A pipeline is a way to manage a process, generally a sales process. And different platforms will have pros and cons for how they store the information, trigger automation, and what reporting metrics they make available.

Whether or not your business needs a pipeline tool will depend on a variety of factors, here’s a resource to help you with that determination.

But if you do determine your business has the need for a pipeline, to manage deals in your sales funnel, or some other business process – then you’ll benefit from the way it can offer increased insight, reporting, and help add automation.

In this video Brett, from BlickDigital, will walk us through the core differences in how pipelines and deals are handled between ActiveCampaign and Keap.

If you’re thinking your business would benefit from this, but you’re not sure where to start – here’s a great resource for Keap users to help you get your head wrapped around the ins and outs of opportunities, deals, and pipelines.

Huge shout out to Brett Farr for walking us through the key differences in how ActiveCampaign and Keap handle this part of their software. If you’re interested in learning more about working with Brett and BlickDigital, check them out here.

And, if you’re still on the fence about which CRM is right for your business, or need help making the best choice, you can book a call with the Otium Team to help find the system that fits your needs.