How to support the nurturing of Customers that have a subscription with us

Bas van der Peet
Bas van der Peet Member Posts: 4 NEW MEMBER
First Comment
edited October 28 in Sales CRM #1

Hi,
We have the following case.
We have one off products and product wit an annual fee that will be invoiced every year. The customers can stop this by stopping the subscription.
We defined a products with a billing frequency of annual and "(automatically renewed)".
The moment the deal is won i want to "transfer" this customer to a view that helps our marketing and account management to include this customer in activities to keep the customer engaged.
What are best practices for these kind of customers?
Thanks for the help.
Kind regards
Bas

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Best Answer

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 144 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2 Answer ✓

    Hello @Bas van der Peet,

    In your case, you could make use of multiple Pipelines. So your sales team can work on deals based on the primary Pipeline and use automation to create deals into separate Pipelines dedicated to the marketing and accounts teams when the deal is marked as won.

    The flow would be, when a deal is marked as won in the primary Pipeline, the automation will duplicate the deal, and transfer it into a Pipeline dedicated to marketing and account teams and they will be able to continue working on nuturing the client. Here is an example of the automation setup:

    Screenshot 2024-10-28 at 17.14.29.png

    One thing to point out is that, if the customer stops their subscription, and you would need to convey it to the deal made for marketing/account team, you would need to make an update to the contact as making changes to the deal in the primary Pipeline will not be carried over to the duplicated deal and we will not be able to setup any connection between the two deal using automation.

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