How can I use Pipedrive for customer success ?
We use Pipedrive actively for our sales, and move the deals to Account Management once they are won.
But I have not figured out how to use Pipedrive for Onboardig, Adoption and Expansion. Does anyone have any ideas on how to organize this?
We are a B2B SaaS MRR business with 100-500 deals ranging from €100MRR to €30.000MRR.
We often get customers in on €1000MRR and then work with them to create value and grow them into a €5k or €50k MRR. All of wich currently happens in Account Management. But we have no PROCESS in Account Management on how to use Pipedrive for Onboarding -> Adoption -> Expansion.
Maybe i just have it all wrong, that those 3 terms is not the way to think about it? Maybe there are some other smart way to organiza a process around CS?
Appreciate any input on this:) CS is a major key and a key thing to grow / sell a business:)