Tracking Sales Performance With Pipelines

Pipelines are great for tracking who is where in your sales process, and as a result, tracking sales performance. Particularly if you have a longer sales process, as you can push values to Google & Facebook when off page events happen. 

As an example, a customer might click an ad from Facebook, opt-in via email, then 3 weeks later click an email and book an appointment for 4 days time, then they might miss their call, reschedule, book again 3 days later, and pay via card over the phone.

That's absolutely impossible to track with standard tracking tools like Google Analytics etc as that only monitors "on-page" actions.

Whereas when a specific thing happens in the CRM, e.g. a customer buys something from you, you can trigger pipeline items being moved from one step to the next, marked as won, pass values to Facebook and more.

All of this is done using Automation Flows, so you'll want to map out your sales process, then build out the pipeline.