Use Pipedrive for cross selling and up selling existing customers
Pipedrive works best for closing new deals.
How to set up Pipedrive, for cross selling and up selling existing customers?
- This would require, allocation of customers to sales people.
- Maintainig data like, existing services which customer is using, priority, etc
- They shall interact with their set of customers of periodic basis to promote other products/services
- Once customer is interested for something, deal shall be created and closed.
Our main goal is to know our customers and make them aware about our products and services, by making relationships. This is long process and requires patience, but we want to use Pipedrive for this, so there shall be a system.
I would like to know how you are doing this in Pipedrive, so we could set up best practices.