Wingmate allows you to create and add an after-sales/service pipeline to your campaign that seamlessly integrates with the sales pipeline. For example, once a client has been won, or you would like to track service issues, you can now move or copy the client over to the after-sales/service pipeline to manage the handoff and their client journey until the service/product has been resolved/delivered. Additionally, the after-sales/service pipeline can be customized to reflect this phase of the client's journey and have different user, stage names and custom fields than the sales pipeline.
*Once a client is secured, Wingmate automatically copies or transfers the lead into the appropriate pipeline.
Fig1. Copying lead over to another pipeline.
Select the pipeline to which you want to move or copy the client over to (you can have several pipelines to manage your business and clients). Please note, if you check the box, then you are transferring over your lead to the aftersales pipeline. If you uncheck the box, it will create a copy of the lead in the aftersales pipelines and maintain that lead in the sales pipeline. Copying leads from your sales pipeline to your aftersales/service/issues pipeline will automatically generate a link across the campaigns!
Fig2. Selecting the pipeline
The client will now appear in the first stage of the aftersales pipeline, which in the example below is 'New,' allowing you to work, manage, and track the product/service to your client.
Below is an example of a service issues pipeline.
Fig3. Service Issues Pipeline
As the examples above show, creating an additional pipeline allows you to manage your existing clients and track and record their journey beyond sales.