Pipeline Reporting
CRM Implementation, Pipeline Reporting and Marketing Attribution for Manufacturers.
Marketing that proves its own return against your CRM.
What Pipeline Reporting is
What your marketing produced, in figures a plant would trust.
CRM build
→CRM build
Stages, sources and fields set up in HubSpot, Zoho or Odoo.
→Source attribution
→Source attribution
Which asset produced which enquiry, traced both ways.
→Stage tracking
→Stage tracking
Where every enquiry sits, and how long it has sat there.
→Won and lost
→Won and lost
What closed, what did not, and at which step it stopped.
→Monthly report
→Monthly report
One report a month, read the way a plant reads OEE.
→Every asset traces to an enquiry and every enquiry to the asset that produced it. HubSpot by default, Zoho or Odoo where that fits better.
Who This Is For.
Manufacturers in the ₹25 Cr to ₹500 Cr band that have spent on marketing before and could not say what it produced. Common across every vertical once outbound and inbound start running together.
What You Receive.
- 01
HubSpot CRM build configured to your sales stages and deal flow
Your stages, your deal flow, no template you have to work around.
- 02
HubSpot by default; the same pipeline built on Zoho or Odoo where the licensing does not fit a mid-market plant
The reporting is the point, not the logo on the login page.
- 03
Monthly pipeline reports the MD can read in five minutes
What came in, from where, what moved, what closed. One page.
- 04
An attribution dashboard tying each enquiry back to the asset that produced it
Every enquiry traced to the asset that produced it, so spend follows returns.
- 05
Lead capture wired across the website, LinkedIn, and expo follow-up
Every route a buyer takes to you lands in the same pipeline.
- 06
One source of truth for every enquiry, quote, and closed deal
The sales team, the MD and the agency reading the same numbers.
- 07
A quarterly review that judges spend on returns, not activity
What each piece produced, read against what it cost.
How It Is Bought.
Sold as
In the Run, scoped by the Diagnostic. Reporting needs a pipeline to report on, and a pipeline needs the Build finished first.
Priced
In your roadmap, after the Diagnostic: a monthly fee inside the Run, with Lead Generation.
The Diagnostic
₹2,50,000
Fixed. Three weeks. The one price published in advance. The first five Indian clients pay ₹2,00,000, in return for a named case study.
The Diagnostic →Pipeline Reporting is new this year. No client work is published for it yet, and nothing invented stands in its place.
The plants we have shot →Can you say what your marketing produced last month?
The Trust Audit asks that, and four more. Three minutes, one verdict, and it tells you where to start.