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Account Management
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Tips for account management. Delivered hardware to customer.


We are an IT-comapany and sometimes (usually) hardware is included in our deliveries. This can be servers, desktops etc.ย 

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 is expected hardware upgrade.ย 

I would like to move all of this information into Pipedrive. How are you guys keeping track of your deliveries today? Is custom fields the way to go or is there some app I should use?ย 

Best Regards,


Account Management in Pipedrive - Project H.A.M.M.E.R. BETA!

EDIT: Sign ups are now closed, thanks to all who shared their interest.

Hello Pipedrivers! ๐Ÿ’œ

We have some exciting news to share: After a (maybe not so) long time focusing on the pre-sales/deal closing side of the Sales Lifecycle, we are currently exploring how to deliver a better experience for the other side: Account Management!

We heard you (and did our homework, aka research) and we know that some of you are currently hacking the sales pipelines or use a 3rd party tool for after-sales, which most often than not lead to out of sync data, missed actionable activities and, at the end of the day, more mess.

So, as our focus is to develop a native, Pipedrive solution, aimed at helping you manage the relationships and grow your existing accounts, we would like to invite you to participate in our closed beta and join forces with us to build valuable solutions to the whole community.

We will now shortlist an initial group to test some upcoming features, so there will be emails being sent soon! And, if you do not get in the initial beta, fear not - weโ€™ll be slowly opening up for more and more people!

PS: If you want to share any thoughts on the topic but don't want to participate in the beta, feel free to comment on this post - your feedback is always appreciated!

PS2: As a sneak peek, here's a screenshot of what you could be testing... (More)

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

Ian Yun
Sales & Account Manager

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ฐ€์ด๋“œ: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ๋กœ ๊ฐ„ํŽธํ•˜๊ฒŒ ๋ฏธํŒ… ์Šค์ผ€์ค„ ์„ค์ •ํ•˜๊ธฐ

์งˆ๋ฌธ: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ๋ฅผ ํ†ตํ•ด ๋ฏธํŒ… ์ผ์ •์„ Fixํ•˜๋ ค๋ฉด ์–ด๋–ป๊ฒŒ ํ•ด์•ผ ํ•˜๋‚˜์š”?

๋‹ต๋ณ€: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ '์‹œ๊ฐ„ ์ œ์•ˆ' ๊ธฐ๋Šฅ์„ ํ†ตํ•ด ๋ฏธํŒ… ์ผ์ •์„ ๊ฐ„ํŽธํ•˜๊ฒŒ ์„ค์ •ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.


  • ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ '์‹œ๊ฐ„ ์ œ์•ˆ' ๊ธฐ๋Šฅ์€ ์–ด๋“œ๋ฐด์Šค๋“œ ํ”Œ๋žœ๋ถ€ํ„ฐ ์ œ๊ณต๋ฉ๋‹ˆ๋‹ค.
  • ์–ด๋“œ๋ฐด์Šค๋“œ ํ”Œ๋žœ์—์„œ๋Š” '์‹œ๊ฐ„ ์ œ์•ˆ' ์Šค์ผ€์ค„๋Ÿฌ๋ฅผ 1๊ฐœ๋งŒ ์„ค์ •ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
  • ๋ฆฌ๋“œ๋ถ€์Šคํ„ฐ ์• ๋“œ์˜จ์„ ์‚ฌ์šฉํ•˜๊ฑฐ๋‚˜, ํ”„๋กœํŽ˜์…”๋„ ํ”Œ๋žœ๋ถ€ํ„ฐ๋Š” ์ œํ•œ ์—†์ด ์Šค์ผ€์ค„๋Ÿฌ๋ฅผ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

ย 1. ์ผ๋ฐ˜์ ์ธ ์ผ์ • ์„ค์ •ํ•˜๊ธฐ

  • ์œ„ ๊ธฐ๋Šฅ์€ ๋ถˆํŠน์ • ๋‹ค์ˆ˜์—๊ฒŒ ์Šค์ผ€์ค„๋Ÿฌ๋ฅผ ์ œ๊ณตํ•  ๋•Œ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๋Š” ๊ธฐ๋Šฅ์ž…๋‹ˆ๋‹ค.
  • ์‚ฌ์šฉ ์˜ˆ์‹œ : ์›จ๋น„๋‚˜ ์˜ˆ์•ฝ / ๊ณ ๊ฐ์˜ ๋ฐ๋ชจ ์‹œ์—ฐ ์˜ˆ์•ฝ ๋“ฑ

ย  1) ์ด๋ฉ”์ผ ์ž…๋ ฅ ์ฐฝ์—์„œ '์‹œ๊ฐ„ ์ œ์•ˆ' ์„ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.

ย 2) ๋ฏธํŒ…์— ํ•„์š”ํ•œ ์‹œ๊ฐ„ ๋ฐ ๋ฏธํŒ… ๊ฐ€๋Šฅ ์ผ์ž, ๋ฏธํŒ… ๊ฐ€๋Šฅํ•œ ์‹œ๊ฐ„์„ ์„ค์ •ํ•ฉ๋‹ˆ๋‹ค.

ย 3) ๋ฏธํŒ…์— ๋Œ€ํ•œ ์„ธ๋ถ€ ์ •๋ณด๋ฅผ ์ž‘์„ฑํ•ฉ๋‹ˆ๋‹ค.

  • ์˜์ƒ ๋ฏธํŒ…์ด ํ•„์š”ํ•  ๊ฒฝ์šฐ, Zoom / Google Meet / MS Teams๋ฅผ ์—ฐ๋™ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
  • ๋ฏธํŒ… ์ฐธ์„์ž๊ฐ€ ํ•„์ˆ˜๋กœ ์ž‘์„ฑํ•ด์•ผ ํ•˜๋Š” ํ•„๋“œ๋ฅผ ์„ค์ •ํ•˜์—ฌ, ๋ฏธํŒ… ์ด์ „ ์ •๋ณด๋ฅผ ์ˆ˜์ง‘ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

ย 4) ์Šค์ผ€์ค„ ์„ค์ •์„ ์™„๋ฃŒํ•œ ํ›„, ์ƒ์„ฑ๋œ ๋งํฌ๋ฅผ ๊ณ ๊ฐ์—๊ฒŒ ๊ณต์œ ํ•˜๋ฉด ๋ฉ๋‹ˆ๋‹ค.

ย 5) ๊ณ ๊ฐ์ด ๋ฏธํŒ… ์‹œ๊ฐ„์„ ํ™•์ •ํ•˜๋ฉด, ์ด๋ฉ”์ผ๋กœ ์œ„์™€ ๊ฐ™์€ ์•Œ๋ฆผ์„ ๋ฐ›์•„ ๋ฏธํŒ…์ด ํ™•์ •๋˜์—ˆ์Œ์„ ํ™•์ธํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.


ย * ์ถ”๊ฐ€ : ์ผ๋ฐ˜์ ์ธ ๋ฏธํŒ… ์Šค์ผ€์ค„ ์ด์™ธ์—๋„, ํŠน์ •ํ•œ ๋ฏธํŒ… 1ํšŒ๋ฅผ ์œ„ํ•ด ์Šค์ผ€์ค„๋Ÿฌ๋ฅผ ์ƒ์„ฑํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

ย 1) 'ํŠน์ • ์‹œ๊ฐ„๋Œ€'์˜ '์‹œ๊ฐ„ ์„ ํƒ'์„ ํ†ตํ•ด, ํŠน์ •ํ•œ ๋ฏธํŒ… 1ํšŒ๋ฅผ ์œ„ํ•œ ์Šค์ผ€์ค„๋Ÿฌ๋ฅผ ๋ณ„๋„ ์ƒ์„ฑํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.


์ฐธ๊ณ : Scheduler: Knowledge Base

์ด์™ธ์—๋„ ๊ถ๊ธˆํ•˜์‹  ์ ์€ ์–ธ์ œ๋“  ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ธ€์„ ๋‚จ๊ฒจ ์ฃผ์„ธ์š”!
ํ•ด์‹œ์Šค๋ƒ…์€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์›ํ™œํ•œ ์ด์šฉ์„ ์œ„ํ•ด ์ตœ์„ ์„ ๋‹คํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค :)