It goes without saying that these two products would not follow the same sales process. In such a case, how can you automate your sales process while dealing with these disparities?

You can use Page Layouts to configure two different layouts.

One for software widgets, where the stages would consist of Qualification, Needs analysis, Value proposition, Price quote, Negotiation and Closed won/lost.

One for hardware widgets, where the stages would consist of Hardware analysis and modeling, QA testing, proposal/price quote and closed won/lost.

This is how Zylker Corp. handles two different sales processes with one CRM account.



Apart from dealing with scenarios like the one explained above, here are some more benefits of Page Layouts:

1) Categorize your leads better.
Whether you're adding information to CRM manually, through web forms, APIs, or imported files, you'll get to choose which sales process each deal should go through.

2) Flexibility to sales teams.
Workflows can be associated with different layouts so your teams can automate CRM for their specific sales needs.

3) Better segmentation for more accurate sales.
Analyzing your business is easier when you segment your processes into layouts. See an overview of your entire organization's sales, or break it down by the performance of individual products.

4) Better security and control.
Keep information in each layout secure by choosing who gets to see what. Fine-tune permissions at any time as your business grows or changes.