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!