Winning a sales deal is not the end of the job. What happens after the contract is signed matters just as much.
In OnePageCRM, the Delivery Pipeline lets you track post-sale processes in the same CRM you use to track sales.
About this feature
- Track what happens after a sale is won.
- Set up a clear process for every new client from the signed contract to delivery.
- Your sales team and customer service can finally stay on the same page.
- Use the Delivery Pipeline for client onboarding, service delivery tracking, and sales-to-ops handovers.
Here are three examples of how the Delivery Pipeline improves your after-sales operations.
When to use the Delivery Pipeline
The Delivery Pipeline works the same way as a sales pipeline, but for the stages that come after the deal is won.
You can customize it with stages like onboarding, setup, and review.
Since it's a drag-and-drop pipeline, moving clients through stages works just like it does in a sales pipeline.
1. Client onboarding
When you sign a new client, you don't want them waiting. While your sales rep moves on to the next deal, you still need a clearly defined onboarding process.
A Delivery Pipeline is the right tool for this. It gives every new client a defined path from signed to fully onboarded.
2. Service delivery
For a service business, every project has its own rhythm. There's a kickoff, a working phase, a review, and a sign-off.
You need a way to track each client's progress.
In a Delivery Pipeline, you can see at a glance where things stand with each client and who is waiting on final approval.
3. Sales handover
The person who closes the deal is often not the person who delivers the service.
With a Delivery Pipeline, the full context from the sales process stays on the same contact page. Your customer success team can see the deal history, the notes, and the agreed scope—without having to ask the sales rep for more details.