Hello fellow Pipedrivers!

Our business and product selection is growing, and I am facing a problem that I am unable to solve myself. Maybe someone of you has had the same issue and can share how you solved it.

We have customers that buy from us the same product every year, so they all have already a deal in the pipeline. Now, we want to offer them a second product (cross-sell). At the same time, we would also reach out to a completely new client segment with the same new product (no deals yet). The flow would be the following: new leads would receive an email with a signup form. If they are interested in buying, a deal would be created automatically and added to the new client pipeline. Now for the old clients, we plan to have the same flow but in that case, existing clients would have a second deal created, something that we would like to avoid.

So my question is: is there a good way to cross-sell in the most automated way without having to create a second deal?

Thank you in advance for your ideas!


  • Hi @Adina Faiman

    I recommend, do not be afraid to create multiple deals. The reason is simple - you want to track your activity sales and their progress in your pipeline.

    You should look at each deal as a sales activity/opportunity. This means, one company can have multiple deals - either new products or upsell. And it is convenient as then you can see in the future, that you had two sales activities with this company, both successful (or not) and you have a transparent sales process.

    When you start using your already closed deal for other activities in the future like upsells and cross-sells, you cannot track the progress and it is hard for sales to carry on focus.

    So to sum up - you should always use your pipeline to accelerate your sales activities.

    You can separate cross-sell of your clients from others - by tags, names, or even different pipelines. That is fine. For example we have new pipeline upsell/cross-sell for our existing clients and we keep progressing there.