Renewal deals in Pipedrive
Hello everyone,
My team and I are looking to test our approach of supporting the Renewal deals in Pipedrive.
We're in the early stage of defining solutions for the problem and thusly are very eager to get insights from our end users.
If your company has renewal deals, please leave your comment here so that I know whom to reach out to with invites or send me an email at kirill.grebtsov@pipedrive.com
Comments
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We have renewal deals and would love to provide insights.
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Hello @Kirill Grebtsov,
One of my organizations that I commonly work in is JUST launching a subscription service and will require renewal on an annual basis. If you're looking for more input, I'm always happy to chat.
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Katie Haystead said:
We have renewal deals and would love to provide insights.
Thank you, Katie for being ready to talk and provide insights! You can signup for a short call here
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Jeremy Gulley said:
Hello @Kirill Grebtsov,
One of my organizations that I commonly work in is JUST launching a subscription service and will require renewal on an annual basis. If you're looking for more input, I'm always happy to chat.
Hi Jeremy!
I would love to get input from you. You can signup for a short call here
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Hey Kirill,
We have renewal deals and we would like to see how is it possible to manage it with Pipedrive.0 -
@Kirill Grebtsov Are you still looking into this? I can share my use case with you if you'd like.
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Jason Prosnitz said:
@Kirill Grebtsov Are you still looking into this? I can share my use case with you if you'd like.
Hi Jason! We are indeed looking into this, I'd be happy to chat with you. Please drop an email to kirill.grebtsov@pipedrive.com and we will agree on a suitable time
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For sure - we have renewals here and are very interested in this functionality at Local Logic.
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Hi, We are in SAAS renewals and we have created a custom date field in Deal. Then we put renewal date in this field after deal is won. We then track this field in "Forecast" view. Please let me know, if we can do better.
We dont use subscription feature of PD, so unable to track more on renewals.0 -
Jason Prosnitz said:
@Kirill Grebtsov Are you still looking into this? I can share my use case with you if you'd like.
I did drop you an email but never got a response. Hopefully you have what you need.
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Hi @Kirill Grebtsov ,
For companies like mine where we don't want to manager subcriptions or payments schedules, would it be possible to hide the "revenue" box" or at least to have it in the bottom and not in a prime space of the deal screen?
Thanks and regards,
Miguel CC
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Gerson Andrade said:
Hi @Kirill Grebtsov ,
For companies like mine where we don't want to manager subcriptions or payments schedules, would it be possible to hide the "revenue" box" or at least to have it in the bottom and not in a prime space of the deal screen?
Thanks and regards,
Miguel CC
Hey @Miguel Carvalho how are you?!
Yes, it's possible to hide this.
Just go to your Quick Help icon next to your "sales assistant" Lamp there you can manage your sidebar the way you want to see.
Have a great day!
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Gerson Andrade said:
Hi @Kirill Grebtsov ,
For companies like mine where we don't want to manager subcriptions or payments schedules, would it be possible to hide the "revenue" box" or at least to have it in the bottom and not in a prime space of the deal screen?
Thanks and regards,
Miguel CC
Of course, you're right. Thanks!
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Hi, @Kirill Grebtsov if you want to discuss about renewals my company is on field with subscription/contract based products with contract renewals.
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Renewals are a very big part of our business as we are a landscape maintenance and snow and ice control contractor. Or agreements are most often for one or three years. But sometimes two and occasionally longer. But when I say years what I really mean is seasons. While most of the customer service reps work for preparing renewals and reviewing profitability will likely take place using legacy software systems it would be very convenient if in pipedrive we could create renewal deals using core renewal functionality in pipedrive. I had played around with some automations that included a custom detail field, a separate renewal pipeline and some workflow automations as a test for handling renewals but it was a bit cumbersome.
As we transition from tracking with a spreadsheet to pipedrive here is what we have typically used.
This is the aggregate summary page.
This is a users page that feeds the summary and where the salesperson enters the data for renewal type.
This is the worksheet for new sales type that feeds the summary sheet:
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For sales tracking purposes our sales people/customer service reps must maintain data entry in as many as 4 different spreadsheets and often entering data into multiple worksheets within those spreadsheets. It varies for each rep depending on the opportunities they have as some focus on certain things more than others.
That is in addition to building proposals in our legacy business management software package knows as sliceplus.com
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Would love to be a part of this, we sell IT services and Subscription software that we would love to track monthly etc.
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We'd love to be apart of this too-similar situation as Simon and would love to track renewals a little better than the work arounds we have created to date.
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Akshay Gupta said:
Hi, We are in SAAS renewals and we have created a custom date field in Deal. Then we put renewal date in this field after deal is won. We then track this field in "Forecast" view. Please let me know, if we can do better.
We dont use subscription feature of PD, so unable to track more on renewals.Hi Akshay,
Hope you are doing well, was hoping to see if you have gotten any further in this.
We also have created a separte pipeline for customers with a custom field called renewal date. My question to you is if you have figured out a way to automatically update this renewal date once the customer pays?
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Akshay Gupta said:
Hi, We are in SAAS renewals and we have created a custom date field in Deal. Then we put renewal date in this field after deal is won. We then track this field in "Forecast" view. Please let me know, if we can do better.
We dont use subscription feature of PD, so unable to track more on renewals.Hi,
No. Once customer pays, we update it manually. But your anyways integrate with your invoicing system, via zapier to achive this automation.
We are still wondering if our custom solution is better, or we shall use Pipedrive's default subscription feature.0 -
Akshay Gupta said:
Hi, We are in SAAS renewals and we have created a custom date field in Deal. Then we put renewal date in this field after deal is won. We then track this field in "Forecast" view. Please let me know, if we can do better.
We dont use subscription feature of PD, so unable to track more on renewals.OK thanks for that Akshay!,
I've found the subscription feature very is limiting thus far.
Ok got it, can I ask you what invoicing you use, we currently have Visma and I'm trying to figure out how to integrate it better
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Hello all,
Thank you very much for showing interest in our solution!
As we move further in our process, we'd like to share with you all an interactive prototype of how the solution might work in Pipedrive in the future.
When you follow the link below you will be taken on a guided tour through the prototype with some tasks to be completed and you will be able to give feedback on what you see.
Your feedback is crucial for us to make the product that you can enjoy and benefit from, thank you very much!
https://t.maze.design/26349217
password: Pipedriverenewals
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Kirill Grebtsov said:
Hello all,
Thank you very much for showing interest in our solution!
As we move further in our process, we'd like to share with you all an interactive prototype of how the solution might work in Pipedrive in the future.
When you follow the link below you will be taken on a guided tour through the prototype with some tasks to be completed and you will be able to give feedback on what you see.
Your feedback is crucial for us to make the product that you can enjoy and benefit from, thank you very much!
https://t.maze.design/26349217
password: Pipedriverenewals
I's already tried this, this is actually what we want. And we were struggling of if we should build this process on Pipedrive manually, because it's too much work. But now, seems it can be ready soon, so I'd like to know, when will this be released, so we could start using it?
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Kirill Grebtsov said:
Hello all,
Thank you very much for showing interest in our solution!
As we move further in our process, we'd like to share with you all an interactive prototype of how the solution might work in Pipedrive in the future.
When you follow the link below you will be taken on a guided tour through the prototype with some tasks to be completed and you will be able to give feedback on what you see.
Your feedback is crucial for us to make the product that you can enjoy and benefit from, thank you very much!
https://t.maze.design/26349217
password: Pipedriverenewals
we aim at the beginning of Q2, but some simpler version maybe live even earlier
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Kirill Grebtsov said:
Hello all,
Thank you very much for showing interest in our solution!
As we move further in our process, we'd like to share with you all an interactive prototype of how the solution might work in Pipedrive in the future.
When you follow the link below you will be taken on a guided tour through the prototype with some tasks to be completed and you will be able to give feedback on what you see.
Your feedback is crucial for us to make the product that you can enjoy and benefit from, thank you very much!
https://t.maze.design/26349217
password: Pipedriverenewals
So am I right in thinking that this uses a separate pipeline for creating the renewal deals?
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Kirill Grebtsov said:
Hello all,
Thank you very much for showing interest in our solution!
As we move further in our process, we'd like to share with you all an interactive prototype of how the solution might work in Pipedrive in the future.
When you follow the link below you will be taken on a guided tour through the prototype with some tasks to be completed and you will be able to give feedback on what you see.
Your feedback is crucial for us to make the product that you can enjoy and benefit from, thank you very much!
https://t.maze.design/26349217
password: Pipedriverenewals
Great, really look forward of it. And hope by the beginning of Q2, it can at least include all these I saw today.
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Kirill Grebtsov said:
Hello all,
Thank you very much for showing interest in our solution!
As we move further in our process, we'd like to share with you all an interactive prototype of how the solution might work in Pipedrive in the future.
When you follow the link below you will be taken on a guided tour through the prototype with some tasks to be completed and you will be able to give feedback on what you see.
Your feedback is crucial for us to make the product that you can enjoy and benefit from, thank you very much!
https://t.maze.design/26349217
password: Pipedriverenewals
Hi Simon,
One will be able to specify which Pipeline to use for renewal deals
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Kirill Grebtsov said:
Hello all,
Thank you very much for showing interest in our solution!
As we move further in our process, we'd like to share with you all an interactive prototype of how the solution might work in Pipedrive in the future.
When you follow the link below you will be taken on a guided tour through the prototype with some tasks to be completed and you will be able to give feedback on what you see.
Your feedback is crucial for us to make the product that you can enjoy and benefit from, thank you very much!
https://t.maze.design/26349217
password: Pipedriverenewals
Hi @Kirill Grebtsov We will be interested in renewals however we do not use the products feature. Our services are very often seasonal contracts that span 4, 6 , or 7 payments. Landscape maintenance services for example are usually billed across 6 months and then the agreement renews annually. Tracking each payment wouldnt be the priority for us but the ease of creating a renewal deal for the next season and having it be designated a renewal would be the key on our end. There are always gap. The agreement usually runs from april to november and then the renewal deal would start the following April.
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Kirill Grebtsov said:
Hello all,
Thank you very much for showing interest in our solution!
As we move further in our process, we'd like to share with you all an interactive prototype of how the solution might work in Pipedrive in the future.
When you follow the link below you will be taken on a guided tour through the prototype with some tasks to be completed and you will be able to give feedback on what you see.
Your feedback is crucial for us to make the product that you can enjoy and benefit from, thank you very much!
https://t.maze.design/26349217
password: Pipedriverenewals
Hi @Brad Krause
I do agree that for any business tracking payments is quite an important part of the business activity, however with this solution we're taking more sales-oriented approach and leave payments to be tracked in the accounting software of one's choice.
However, if say you have monthly invoices, you could always set up amonthly deal and have it as a reminder to check on customers payment and if needed follow up with the payment.
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Katie Haystead said:
We'd love to be apart of this too-similar situation as Simon and would love to track renewals a little better than the work arounds we have created to date.
perhaps you could have a look at the prototype I've shared in this thread below?
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