What to do after deal is won?

Justin_55712

I'm new to Pipedrive and liking how we can track our sales pipeline. However, it seems like once a deal is won, Pipedrive is useless. Any advice on how to track active customers, MRR, contract renewal dates once a deal is one? 

Boris Tsibelman

Put them in different pipelines [after the initial sale is won] to track as the customer progresses post-sale 

Andreia Freixo

Hi Justin,

Thank you for getting in touch with us!

As Boris said, one solution is to put them in another pipeline. However, you can also filter by won deals on your current pipeline and keep working on them if needed. They do not disappear from the account and they do not get locked -- you can still edit them, add activities, etc.

From contacts list view, you can also filter by contacts linked to a won deal, which might help you track them better.

If you have any doubts about how to go ahead and do this, please don't hesitate to reach out to our lovely support team. They will be able to answer all your questions.

Kindly,
Andreia

Justin_55712

Boris Tsibelman said:

Put them in different pipelines [after the initial sale is won] to track as the customer progresses post-sale 

Thank you, Boris.

Justin_55712

Andreia Freixo said:

Hi Justin,

Thank you for getting in touch with us!

As Boris said, one solution is to put them in another pipeline. However, you can also filter by won deals on your current pipeline and keep working on them if needed. They do not disappear from the account and they do not get locked -- you can still edit them, add activities, etc.

From contacts list view, you can also filter by contacts linked to a won deal, which might help you track them better.

If you have any doubts about how to go ahead and do this, please don't hesitate to reach out to our lovely support team. They will be able to answer all your questions.

Kindly,
Andreia

thank you

Isaak Dury

We have been struggling with this for months. We paid a third party PD 'specialist' to work on this but it has all been to no avail to date - we setup a new pipeline but it then throws of the $$$s and reporting as it treats them as new deals. 

We're thinking of just generating Trello cards and track the customer success+onboarding process in there which is so frustrating. Reeeeeally want PD to be thinking about the whole sales journey, as it ends with account management (forever) and not just when the Deal is done. 

Jeff Pairis

Hi Justin and Isaak, 

 

We use, like Boris said, two different pipelines. One for leads and one renewal pipeline. 

I have configured a ton of Workflow automation that moves deals around to the right bucket when clicked won or lost. I have also added automated activities for customer success purposes. 

Here is a chart of the current flow. Hope it helps!

Mario Zijlstra

We build our own extentsion.
Now PD looks like this:

It links to our backend so you can switch easy.

Markus Meier_49922

Hi Justin,
I think managing active customers is a multi-sided effort. Sure, you need to manage your onboarding process, which essentially is a part of the renewal opportunity (if you do subscription business) i.e. defense play. But then it's also worth thinking about up- & cross-selling opportunities and how to evaluate the expansion potential i.e. offense play.

So effectively, you could think about creating three pipelines (new business, renewal, expansion).

And then of course if you want to scale effectively you have to ask yourself if you treat every customer the same way - or if you want to segment and focus on the most promising ones. I recently wrote an article about segmentation in the retention & growth phase. Will share some Pipedrive Best practices on the same blog soon!