Two messy pipelines became one source of truth
Separate pipelines for different product lines led to duplicated deals and unreliable reporting. Consolidation brought standardization and cleaner data.
The problem
Challenge
Sales used two separate pipelines for different product lines
Deals were copied between pipelines, creating duplicates
Reporting required pulling from multiple sources and couldn't be trusted
How we solved it
Approach
Step 1
Audited both pipelines to understand stages, fields, and workflows
Step 2
Identified overlaps and inconsistencies in the sales process
Step 3
Designed a unified structure that works for all product lines
Step 4
Created a migration plan to preserve historical data
The build
Solution
Technologies used
Stack
Related services
How I can help you with this
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