PipelineDeals helps us to manage our recurring business, upsell, and cross-sell to our customers. The activities feature in PipelineDeals and the agenda truly help us stay on top of our deals pipeline.
The mobile app is convenient too. We get quick access to our accounts and ongoing deals on the mobile app while out and about. It’s useful to be able to quickly reference an ongoing deal, record information from a meeting, just stay in touch with our clients to say hello, happy birthday and see how their family is doing. The text messages that we receive about upcoming events are also very helpful to ensure we never miss a potential opportunity or appointment – in fact the text messaging is one of our favorite features.
What kind of tips do you have for companies using PipelineDeals.
I strongly encourage that people take full advantage of the agenda features on PipelineDeals. PipelineDeals makes it easy to manage the sales cycle for ongoing deals like a project, and simply move agenda items forward as appropriate. For example, if we’re scheduled to call someone and we do not connect with them, we record a short activity noting the call (like “left message” or “LM” for short). Next, we postpone the entire series of tasks or events so that we are able to reach out to people in our marketing cycle for follow-up.
Another time-saving feature is bcc (blind carbon copy). If you have a new lead and you bcc your PipelineDeals email address, it automatically creates a new record in seconds. You don’t have to go through elaborate data entry. You receive an email that a new record has been created, edit it and add your relevant data. Your entire email will already be logged in the system for easy reference. This is also relevant for existing customers, simply bcc your PipelineDeals email address, and your email is instantly recorded. This is a MAJOR time savings.
Additionally, if I’m helping my colleagues with deals, I make sure to use the collaboration features in PipelineDeals to notify them with tips or relevant updates. I can add activities, tasks, and events, and tag people so that they receive an email from PipelineDeals notifying them.
Finally, make sure that your team knows when to move things forward in your pipeline. For us, we attempt to make connections via email and over the phone several times. If we’re unable to move a deal forward through our pipeline, we add someone to our list of people to nurture.
Any other things?
PipelineDeals offers an incredible knowledge base with blogs, forums videos and their customer service is excellent. You feel like you work with a family-owned company that cares about your success and needs.
I’d recommend PipelineDeals to other marketing companies and agencies for its simplicity, which makes it easy to rollout and use immediately, its features, which are comprehensive enough for most businesses, and at a great price.