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Relationship Management
Relationship Management
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How to use Pipedrive to maintain relationship with existing clients who don't have an active lead/deal

Hello - We have just started our license with Pipedrive. We get a lot of our new deals from our regular/existing clients. Lead and Deal modules help us manage a new business enquiry from a new or an existing client. But how do we maintain and manage relationship with  existing clients who don't have an active lead or deal. Some of the activities that we would like to do with such clients are - sending monthly newsletters, greeting for bday, seasons, forward any specific new that we think could be interesting to them, set up call /meetings during industry conferences etc. 

Where does sales end and business development begin?

Business owners, managers and sales and marketing professionals frequently view sales and business development as a single, umbrella-like system.

In many newer businesses and startups, for example, a few key team members may be entirely responsible for:

  • Researching and understanding their company’s target market
  • Finding and connecting with potential buyers
  • Selling their products and services

As your business grows, however, your team is less likely to have the time (and in some cases, the skills) to focus productively and proactively in all of these areas.

So, how do you bring in a business development team to push your revenue activities to the next level?

Read our article to find out about building a business development team.

Kyrylo Taranenko
Product Manager TimelinesAI

Automatic Whatsapp PipeDrive integration is live on PipeDrive Marketplace (try it for free)

Do your sales agents use Whatsapp in their work? Or maybe you have Whatsapp as a channel to communicate with your clients?

Based on feedback from PipeDrive community and a hundred user interviews, we created an automatic Whatsapp integration for PipeDrive. Try it for free here:

Why is it better than alternatives?

First, the Whatsapp PipeDrive integration is fully automatic. Your contacts and messaging get synced into PipeDrive without any manual input from your side. For new contacts, the new Persons and Deals will be created automatically. And yes, you can remove specific contacts from syncing (if you or your agents are using a personal number for work).

Second, it displays messages from Whatsapp inside of a Deal connected to the Person. You can now see all the related communication via email and Whatsapp in one place. If you need to dive deeper or send a reply, the integration inserts a shortlink to a Whatsapp chat with a contact.

Third, you may connect your own number, or multiple numbers of your sales agents. The integration doesn't require Whatsapp Business API, works with multiple regular and business numbers. The setup only takes scanning a QR code and connecting PipeDrive in one click.

We offer a free 10-day trial. Considering it only takes 5 minutes to connect Whatsapp to PipeDrive, you may get a full picture of the integration within this time. Let me know if you have any questions? I will be glad to learn what you think!

Here is... (More)

How to visually map relationships with Pipedrive (like Obsidian or Roam!)?

Hey ... now then ... we rely a lot on referrals, and we'd love to be able to map out how all our clients have ended up with us, how they are all linked, who are the big referrers, whether they share characteristics etc.

So .. does anyone know of any 3rd-party app that could connect with Pipedrive to enable this to happen?  Below is an image from Obsidian (which won’t connect,) but which shows the simple graphical way in which it can map out links & backlinks.

Would LOVE to hear from anybody with any kind of view or tip ... I'm not a techy so their might be a really simple solution to this ... thanks!