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Customer success
Customer success
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Renewal deals in Pipedrive

Hello everyone,

 

My team and I are looking to test our approach of supporting the Renewal deals in Pipedrive. 

We're in the early stage of defining solutions for the problem and thusly are very eager to get insights from our end users. 

If your company has renewal deals, please leave your comment here so that I know whom to reach out to with invites or send me an email at kirill.grebtsov@pipedrive.com

 

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:

  1. Deal management
  2. Invoicing
  3. Tracking Renewal and Upsell Dates
  4. Tracking requirements for upsell
  5. Tracking Account Health

Is anyone else doing this ? I know you're out there :)

Thank you

 

Brandon Barron

Verifiable, Inc (verifiable.com)

brandon.barron@verifiable.com

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.

Customer success

How are you using PD after winning the deal? 
As in customer success? 

Thanks for your tips and opinions.