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Customer Success
Customer Success
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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? 

Margaux Fiche
Customer Success Specialist

Deals and Pipeline set up for Saas Subscription products

Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive.

I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane?  

I talked with Pipedrive customer service and they confirmed that the deal expiring cannot trigger any automation to move the deal. Has anyone else the same issue?


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 success department”?First, full disclaimer, this is my personal definition, not the ”dictionary” one.

A technical account manager is the person who delves into the technical difficulties that a client is facing. They need to investigate every single detail and be aware of the technical boundaries of the solution... (More)

NathanaëlPipedrive Employee
French Content Production Manager

🎙️ La communauté débarque dans vos écouteurs !

Vous écoutez des podcasts sur la vente et le marketing ? Vous avez des épisodes à nous recommander ? Faites-le nous savoir dans les commentaires ou ajoutez-les à notre playlist collaborative sur Spotify ! 🎉

➡️ Pour ajouter des podcasts, il vous suffit d'enregistrer notre playlist dans votre bibliothèque. Ventes et marketing, réussite client, croissance et productivité, relaxation, team-building, travail à distance... Tous les thèmes sont les bienvenus pourvu qu’ils vous inspirent !

🎧 Notre recommandation : "Briser la glace ! La méthode 7P" de la série VENDRE de Michael Aguilar, un épisode à retrouver dans notre playlist.

�... (More)