What tool do you use for sales funnel management in SaaS?

Question

We need a better way to manage our sales funnel from lead to conversion. What tool has worked best for you in managing the funnel process?

Sebastian Cole Ashford · Accepted Answer

HubSpot is great for an all-in-one approach, but if you want something more customizable, I highly recommend checking out Salesforce. It has a ton of features and integrations that can be tailored to your specific sales process. Biggest challenge for us has been getting the team to consistently use the tool and keep data up to date. Would love to hear how others have tackled adoption and data hygiene issues!

Answer

We use a combo of HubSpot CRM for managing the overall funnel and Mixpanel for deeper analytics on user behavior through the funnel. The biggest challenge is having visibility into where users are dropping off so we can optimize those specific stages. Would love to hear how others are tackling funnel dropoff!

Shameka · Answer

I like using Click Funnels. It’s specifically designed for building and managing funnels from start to finish.

Answer

I had great success with  Salesforce. It’s a bit of a learning curve, but worth it for tracking every stage.

Answer

I swear by pipefy. It's great for streamlining the process from lead generation to closing.

Answer

HubSpot's great for my tracking leads and automating follow ups.

Answer

Pipedrive is intuitive and keeps my things organized.

Inid Leksina · Answer

For SaaS, I’ve found that the best tools depend on the complexity of your funnel. Tools like HubSpot are amazing for an all-in-one approach, especially with automation, but if you want something more visual, Pipedrive has worked wonders for me.

That said, we’re currently experimenting with Notion for a more flexible and tailored funnel setup for CloudFit. Curious to know—what’s the biggest challenge you’re facing in managing your funnel?

Answer

I rely on Active Campaign. It integrates well with our CRM and automates a lot of the funnel process.

What tool do you use for sales funnel management in SaaS?

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