Hi Liz, this might be a bit off topic but is there a plus on using leads vs just using contacts? ie you use contacts to qualify your prospects and once it is a SQL (in my case it shows interest) it converts to a deal? Otherwise creating a lead feels duplicating work
The benefit of using the Leads inbox to qualify prospects vs. Contacts is that (1) you can archive Leads, so it can be easier to keep track of who's been disqualified vs. qualified vs. still-needs-to-be-qualified. (2) Leads also have the same detail fields as Deals, so if, for example, through the qualification process you're able to fill out some custom Lead/Deal detail fields, this is possible if the Contract is tied to a Lead and not-possible if the qualification is happening only on the Contact.
This is probably one of the more clear explanations I've heard out of anyone. So what would you recommend for me. My partners and I do cold call prospecting. We get lists of thousands of Mobile Home Parks that we pull from a publication and use a skip tracer to get the name and phone number of the park owners. That list is then imported into Pipedrive. We then contact the owners (not all numbers are correct obviously) to see if they are interested in selling their parks. Some are, some are not. Some are happy to hear from us. Some are not. Some parks meet our buy box. Some do not. What would be the best method to use the system for us? Should we keep everything in leads inbox, make park owners from leads inbox and move to Deals once someone is possibly interested in selling? Move to Deals once a contact is made? Or just ignore leads and throw everything in Deals inbox and move across pipeline when a contact is made? Do you have a recommended approach? We're also on the advanced plan so Deals inbox has limits as well where leads inbox does not. Thanks.
Glad to hear it! I always vote to keep things simple, when simple works. With the details you provided, I'd recommend using the first stage in your Deals Pipeline (e.g. New Deal). This keeps everything in one place and means you only have to teach your partners one process. At minimum, I'd recommend the following lost reasons - e.g. Wrong Number, Not Interested, Not Qualified. Once you've reached someone, if they're qualified, you'll have your partners move them into the next stage - e.g. Qualified. If someone is not qualified, not interested or not reachable, the deal will be marked as lost w/ the appropriate lost reason. Your limit is on Open deals, so as long as you don't have more than 10,000 sitting in the backlog, you'll be fine. Just import lists over time as your partners are able to work through them and mark them as lost if not qualified, not interested, or the do not have the right number.
Many thanks for this clear explanation.
Glad you found it helpful!
Hi Liz, this might be a bit off topic but is there a plus on using leads vs just using contacts? ie you use contacts to qualify your prospects and once it is a SQL (in my case it shows interest) it converts to a deal? Otherwise creating a lead feels duplicating work
The benefit of using the Leads inbox to qualify prospects vs. Contacts is that (1) you can archive Leads, so it can be easier to keep track of who's been disqualified vs. qualified vs. still-needs-to-be-qualified. (2) Leads also have the same detail fields as Deals, so if, for example, through the qualification process you're able to fill out some custom Lead/Deal detail fields, this is possible if the Contract is tied to a Lead and not-possible if the qualification is happening only on the Contact.
This is probably one of the more clear explanations I've heard out of anyone.
So what would you recommend for me. My partners and I do cold call prospecting. We get lists of thousands of Mobile Home Parks that we pull from a publication and use a skip tracer to get the name and phone number of the park owners. That list is then imported into Pipedrive. We then contact the owners (not all numbers are correct obviously) to see if they are interested in selling their parks. Some are, some are not. Some are happy to hear from us. Some are not. Some parks meet our buy box. Some do not. What would be the best method to use the system for us? Should we keep everything in leads inbox, make park owners from leads inbox and move to Deals once someone is possibly interested in selling? Move to Deals once a contact is made? Or just ignore leads and throw everything in Deals inbox and move across pipeline when a contact is made? Do you have a recommended approach? We're also on the advanced plan so Deals inbox has limits as well where leads inbox does not. Thanks.
Glad to hear it! I always vote to keep things simple, when simple works. With the details you provided, I'd recommend using the first stage in your Deals Pipeline (e.g. New Deal). This keeps everything in one place and means you only have to teach your partners one process. At minimum, I'd recommend the following lost reasons - e.g. Wrong Number, Not Interested, Not Qualified. Once you've reached someone, if they're qualified, you'll have your partners move them into the next stage - e.g. Qualified. If someone is not qualified, not interested or not reachable, the deal will be marked as lost w/ the appropriate lost reason.
Your limit is on Open deals, so as long as you don't have more than 10,000 sitting in the backlog, you'll be fine. Just import lists over time as your partners are able to work through them and mark them as lost if not qualified, not interested, or the do not have the right number.
@@opsdesigned Thank you. This was very helpful.