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Pipeline Management

Learn how BuildBetter helps sales teams manage and optimize their pipeline for better forecasting and higher win rates.

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Key Benefits

• Pipeline Visibility: Real-time view of deal progress and health
• Risk Identification: Early warning system for at-risk opportunities
• Forecast Accuracy: Data-driven forecasting and pipeline analytics
• Process Optimization: Identify and replicate successful patterns

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Common Use Cases

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1. Pipeline Health Monitoring

Keep your pipeline healthy:

• Deal stage progression analysis
• Stalled deal identification
• Activity level monitoring
• Risk assessment automation

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2. Forecasting

Improve forecast accuracy:

• AI-powered win probability
• Deal size prediction
• Close date estimation
• Pipeline velocity tracking

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3. Process Optimization

Streamline your sales process:

• Bottleneck identification
• Best practice automation
• Process compliance monitoring
• Efficiency metrics tracking

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Getting Started

1. CRM Integration

   • Connect Salesforce
   • Map custom fields

2. Configure Analytics

   • Set up pipeline metrics
   • Create risk alerts

3. Team Setup

   • Define process stages
   • Set up dashboards
   • Configure notifications

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Success Metrics

• Increased win rates
• More accurate forecasting
• Shorter sales cycles
• Better resource allocation
• Higher team productivity

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Resources

• CRM Setup Guide
• Analytics Configuration
• Workflow Automation