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PipelineDeals & Microsoft Excel: Build Powerful Reports


We’re excited to announce that we’ve added a new integration for Microsoft Excel! This integration allows you to build powerful reports using your saved views in PipelineDeals. The integration links your Excel workbooks to your PipelineDeals account and will automatically update when you open them. You will no longer need to export to CSV to build reports, so you can save time, gain quicker insights and spend more time selling. Just open the workbook and you're good to go. 

Use the integration to build custom reports and dashboards from your PipelineDeals data and data from other sources across your business. Now you can better track your company's key performance indicators like time-to-close, rep performance, closed-won – just to name a few. 

Here’s how to get started:

  1. Enable the integration within the Excel Integration section of your Account Settings. If you don't see this option, ask your account administrator to enable it for you.
  2. Download and install the integration in the Microsoft Integration section of My Profile.
  3. Sign in to your PipelineDeals account in Excel. You will now see PipelineDeals in the Data tab in Excel.
  4. Click the PipelineDeals icon, then Import filtered view. Select the saved view you want to import into the sheet.
  5. Now create another sheet in the workbook. Use pivot tables and create charts using your PipelineDeals data.

We really think you’ll love this integration. It pairs nicely with our Outlook Contact and Calendar integrations.

We plan to bring this feature to Google Sheets very soon! Make sure you don’t miss this and more by following us on Facebook and Twitter. To learn more, click here. If you have any questions, please contact us at customercare@pipelinedealsco.com.

Entrepreneur Launches New Reality For Rehabilitation

Summer is the time when the market becomes saturated with recent college graduates who are eagerly looking to pursue their professional dreams. An increasing number of students in both undergraduate and graduate programs are pursuing entrepreneurship over traditional jobs. We sat down with Brian Mogen, University of Washington Bioengineering PhD student and recent finalist in the UW Business Plan Competition –the state's top business plan contest – to learn more about what motivates him to pursue entrepreneurship and how the value of helping others plays a role in the future of business.What is the profile of the members of your business plan team?


Tell us more about the vHAB team.

We are a unique team in that everyone is either a current or former student. We have one student who finished his undergraduate studies last summer and has been working with us on a fellowship.

What is the technology you developed for your business plan?

We designed a platform that takes people through the occupational therapy of their hand and arm using motion capture and muscle sensing. By turning all the general movements of what occupational therapists use after a spinal cord injury, or stroke, or really any disease presentation that affects arms, we created a series of games that you play that are really therapy. So patients play their way to healing while their therapists and doctors can measure their development with the game scores.

What motivated you to join the business plan competition at University of Washington with this idea?

We are PhD students and most of us were working on related projects that focused much more basic neuroscience and computer science – areas that were many years away from any real large-scale implementation.  We all came into this program with the idea of wanting to help people. This product was a way to leverage all of our learning to develop something with real practical use today.

Do you consider yourself an entrepreneur?

Entrepreneurship is more of a mindset than a label. It’s a way of approaching problems from multiple angles at the same time. I never really had an “a-ha” moment that I wanted to start a company and do everything I could to make that company work. It’s really just about solving problems. I’ve been amazed to find so many resources available to us and have been encouraged by a community of entrepreneurs that have been responsive to our vision. There’s a real supportive culture with entrepreneurs that you fall into when you start to pursue this path.

What is the most important lesson you’ve learned as an entrepreneur?

Time is your most valuable asset. It’s more valuable than money. You really need to be judicious about which aspects of an issue you choose to solve and where you choose to spend your time no matter what you do.  

To learn more about Mogen’s winning project, visit their site.


Are you an entrepreneur? Try PipelineDeals For Free For 14 Days.

Customer Success: Your Secret Formula for Growth

By Lincoln Murphy, Customer Success Evangelist at Gainsight

Lincoln Murphy is a customer success expert and evangelist at Gainsight, a leading Customer Success solution for B2B SaaS companies. In this blog post, Lincoln explains what Customer Success is and why your business should care about it. Come listen to Lincoln and other top sales leaders at the Accelerate Sales Conference in Seattle, WA on August 18 – 19.


Lincoln Murphy, Customer Success Evangelist at Gainsight

Lincoln Murphy, Customer Success Evangelist at Gainsight

What if I told you there was a way to keep customers longer, get them to pay you more over time, get them to tell their peers about your product, and even a way for you to tell your customers they're wrong and for them to love you for it?

You'd either call me crazy or accuse me of selling snake oil because that kind of magic just doesn't exist.

Well I'm here to tell you that it does exist and it's not magic at all. It's called Customer Success and it is ensuring your customers achieve their Desired Outcome through their interactions with your company.

Desired Outcome is Critical to Customer Success

Customer Success is predicated on knowing what the Desired Outcome is for your customer and ensuring that they achieve it.

Desired Outcome has two parts: Required Outcome - the thing your customer must accomplish, and Appropriate Experience - the way your customer wants to accomplish their Required Outcome (for more details, read here).

The analogy that conveys the meaning of Desired Outcome the best is the commercial airline industry in the United States.

The required outcome for any passenger on a commercial airline in the US is to make it safely from point A to point B. Thankfully that’s pretty much guaranteed.

But how you get from A to B varies wildly from carrier to carrier. For instance, when I fly Southwest, I know they’ll meet my required outcome. However, when I get off a Southwest flight I complain about the boarding process, the absence of assigned seating, the cramped seats, no wi-fi, etc. In other words, they failed to meet the appropriate experience for me.

Even though Southwest met my required outcome, I don’t feel like the trip was successful because they failed to deliver an appropriate experience for me. Virgin America, on the other hand, delivers my Desired Outcome every time.

I believe that if you intend to do business with someone more than once, then ensuring your customers achieve their Desired Outcome (Customer Success) should be your primary goal.

Customer Success Isn’t Only for Technology Companies

This fairly simple concept of customer success started - and is absolutely blowing up -  with technology companies that have a subscription model like PipelineDeals. While it started with these types of companies, the reality is that customer success can help any company, subscription or not.

Customer Success started with subscription businesses because it's just easier to know if a customer has stopped being your customer since they have to actively cancel their account. In more transactional businesses, there’s a gap between purchases and you can’t really be sure if a customer is still a customer.

So customer success started in the subscription business model - primarily in the software as a service or SaaS market - because it was easier to see that customers were churning out.

And when it's easy to see that the customer is not your customer anymore, it's also easy to put a value on that. For a lot of companies that value turned out to be quite high, so something had to be done.

Executives and investors needed a way to keep their customers from churning out, and customer success became the solution. Help make your customer successful and they'll stick around longer.

Customer Lifetime Value

The metric that SaaS companies watch most carefully is Customer Lifetime Value (LTV), but any company should be paying attention to this metric. Whether your company’s LTV is the aggregate value of subscription payments over 36 months in the case of SaaS, or the number of Triple Venti Soy Caramel Macchiatos I’ve bought at Starbucks (that’s a very large number), every customer for every business has an LTV. Customer success can help grow that number.

Targeting and acquiring more of the right kind of customers is key to increasing LTV

Targeting and acquiring more of the right kind of customers is key to increasing LTV

Customer success helps to drive LTV in a few ways.

  • Acquire More of the Right Kind of Customers - Investors and executives realized customer success actually starts with acquiring the right customers in the first place. The right customers are those who could actually achieve their desired outcome through their interaction with your company.
  • Get Customers To Stay With You & Buy More – When a customer achieves their desired outcome, then they’ll stick with you longer. Those same customers can lead to increasing revenue through customer success expanding their use and upselling in a way that was consistent with the desired outcome.
  • Successful customers tell others -  Successful customers who are using more and more of your product are also the ones most likely to tell others about your product. Customer success serves as a driver for advocacy and vitality in even the most boring B2B products and services.

Customer Success First Steps

Customer success is such a simple-yet-game-changingly-powerful concept. I know that it can apply to any business, regardless of business model, and I encourage you to take a few minutes and think about how you might apply this thinking to your business. Below are three steps you should follow to get started:

  1. Get clear on what the Desired Outcome of your Ideal Customers is.
  2. Identify what having customers continually achieve their desired outcome means to your company. This could mean LTV growth, second-order revenue from customers brought in through advocacy, etc.
  3. Determine what your Ideal Customers needs to do both inside of your product and in their everyday lives to achieve that desired outcome. (including bridging any Success Gaps that exist)

If you do just those three things, you’ll be on the path to making your customers successful, driving LTV through the roof, and crushing your competition.

But if you want to take your business to the next level, I recommend a...

Deep Dive on Customer Success

Now that I've whet your appetite on what Customer Success is and what it means to your business, join me at the Accelerate Sales conference August 19 & 20, 2015 in Seattle where we’ll deep dive on the topic of customer success and how to actually implement these ideas in your business in a way that will drive growth regardless of your business model.