What to do after deal is won?

Justin_55712
Justin_55712 Posts: 3
edited July 28 in Sales CRM #1

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? 

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

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

  • Andreia Freixo
    Andreia Freixo Moderator Posts: 191 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited February 25 #3

    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
    Justin_55712 Posts: 3
    edited September 2021 #4

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

    Thank you, Boris.

  • Justin_55712
    Justin_55712 Posts: 3
    edited September 2021 #5

    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
    Isaak Dury Posts: 3
    edited October 2021 #6

    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
    Jeff Pairis Posts: 9
    Name Dropper First Comment Photogenic First Anniversary
    edited February 2 #7

    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!

    image
  • Mario Zijlstra
    Mario Zijlstra Posts: 13
    edited November 2021 #8

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

    It links to our backend so you can switch easy.

    image
  • Markus Meier_49922
    Markus Meier_49922 Posts: 28
    10 Comments Name Dropper First Anniversary Integration Partner
    edited December 2021 #9

    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!