Parallax Pipeline

Overview: 

Parallax Pipeline is a built-in sales pipeline functionality that enables organizations to manage projects and clients without needing an integrated CRM. The primary goal is to decouple CRM functionality from Parallax, providing a solution for users who don’t have or want a traditional CRM. This allows teams to plan, track, and forecast sales opportunities directly within Parallax, streamlining sales management without external dependencies.

Why use Parallax Pipeline?

• No CRM Required: Manage sales opportunities and forecasting directly in Parallax without needing an integrated CRM.
• Seamless Trial Experience: Get started with Parallax without the need to integrate a CRM, making it easy for trial customers to explore pipeline management.
• Focus on Active Work First: Prioritize getting active projects up and running before shifting attention to forecasted work.
• Integrated Sales & Delivery Planning: Track opportunities and plan resources in one place, ensuring a smooth transition from sales to execution.

Setup

Organization Settings

Your CSM will set up your Parallax Pipeline for access.  

Roles and Permissions

1. Users will need the “Include Projects” Global Permission to see the Sales Pipeline & projects
2. Users will need the “Create Projects” Permission to create projects
3. Users will need the “Client” Settings Permission to add, edit, or archive clients.

Process

Create a Presale Project in the Sales Pipeline

1. Click “Create Project” from the Sales Pipeline.
2. Add the project name, start date, and project type.
3. Select an existing client for the project, or type in the new client's name if they do not exist.

4. Select a stage for the project. The Parallax Pipeline stages reflect probability of the project closing and will be used in forecast reports. The default is set to Low (25%).

5. Click “Create Project” to add and create a new client (when applicable).

Moving a Project through Stages

1. Locate the project from the Sales Pipeline.
2. Open the project to see the details.
3. Move the project to the desired stage 

• Selecting Low, Medium, or High based on the probability of closing.
• If Closed/Won (100%), the project will be moved into Active Projects.
• If Closed/Lost (0%,) the project will be hidden from the Sales Pipeline.

Move a Closed/Lost Project back to the Sales Pipeline

1. Navigate to the Sales Pipeline.
2. Use the Stages filter to show the hidden Closed/Lost projects.

3. Locate the project and open it to see the details.
4. Move the project to the desired stage.

Move a Closed/Won Project back to the Sales Pipeline

1. Navigate to Active Projects 
2. Locate the project and open it to see the details.
3. Move it back to the Pre-Sale status.

4. Update stage/probability as needed.

Add a New Client

1. Navigate to Setting/Clients 

2. Click “Create Client”
3. Add the Client Name

4. Click “Save”

Rename Client

1. Navigate to Setting/Clients
2. Click on the client from the table
3. Edit the client name and click “Save”

Archive Client

1. Navigate to Setting/Clients
2. Click on the menu icon to archive the desired client

3. Click “Confirm”

Troubleshooting & FAQs

What is the minimum information required to create a client?

• Client Name
• Unique ID (Generated Internally)

Do client names need to be unique?

• Yes, a warning will appear if a duplicate name exists and will not allow for creation.

What are the default sales pipeline stages?

• Low (25%)
• Medium (50%)
• High (75%)
• Closed/Won (100%)
• Closed/Lost (0%)

Can I move an active project back to presale?

• Yes, but time actuals recorded will remain hidden until reactivated.

What happens if I archive a client?

• Archived clients cannot be added to new projects.
• Projects still appear in insights even if the client is archived.
• When a client is archived, they no longer appear in the Client filter dropdown.

Can I edit a client’s name?

• Yes, if using Parallax Pipeline! Creating and editing clients within Parallax is only available to organizations using Parallax Pipelines. Creating and editing client information must still be maintained within the CRM for organizations with a CRM integration.

Who can manage clients in Parallax Pipeline?

• Only users with the Client Settings Permission can add, edit, or archive clients.

Can I migrate from Parallax Pipeline to a real CRM?

• Yes, a customer can migrate from Parallax Pipeline to a CRM by following the CRM migration process. This requires coordinating with the Parallax team, and may incur an additional cost.