Best Practices for Stage Mapping

Overview

The Stage Mapping section of your Bizible account outlines the stages that Bizible automatically pulls from your CRM and any custom stages you have defined if using the Custom Attribution Model. The validity of your Bizible data relies on these stages being ordered correctly so that Bizible can accurately understand your funnel and the progression of records throughout said funnel.

In the Stage Mapping section of your Bizible instance, you will see both active and inactive stages from your CRM. Order all of the stages to the best of your ability in alignment with how your funnel is today.

An additional feature that is managed in this section are Funnel Stages, which give you the ability to add stages to the funnel without applying attribution. Funnel Stages will be tracked as Touchpoints and will populate in the Touchpoint Positions field in your CRM. These Funnel Stages will also be represented within various journey boards in Bizible Discover.

Best Practice

Whether you’re evaluating your Stage Mapping for the first time or just reviewing your funnel order, it is important to keep the following best practices in mind.

  • Order is everything!
    • Considering Bizible pulls in both active and inactive stages from your CRM, confirm that any stage which could be used on a Lead/Contact or Opportunity are grouped together and ordered accordingly
  • When defining a custom stage, make sure field history tracking is enabled for any field(s) used to define the stage
  • Do not use a formula field to define a custom stage
    • A Boolean field is the best practice recommendation
  • Note that the Lead or Contact stage section is divided into Lost, Open, and Converted; validate that the stages are in their appropriate stage section
    • Having a stage in the incorrect stage section can result in highly incorrect Bizible data
  • Note that the Opportunity stage section is divided into Lost, Open, and Won; validate that the stages are in their appropriate stage section
    • Having a stage in the incorrect stage section can result in highly incorrect Bizible revenue or pipeline revenue data

Best Practice for Maintenance

Reviewing your Stage Mapping once a year will ensure that your Opportunity data in Bizible is accurate and up to date.

Other reasons to that might trigger a review your Stage Mapping include…

  • Turnover in your marketing team
  • Any changes to your CRM stages
  • Updates to your organization’s funnel
  • Seeing incorrect Revenue data in your Bizible reporting

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