What's your pipeline managing secret?

  • 13 July 2022
  • 3 replies

Userlevel 5
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What is one thing that you do that no one else does to manage pipeline?

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3 replies

Userlevel 2

I don’t have a pipeline managing secret. But I do mid-month check Ins with my reps to make sure we stay on track and asses each deal or opp that needs to be worked on to ensure higher win rates and better the accuracy of our forecast.


I don’t manage a direct pipeline, but I do train a lot on how to have Forecasting Best Practices. I set parameters for how to forecast “Commit” “Best Guess” “Low.” This is documented in SF and reviewed weekly by the managers. 


When managing pipeline I love to rely on data and it’s not really a secret but I use Gong dealboards in 1:1s with my team. We look at the open pipe for the quarter, go through deal warnings and the deals with low activity. Then we look at the best case and commit tabs of the board to see if the deals are in the correct stages and where we should focus on this week. So much better than looking at Salesforce!