PipelineDeals Help Center
Customer Management Profile Overview
Support your customers as well as you close your prospects. PipelineDeals has always sought to help you organize your pipeline, sell efficiently and win big. Customer Management helps you develop your relationships with customers after the sale. Consolidate all internal communication and activities regarding your customers through a single point of contact.
Flag certain contacts as your most important relationships at a company. If you have dozens of people associated with a company, but only talk with two of them regularly, mark them as key contacts for easy access.
Define the relationship so anyone viewing your key contacts can quickly understand why they’re key parts to the customer relationship.
Use this feature to group your customers by their perceived ‘health.’ This could mean likelihood of renewing their business with you, purchasing new items, providing marketing collateral/references or any number of things. PipelineDeals will help you keep track of changes in health and understand how much of your customer base - whether measured by revenue or quantity - is in good shape.
Many users of PipelineDeals use the app to help drive revenue from existing customers as much as they use it to attract and convert new customers. Customer Management includes a Revenue Type feature that helps categorize each deal associated with a company by type of revenue: new, expansion, project and recurring are some examples.
With a quick glance at a customer profile, you can see where the bulk of your revenue associated with a particular customer is coming from. Is it from the original deal that brought them on board? Or from new business won since they became a customer?
Once a new customer is won, most businesses need to take a series of actions to deliver upon the promised goods and services that were promised in the sale. Borrowing a conventional Project Management strategy, you can organize the key checkpoints along your customer’s journey as a series of Milestones.
Use milestones as key dates to highlight in the customer relationship. These might be things like Pitch Presentation, Renewal, Project Go-live or other highly important dates. Invite Milestone Collaborators (other PipelineDeals users) to help manage the tasks and events needed to complete a milestone, pin the date to the Company Details section of the profile or set a reminder so you don’t forget that the milestone is coming up soon.
The customer profile page has been optimized to enable any user to find information quickly and easily. The Activity Feed has received a broad overhaul from both an information hierarchy and filtering capability perspective. Custom fields have also been re-designed, making it easier to consume information at a glance.