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Customer Success
Customer Success
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Luc Bretones
Growth Holaspirit / Talkspirit

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 ?

Topic of the week: Customer Success 🙌

Making a sale is good but letting your customers know you still care after that and want them to get the most out of their purchase is even better - and coincidentally increases their lifetime value, lowers churn and facilitates upsell and cross-sell.

Yes, you've guessed it! It's all about the fine art of what's usually called Customer Success. Whether you're still wondering if you should assemble a Success team or if you already have one but they're having trouble not letting follow-ups fall through the cracks, we've got you covered:

Margaux Fiche
Customer Success Specialist

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 linked to Pipedrive) I would then want the deal to move to the next stage where I can check who is booked and prepare for the meetings. Until then it is a rather "hand-free" process. Is it possible for the deals... (More)

Multiple contacts for our Customer success team post winning

so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the sales process.

and so we can tie them to organization no problem.

but they make contact filters and want to use the deal filter to do certain pipelines and fields, but you can only attach one person per deal so their filters... (More)