PLD Customer Success

We are @pipelinedeals Customer Success! Tweet @pldsuccess with any questions about @PipelineDeals.

[PLD Customer Success @PLDsuccess]

To turn on the lost box, go to Account Settings > Deal Stages > Deal Loss Reasons. https://t.co/wUzJauD0js

[PLD Customer Success @PLDsuccess]

Start understanding why you lose - you can turn this on to appear whenever a deal is set to 'lost'. #howtoCRM #sales

[PLD Customer Success @PLDsuccess]

Start understanding why you lose - you can turn this on to appear whenever a deal is set to 'lost'. #howtoCRM #sales

[PLD Customer Success @PLDsuccess]

Filters are key - start with all data, then start asking questions to narrow the list.

[PLD Customer Success @PLDsuccess]

Track leads through your qualification process using statuses. #howtoCRM #sales #saas #salestips #salestools #CRM

[PLD Customer Success @PLDsuccess]

Integrations. Calendars. Excel. Contacts. It's awesome. #sales #howtoCRM #salestools @sales_hub @SaaSsalesblog #saas

[PLD Customer Success @PLDsuccess]

Got a problem with stalling deals? Make sure you know about them. #sales #saas #howtoCRM @SaaSsalesblog #salestools

[PLD Customer Success @PLDsuccess]

Attach docs to activity posts - docs are now relevant in the timeline.#sales #howtoCRM #saas #salestools @saassalesus

[PLD Customer Success @PLDsuccess]

Know which deals & how much revenue you expect to close, + when. #howtoCRM @CRMTopNews #sales #salestools #saassales

[PLD Customer Success @PLDsuccess]

Launch #Pipeline forecasting using the Expected Close Date. #sales #howtoCRM #saas @crm @SaaSsalesblog @saassalesus

[PLD Customer Success @PLDsuccess]

Thanks for tuning in to Office Hours. As always, tweet questions @PLDsuccess anytime! Check back for daily pro-tips for @pipelinedeals

[PLD Customer Success @PLDsuccess]

What's left is a view helping you manage all projects at once. Don't forget to save as a new view!

[PLD Customer Success @PLDsuccess]

Remember the 2-click update? When a project reaches stage 1, click the empty box and add today's date.

[PLD Customer Success @PLDsuccess]

So: set the Company owner to 'Me', Deal Stage to 'Won' and you have a list of all projects ready to go thru the post-close cycle.

[PLD Customer Success @PLDsuccess]

Notice the Deal Owner is different from Company Owner- most companies have different Acct Execs from Acct Mgrs.

[PLD Customer Success @PLDsuccess]

Company Owner lives under Columns, then click 'Next' until you see Company Default fields. Select 'Owner' to show this data for each deal.

[PLD Customer Success @PLDsuccess]

Your delivery stages now live in your deals list view. You'll also need to add the Company Owner field to tie to an acct mgr. (1/2)

[PLD Customer Success @PLDsuccess]

Your new fields live in the columns menu under Deals Custom Fields. Select all that you want to track.

[PLD Customer Success @PLDsuccess]

Make as many of these fields as you have stages in your product delivery process.

[PLD Customer Success @PLDsuccess]

A date field enables logging progress in 2 clicks. Here's how creating the field looks.

[PLD Customer Success @PLDsuccess]

First, create a series of custom field that mirror your product delivery process. Date fields are best.