Introduction

This transcript provides a detailed walkthrough of how to create a custom sales pipeline within a no-code platform, enabling users to monitor deal progress, visualize data, and streamline follow-ups without relying on traditional CRM systems.

The process emphasizes flexibility, clarity, and visual analytics, making it accessible even for those without technical expertise.

Step-by-Step Creation and Visualization of a Sales Pipeline

1. Setting Up a New List for the Pipeline

• Create a new list named Pipeline to serve as the foundation for tracking deals.

• Use templates such as Deal Tracker to expedite setup.

• Select the Deal Tracker template to automatically generate relevant fields and views.

2. Customizing Fields for Deal Tracking

The platform provides several predefined fields essential for effective deal management:

• Required Fields:

  • Bot User (to assign responsibility)

  • Stage (to track deal status)

3. Creating and Managing Views

Different views help visualize deals from various perspectives:

• My Deals View: Shows deals assigned to the current user, filtering by stages such as Not Contacted, Evaluating, etc.

• All Items View: Displays all deals across the pipeline, providing a comprehensive overview.

Example:

| Stage             | Deal Value | Assigned To |
|-------------------|--------------|--------------|
| Not Contacted   | $10,000     | User A       |
| Evaluating      | $5,000      | User B       |
| Negotiating     | $15,000     | User A       |
| Lost            | $2,000      | User C

4. Turning Data into Visual Charts

• Create a new view called Deal Analytics.

• Select Chart Type (e.g., bar chart, pie chart).

• Group data by Stage and Deal Value to visualize deal distribution.

Example:

• Bar Chart showing the number of deals per stage.

• Pie Chart illustrating the proportion of total deal value across stages.

Note: The platform may initially lack data, but once deals are added, charts dynamically update to reflect real-time information.

5. Practical Applications of the Pipeline

• Follow-up Automation: Use the pipeline to identify deals requiring manual follow-up.

• Broadcast Messaging: Send targeted messages to users based on deal stage or status.

• Data-Driven Decisions: Use visual analytics to prioritize efforts and allocate resources effectively.

6. Benefits of Using a No-Code Platform for Sales Management

• Flexibility: Customize fields, views, and charts to suit your sales process.

• Ease of Use: No coding required; intuitive drag-and-drop interface.

• Real-Time Analytics: Immediate insights into pipeline health.

• Cost-Effective: Eliminates the need for expensive CRM systems.

• Integration: Easily connect with other tools or platforms for enhanced workflows.

Empowering Sales Teams with Visual and Customizable Pipelines

In conclusion, building a comprehensive sales pipeline within a no-code platform offers significant advantages:

• Enhanced visibility into deal progress.

• Customizable analytics tailored to your sales process.

• Streamlined follow-up and communication strategies.

• Data-driven decision-making capabilities.

This approach democratizes sales management, allowing non-technical users to design, visualize, and optimize their sales workflows without external tools. By leveraging lists, fields, views, and charts, teams can monitor their pipeline's health, identify bottlenecks, and act proactively to close more deals.

Remember: The key to a successful sales pipeline is continuous refinement—regularly updating deal stages, analyzing performance metrics, and adjusting strategies accordingly. With this flexible, visual, and user-friendly setup, your sales team is well-equipped to drive growth and maximize efficiency.