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PLD Customer Success
@PLDsuccess
We are @pipelinedeals Customer Success! Tweet @pldsuccess with any questions about @PipelineDeals.
Seattle, WA
Joined July 2015
1K
Following
154
Followers
221
Posts
PLD Customer Success
@PLDsuccess
over 10 years ago
To turn on the lost box, go to Account Settings > Deal Stages > Deal Loss Reasons. https://t.co/wUzJauD0js
PLD Customer Success
@PLDsuccess
over 10 years ago
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
over 10 years ago
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
over 10 years ago
Filters are key - start with all data, then start asking questions to narrow the list.
PLD Customer Success
@PLDsuccess
over 10 years ago
Track leads through your qualification process using statuses.
#howtoCRM
#sales
#saas
#salestips
#salestools
#CRM
Who to follow
Richard Felix
@rfelix
Founder of Receiver, LoudBar and Stunning. Stripe Expert. Angel Investor. Executive Producer. Oceansize. Highasakite. Chicken and Waffles.
Melissa Czapiga
@mczapiga
Building @RedpandaData.
Just Jon
@thejondaniels
I help adults in England to start University. No GCSE's? No Problem!
PLD Customer Success
@PLDsuccess
over 10 years ago
Integrations. Calendars. Excel. Contacts. It's awesome.
#sales
#howtoCRM
#salestools
@sales_hub
@SaaSsalesblog
#saas
PLD Customer Success
@PLDsuccess
over 10 years ago
Got a problem with stalling deals? Make sure you know about them.
#sales
#saas
#howtoCRM
@SaaSsalesblog
#salestools
PLD Customer Success
@PLDsuccess
over 10 years ago
Attach docs to activity posts - docs are now relevant in the timeline.
#sales
#howtoCRM
#saas
#salestools
@saassalesus
PLD Customer Success
@PLDsuccess
over 10 years ago
Know which deals & how much revenue you expect to close, + when.
#howtoCRM
@CRMTopNews
#sales
#salestools
#saassales
PLD Customer Success
@PLDsuccess
over 10 years ago
Launch
#Pipeline
forecasting using the Expected Close Date.
#sales
#howtoCRM
#saas
@crm
@SaaSsalesblog
@saassalesus
PLD Customer Success
@PLDsuccess
over 10 years ago
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
over 10 years ago
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
over 10 years ago
Remember the 2-click update? When a project reaches stage 1, click the empty box and add today's date.
PLD Customer Success
@PLDsuccess
over 10 years ago
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
over 10 years ago
Notice the Deal Owner is different from Company Owner- most companies have different Acct Execs from Acct Mgrs.
PLD Customer Success
@PLDsuccess
over 10 years ago
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
over 10 years ago
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
over 10 years ago
Your new fields live in the columns menu under Deals Custom Fields. Select all that you want to track.
PLD Customer Success
@PLDsuccess
over 10 years ago
Make as many of these fields as you have stages in your product delivery process.
PLD Customer Success
@PLDsuccess
over 10 years ago
A date field enables logging progress in 2 clicks. Here's how creating the field looks.
PLD Customer Success
@PLDsuccess
over 10 years ago
First, create a series of custom field that mirror your product delivery process. Date fields are best.
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