In our industry we have customers that make recurring purchases. However, those purchases are at var

Chris Vierrether

In our industry we have customers that make recurring purchases. However, those purchases are at varied times, varied product, and varied cost. Being able to account for this all under an existing customer would be ideal. Right now we have to create a new deal for an existing customer each time they purchase. It is not a very efficient or function way to operate. How does everyone else handle this?

Mike van der Valk

Hi @Chris Vierrether can you explain a bit more in detail how your process looks like? Usually when purchases are done at infrequent times, amounts and different products then indeed creating a new deal is the way to go.

Chris Vierrether

Hello Mike! Thanks for the reply. We sell gutter protection for gutters on homes. Our network of dealers and customers purchase product when they need more. In addition, we are working on bringing in new dealers/customers as well. We are using PipeDrive for both to track the progress of bringing on a new dealer/customer and to track product sales. The process for tracking product sales seems a little clunky as it is an existing dealer/customer that is continually buying product. Every time that they buy and subsequently pay for the product we enter a new deal into the system and mark it as WON. Now when we go to search in our system we have many deals for the same customer. It would be easier to search for that customer and have a list of all of their purchases housed within their organization. Does that make sense?

David Safeer

We set up new opportunities for each anticipated order and do an educated guess on when.

We copy old ones, so it is fast, easy and worth the effort for us. We feel that we need to "sell" every time... sell=great customer relationship.

Mike van der Valk

@Chris Vierrether that does make sense. Making separate deals is definitely the way to go since they are individual transactions. You can already create reports around organizations/persons. Check out here how to for example set up the report: https://sharing.pipedrive.com/xQIDvZ