AlgoMags
CRM Pipeline Design
Structuring lifecycle stages, deal stages and required fields so the pipeline reflects reality.
Sub-techniques
| ID | Name |
|---|---|
| MK-T0504.001 | Lifecycle Stages |
| MK-T0504.002 | Deal Stages |
| MK-T0504.003 | Required Fields |
| MK-T0504.004 | Ownership Rules |
Sub-technique details
Lifecycle Stages
Subscriber, lead, marketing-qualified lead, sales-qualified lead, opportunity and customer.
Deal Stages
Steps from first meeting to signed contract, each with exit criteria.
Required Fields
Fields that must be filled before a record can advance.
Ownership Rules
Who owns a record at each stage.
Other techniques in Systems Architecture
- MK-T0501 Marketing System Audit
- MK-T0502 Martech Stack Design
- MK-T0503 Data Flow Mapping
- MK-T0505 Integration and Automation
- MK-T0506 Consent and Privacy Architecture
- MK-T0507 Lead Routing Logic
- MK-T0508 Documentation and SOPs
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