Customer Success

New to Pipedrive, Questions in body
Hi! We have been on gohighlevel for a year and customized it with numerous webhooks, integrations, and automations but it just isn't working for our growth. Does anyone know someone who can migrate us completely, we can do ourselves but do not have the time. Phone/SMS apps - we have installed justcall, but looking at…
How do you learn about the companies processes to make a PD?
I am a software developer, and I have been tasked with designing and implementing a pipedrive for a third-party company. I've already learned how to automate tasks, and I still need to learn about integrations. But there's a topic I haven't heard about yet, and that's the process where the client company expresses their…
Round-robin in Scheduler
It would be great if Pipedrive's Scheduler had a round-robin team scheduler, so clients can schedule a call with either of the company's employees depending on their availability via one link (the same way as it's done in Calendly). I would have helped to use Pipedrive's Scheduler instead Calendly's for $32/month.
Ticket Management with Pipedrive
In your press release after the Vista invetsment you mentioned that your goal is to "provide our users with powerful tools that cover the whole customer journey". That would imply that you start serving customer success and support teams as well. Are there any timelines on when you extend your product to include a support…
Use cases for Customer Success?
Hello! We are new to PipeDrive as our CRM and while we are building for our sales efforts, I'd like to optimize for customer success as well. Would love to hear any use cases/ examples of information you are tracking from a CS/renewal/expansion perspective.
How can I use Pipedrive for customer success ?
We use Pipedrive actively for our sales, and move the deals to Account Management once they are won. But I have not figured out how to use Pipedrive for Onboardig, Adoption and Expansion. Does anyone have any ideas on how to organize this? We are a B2B SaaS MRR business with 100-500 deals ranging from €100MRR to…
How to trigger workflow when meeting is booked in Calendar
As Customer Success Specialist I have added some automation to add deals to my CS pipeline and trigger activities such as sending outreach emails and moving the deals automatically from one stage to the other. In one of the email they have access to my calendar to book a meeting and if they do book one (my calendar is…
Are you using Pipedrive for your CSM - Customer Success - activities ? If not, which tool do you use
Are you using Pipedrive for your CSM - Customer Success - activities ? If not, which tool do you use ?
Asking for Advice || Credit collection process in Pipedrive?
Does anyone use pipedrive for credit collection followup and control payment compromise agreements for customers?
Email automation when task is marked as "done"
I would like to send emails based on Pipedrive templates. Predefined emails shall be sent once I am marking a Projects-task as "done". Use case: I would like to inform a customer that something was done.
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
Link multiple people to a deal?
Customer Success teams typically work with several people in every company. It's important to have all email threads in one place for context. The current workaround is adding multiple emails to the linked person but leaves a lot to be desired. Perhaps it could be segmented into two sections. "Main point of contact" &…
Calling all sales leaders who use Pipedrive as a Customer Success tool
Our deal sizes range from $3000 per year to $250,000 per year. Need a centralized place for: * Deal management * Invoicing * Tracking Renewal and Upsell Dates * Tracking requirements for upsell * Tracking Account Health Is anyone else doing this ? I know you're out there :) Thank you Brandon Barron Verifiable, Inc…
Understand your customers’ thoughts and feelings with an empathy map
While all good customer journey maps include emotions, empathy maps take that a step further and provide a more complete customer picture. As a marketer, an empathy map helps you create content that directly addresses customer questions. Sales reps can use this knowledge to leverage relationship selling. To get started,…
How customer surveys help you produce targeted sales enablement content
Sales teams do their best work when they have all the resources and tools they need to engage with prospects. This means knowing who those customers are, what their journey looks like and how your sales process complements that journey. Use customer surveys to find out what kind of content and information they’d benefit…
Is it possible to have Details fields in Pipedrive automatically populate?
e.g if a client fills out a document on PandaDocs that has custom fields, Pipedrive can read these custom fields and populate the Details field of a deal. I know there is integration for the other way around (e.g Pipedrive details being used to populate a PandaDoc). Thanks in advance :)
Notifications for deal renewals
Hi all, I am trying to create an email trigger to the customer success team on the anniversary of a deal. This will act as a reminder to revisit the contracts with the client for annual inflation, any additional requirements to explore etc. Whilst, i created a workflow for the above. The emails are getting triggered when a…
Mass Unfollow?
Hello - I've searched and come up empty handed. Since I do a lot of the imports to contacts my account is now following all of these. I don't want to get notifications for anything outside of what I should be so I'd like to remove myself from following...however....that's a lot of clicking. Is there any other way to…
Identifying current customers for newsletter?
How do you identify people in your database who are customers? For example, this would be to send email messages using Campaigns to only current customers. Do you use a custom field? Is there some built-in way to do this in Pipedrive?
Looking for Automation expert/help
Located in US, east coast - would like to hire someone to help me build out various automations. Not super complicated, but need text messages as well as email so will need to incorporate both PD and Zapier automations. I need to understand the setups so I can manage/edit as needed. I've previously done this myself but I…
Looking for Pipedrive experts
Hi group, I'm looking for Pipedrive expert (ideally based UK/EU) that can help on an hourly or retainer basis. If that's you, please drop me a message at daniel@geniusly.ai Thanks Dan
Post about zip codes every day until problem is solved
Need zip codes still... Zip Code
🎙️ Podcast recommendations and an exciting announcement!
https://pipedrive.hubs.vidyard.com/watch/W5Ey5wJoBogNutKEkzUu5i?muted=1?ref=community_post ❓ What podcasts do you listen to? What are your favorite episodes? Comment below or 🎉 add them to our official collaborative playlist on Spotify! 🎉 ➡️ Adding podcasts to our collaborative playlist is easy as 1-2-3. Anything to do…
Has anyone set a customer dashboard in Pipedrive?
Hi, I manage several client accounts and we can often have multiple deals in different pipeline stages. Some clients might have over 10 deals with with hundreds of products in each deal. I want to be able to set up a dashboard by Customer where I can see the following in one view rather than keep scrolling down the page…
“Product Talks: Review of 2021 and releases for 2022” webinar Q&A
Hi our dearest Pipedriver 💎 What an amazing event we had on the 15th of February with Maria and Tonya. If you didn’t have the opportunity to attend, be sure to watch the recording and fill yourself in on what wonderful plans Pipedrive has for you in 2022. 🎬 HERE you can access to on-demand recording We promised to give…
1 email chain in 2 deals
Hello, Is there a way that can link the same email to 2 deals? unfortunately one costumer has been sending information from 2 deals in 1 email chain.Thanks for your help :)
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…
How to clean up your Pipedrive account
Dear Pipedriver, Have you received an email with daunting subject: “Your Pipedrive Account is at 90% Limitation…” and are on the verge of deciding to either clean up your account, do nothing or upgrade your plan? Well, first and foremost reasonable action would be to clean up your account by optimizing your Pipedrive data.…
From Technical Account Manager to Project Manager 🚀
I recently transitioned from being a technical account manager at Pipedrive to a project manager in another company. Here you will find my advice for professionals that are thinking of making the same move: So, for starters, what do these job titles even mean? What’s “technical account management” and what’s a “customer…
What to do after deal is won?
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?

Customer Success

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