(Estagios de pipeline com foco em serviço digital por assinatura (PLG))
I am writing to request assistance with a significant challenge I am currently facing.
I manage a digital service that operates on a subscription-based model. I am encountering considerable difficulty in categorizing these subscriptions within our CRM system, specifically concerning pipeline stages, as well as the 'evaluation' and 'status' fields for leads, and the 'type' field for deals.
One of our subscription plans is offered at no cost, while the paid plans include a trial period. Consequently, I am uncertain how to define the pipeline stages, as the progression of a deal through the pipeline varies depending on the specific subscription plan chosen.
Alternatively, I would appreciate guidance on establishing 'standard' pipeline stages and effectively managing subscribers, whether on free or paid plans, with respect to the qualification levels of 'evaluation' and 'status' for leads, and 'type' for deals.
Thank you for your attention to this matter.
Sincerely,"