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What is everyone using for account engagement reminders?
We'd like to set up an automated task/work flow that will take into consideration a customers segmentation and create a reminder to meet with the customer on some specific cadence like monthly, quarterly, etc. Has anyone come across an app, plugin, or solution for this?
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Tips for account management. Delivered hardware to customer.
Hi, We are an IT-comapany and sometimes (usually) hardware is included in our deliveries. This can be servers, desktops etc. At the moment we are using excel for keeping track of which hardware is delivered to the customers, when it was delivered, expected end of support, end of life, support agreements and of course, when…
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Using Pipedrive for Account management
What helpful content is there on using Pipedrive as an account management tool? Specifically, I want to be able to: Set F2F Meeting frequencies on customers (e.g. every 4 weeks they are due for a visit). View the date that an organisation was last visited. (including seeing this in Org list view). Set up an alert if an…
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Customer / Account Management in PD
Hi there PD is a great tool for driving sales - but it still really lacks the capabilities for Account Management after the sale is done, in order to be considered as a full fletched CRM. Is there any plan to add a "Customers" tab, similar to what you have done with "Leads" (which will be usable once email integration and…
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How to calculate Deal Value (Basic starting value for hourly/monthly/subscription/recurring)
I have a variety of projects payment types for my business. To make it a bit more complicated - some of these projects I close are for hourly contracts that continue sometimes for months or years. (Various hourly rates) Some of the deals are monthly contracts that go from one month to 6 or 9 months. (various monthly rates)…
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Recurring sales: LTV VS deal value for the ongoing sales cycle
Hello fellow Pipedrivers, Our team would like to start using Forecasting and more advanced reporting features, but not sure how taking into consideration our current sales process. We work account based and our sales cycle is 1 year. Our main products being events means that we sell tickets to the event to the client and…
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Can I really change Date Format?
Hi! I'm trying to use the date format like this 'dd/mm/yyyy' when I'm creating my workflows. But Pipedrive seems to do only half the job. Is there a way to show 'date format' in 'Subject' field just like it shows in 'Add time'? Thank you!
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Account Management - Share Your Feedback feature wont let me share
I tried to submit this through the Account Management page but it wouldn't allow me to send the feedback - error message appeared. Have posted below my feedback... It would be good to have a default field for Organisations, similar to the Campaigns label (Subscribed/Unsubscribed) where if you deem an Organisation an…
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Customer specific pricing for products
Hi, as a Pipedrive partner for larger product-centric companies often have client-specific pricing for each product or product group. This would be a great addition also in means of account management in Pipedrive. In general, I think the product fuctionality can be a huge benefit for bigger audience if just a few…
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Is it better to have one or two PD accounts when owning multiple businesses
What are the pros and cons? Would like to share single sign on and functions/features/zaps Each company will have a different email/domain
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파이프드라이브 가이드: 파이프드라이브로 간편하게 미팅 스케줄 설정하기
질문: 파이프드라이브를 통해 미팅 일정을 Fix하려면 어떻게 해야 하나요? 답변: 파이프드라이브의 '시간 제안' 기능을 통해 미팅 일정을 간편하게 설정할 수 있습니다. 주의: * 파이프드라이브 '시간 제안' 기능은 어드밴스드 플랜부터 제공됩니다. * 어드밴스드 플랜에서는 '시간 제안' 스케줄러를 1개만 설정할 수 있습니다. * 리드부스터 애드온을 사용하거나, 프로페셔널 플랜부터는 제한 없이 스케줄러를 사용할 수 있습니다. 1. 일반적인 일정 설정하기 * 위 기능은 불특정 다수에게 스케줄러를 제공할 때 사용할 수 있는 기능입니다. * 사용 예시 : 웨비나 예약 / 고객의 데모…
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Muistutus jos asiakkaaseen ei ole oltu yhteydessä
Myyjäkollegani kysyi, että onko mahdollista saada Pipessa listattua asiakkuuksia/kontakteja, joihin ei ole oltu yhteydessä esim. puoleen vuoteen tai jonain muuna määritettynä aikana? Kontaktien aikajanallahan saa näkymiin valitut aktiviteetit tietyltä aikaväliltä ja yhteydenottotiheyden voi valita valikosta. Jos tästä…
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Webinaari: Account management Pipedrivessa 10.02.2022
Moro! Me vedetään kollegani Pertin kanssa hyvä tiivis ja asiapitoinen webinaari miten hyödyntää Pipedrivea asiakashallinnassa (Account Management tai Customer Success). Kannattaa ilmoittautua, jos vähänkään kiinnostaa aihe. Pipedrive on toki pitkälti luotu tukemaan uusasiakashankintaa myyntiputkimaisuutensa puolesta,…