Tracking Repeat sales with Pipedrive

When using Pipedrive I saw it is mostly geared at getting a buyer to a one time sale/subscription/investment etc. We are trying to keep track as recurring customers continue to transact and grow with us. Rather than just tracking if they make that first big action (and walk through all necessary steps to get there), we want to keep track if they continue to stay engaged and making purchases with us.
I was not able to see how to do that with your platform or if it is possible to do that at all.

 

Does anyone know if we can do this with pipedrive?

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #2

    Hi @Maurice Harary !

    We have recently released our Recurring Revenue feature but I get the impression what you're looking for is something different, like a report about repeat business with the same customers.

    At the moment we don't have this directly in our reports but a good workaround is to create a filter similar to the one shown below in your Organizations and/or People List View:

    image
  • Damian Scattergood
    Damian Scattergood Posts: 11
    edited July 2020 #3

    Another way of doing this is to filter on the "Deals Page". Select a filter just like above to filter on your customer, but show DEALS WON and sort by date. This way you see everything for that customer. You can filter on deals lost and deals open - so you can get a view of what is happening with each customer.

    Make sure you have the columns displayed for customer name and WON dates

  • Damian Scattergood
    Damian Scattergood Posts: 11
    edited July 2020 #4

    Just to add you might be able to take this a bit further with "Insights" which is in beta. I've not done this yet, buT i think you can use the reports I mentioned before and should be able to graph something.

    Has anyone used this for this purpose yet?

     

  • Maurice Harary
    Maurice Harary Posts: 3
    edited February 24 #5

    In our model, we are actually using Pipe drive to keep track of a members of our community to help on board them and then potentially track their ongoing engagement.

    We are maintaining all sales activity in our own database. We are looking to track a new member joining our community and then moving through different stages as they become more active in our community. 

    Tracking them as they are onboarded is pretty straight forward.  There is a clear goal with different phases along the way.  Where we get lost is keeping track of people once they complete the first journey of being on boarded.

    What is less straight forward is if Pipedrive can track these members over time.  We need to make sure they are staying active.  I would like to know if there is an area of the tool that can be used to track that.

  • Support_1862
    Support_1862 Posts: 24
    edited July 2020 #6

    In our model, we are actually using Pipe drive to keep track of a members of our community to help on board them and then potentially track their ongoing engagement.

    We are maintaining all sales activity in our own database. We are looking to track a new member joining our community and then moving through different stages as they become more active in our community. 

    Tracking them as they are onboarded is pretty straight forward.  There is a clear goal with different phases along the way.  Where we get lost is keeping track of people once they complete the first journey of being on boarded.

    What is less straight forward is if Pipedrive can track these members over time.  We need to make sure they are staying active.  I would like to know if there is an area of the tool that can be used to track that.

    Wouldn't the contacts timeline be helpful for you?
     

    image
  • Maurice Harary
    Maurice Harary Posts: 3
    edited February 24 #7

    does the contact timeline also keep track of text messages and WhatsApp messages And messages initiated by our users as well?

    can You please share more information on what we can do with the contact timeline?

  • Support_1862
    Support_1862 Posts: 24
    edited July 2020 #8

    does the contact timeline also keep track of text messages and WhatsApp messages And messages initiated by our users as well?

    can You please share more information on what we can do with the contact timeline?

    Hi Maurice,
     

    I haven't tried this workflow. So not sure how helpful this would be. But this is the logic.
    You would need a couple of apps to be installed to get the result.
    You can install the Pipechat extension which will show the track of your WhatsApp messages.
    For text messages, you would need to get some app similar to justcall.io  
    Once you get these you would be able to see the result as below.
     

    image

     

    Not sure whether this is going to help you much with your workflow. But this will provide an outline of engagement with your contacts. Try and see if this helps.

  • Chris Vierrether
    Chris Vierrether Posts: 3
    edited February 24 #9

    This is a great question and also something that I am curious about. Help please!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited December 2020 #10

    This is a great question and also something that I am curious about. Help please!

    Hi @Chris Davis , have you tried the different solutions suggested above?