do we have here? A system where you can get started quickly and easily with little effort required; one where you can track multiple projects at once; and one where you can integrate with other programs or tools.
We have the ability to add a new project in just seconds, sync our data between all of our devices (both PCs & Macs), view time spent on each project from any device we choose, easily export that information into a spreadsheet for further analysis (or share it with others if needed). We also have the ability to merge this system with another program like Google Drive, so we always know exactly how much time is being spent on each task. All of these features are available right now without
There's one more option:
ProjectBox - When you create a project in ProjectBox, you can add your own custom fields to it. You can also integrate the ProjectBox with other programs and tools, such as Trello.
The answer is: It depends! If you are looking for something that integrates with Google Drive, then Pipedrive or Spark will probably be best for you (or if none of those work out, use Dropbox ). However, if there's another program/tool that works well with your existing workflow, then go ahead and try it out! The point here is to find what fits into your workflow and what works for you.
Time tracking - This one is self-explanatory. You can track how much time you spend on a project, and it's easy to see where the most time is being spent (which tasks took up the most of your day).
Project Management - Just like in school, when you have a homework assignment that needs to be completed by midnight, these tools help keep track of what task(s) need to be done next, so they don't get forgotten or left until the last minute.
Gantt charts - These are used for visualizing workflow over multiple projects at once, showing all of the tasks that need to be completed in a particular time period.
Billing - This is probably one of the most important features, especially if you are using your own invoicing system (like Freshbooks or Zoho Invoice). These tools allow you to keep track of who was paid and when they were paid, so there's no confusion on billing issues later down the road.
These are used to create a process that leads from one step of your sales funnel to the next. It's helpful in seeing which stages of your sales cycle have the most traffic, and it helps you figure out what type of content works best for each stage. There are many different types:
Sales Funnel - This is where you start with an inquiry (someone asks if they can buy something) and then lead them down through various stages until they purchase a product/service or get lost along the way.
Leads Funnel - Similar to Sales, but instead, this focuses on finding new prospects who have already expressed interest in your product.
Conversion Funnel - This is where you start with a lead and then convert them into customers (either through an email, phone call, or online purchase).
Social Media Funnels - These are used to track the number of people who interact with certain social media platforms like Facebook or Twitter. They can be useful if you want to see which platform(s) works best for your business so that you can focus on those instead of all over the internet at once. For example: If I have 100+ followers on Twitter but only 2- 3 friends, it's likely I'd be better off focusing on Twitter.
Google Analytics - This is the most popular analytics tool in the world and is used by a lot of small businesses to track traffic sources (like search engine keywords). It can also help you see which pages/posts are getting more attention than others so that you know what content to put out there next. For example: If people are clicking through from "Product X", then maybe they should link back to Product X instead of linking directly here because this post doesn't have as much value for them as my other posts do.
AdWords - This is the most popular way to advertise on Google and can be used for a lot of different marketing purposes besides just advertising. For example: If you're selling something online, then it's likely that people will search for related keywords like "cheap x" or "best y". You can use this tool to find these words so that you don't waste your money by spending $1 per click when someone doesn't even end up buying from you.
Email Marketing Software - There are many different types of email marketing software out there, but I personally use Aweber and MailChimp. Aweber is a bit more expensive, but it has better features than MailChimp (like the ability to schedule email campaigns). The reason I like Aweber over other platforms is that they have great customer service, which makes me feel less worried about my emails not getting delivered or being lost in their system.
The main benefit of sales pipeline management software is that it allows you to track your leads, contacts and deals in one place. This helps you stay organized so that you don't miss any opportunities or lose touch with the people who are working on them for you.
Tracking Leads - You can use this tool to see exactly how many leads come through each day/week/month (like my example above). For example: If a person signs up for your list every week, then they're likely a good fit for something from us.
Tracking Contacts - As I said before, it's important to keep track of the people working on your deals. If you don't know who they are, then you might be missing out on an opportunity.
Tracking Deals - You can use this tool to see how many deals have been closed and which ones are in progress at any given time (like my example above). If a deal is in progress, then that means there's still work being done, and if it has passed its estimated finish date, then that means all the work has been completed.
You can use this tool to get a quick estimate of how much money you'll make from your sales pipeline. For example: If I'm at $100,000 in deals and my forecast says that I will bring in another $1 million, then it means that the next few months are going to be very profitable for me!
You can also use this tool if you want to see what kind of revenue would come through each day/week/month (like my example above). For example: If we were able to close an additional one deal per week, then our overall monthly revenue could easily increase by $10,000.
