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?

Thanks!

1 reply

Post

Software, App Development industryApps and IntegrationsLeadsMarketplace

Posted last month

We want feedback to our new app, that tracks job changes and monitor emails

Hi Pipedrive community!

I would like to hear feedback on the app (https://marketplace.pipedrive.com/app/champlist/d0cbc932d68db9a2), which I built as a fan of Pipedrive. I use Pipedrive for a long time and I decided to leverage the environment and start building features directly in the app.

WHY did we decide to develop it?

Turning contacts into fresh leads after job change – we have found out that people who love our products usually take it to a new company with almost no effort from our side. Low sales costs, no need to introduce features
Preventing churn – we like to keep track of... (More)

3 replies

Liked by Manuel Oliveira

Post

InvoicingXeroAccounting & invoicingMarketplace

Posted 2 months ago

Xero Integration - Invoice Only Role

It would be great if the XERO - Pipedrive integration would work for XERO users that are Invoice Only "https://central.xero.com/s/article/Invoice-Only-user-role".

This integration currently only support ADVISOR and STANDARD users.