How do you keep track of recurrent customers? I'm trying to figure out the best solution for our com

Tatiana Bazzi
Tatiana Bazzi Posts: 15
Second Anniversary Photogenic
edited July 24 in Sales CRM #1
How do you keep track of recurrent customers? I'm trying to figure out the best solution for our company. Do you track it as an organization field and/or with a deal field? Every quarter it's hard to get statistics out of pipedrive for this specific aspect.

Answers

  • Seda
    Seda Ex-Pipedrivers Posts: 126
    Pipedrive Employee
    edited July 8 #2

    Hi @Tatiana Bazzi ! Thank you for your feedback!

    Have you already tried new reporting feature called Insights (Progress -> Insights)? There you can view deal information by organizations. You can make changed to the existing reports and create new ones. Here is an example of the report I just created:

    image

    In the future, we will add a separate reporting type for organizations, so you can view more detailed results.
    Just in case, here is knowledge article for Insights.

    https://community.pipedrive.com/user/tbazzi

    5e997d559ed7846928033149_89651.png
  • Bert Calatz
    Bert Calatz Community Driver Posts: 79
    10 Comments Community Driver
    edited July 19 #3

    Hi @Tatiana Bazzi ,

    I'm curious, so a few questions.

    Recurring like a billing plan or recurring like the same customer who buys the same product again? Or is it about the process before the same customer returns?

     

     

    https://community.pipedrive.com/user/tbazzi