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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?


Cross Selling und Upselling: Der ultimative Guide 🔀 📈

Jemandem zusätzliche Produkte oder Dienstleistungen zu verkaufen, der bereits zum Kundenstamm gehört, gelingt Studien zufolge mit einer Wahrscheinlichkeit von  60 bis 70 %. Die Vertriebsstrategien Cross Selling und Upselling machen sich dieses Wissen zunutze und kurbeln den Umsatz durch ergänzende Verkäufe an.


In diesem Artikel erfahren Sie, worin der Unterschied zwischen Cross Selling und Upselling liegt und wo die Methoden im B2B sowie B2C bevorzugt Anwendung finden.

🏆 🇺🇸 Success Story: How a sales engagement platform cracked a new lead source
⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese.

Watch the video, where @David Gable from Kixie tells us how his sales team went from relying on inbound leads to becoming what he calls “outboundish” by leveraging their website to acquire better leads.


 ➡️ Apply here to tell us your success story. You don't need to be a Pipedrive user, we just want to share your wins! 💪