Managing your pipeline for customer support

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with pipeline deals customer management your team will have the tools it needs to develop and nurture your relationships with customers after the sale when marking a deal as one you'll be prompted with a pop-up asking you to convert the company to a customer so this is the point where you can hand off to an account manager or project management anyone who takes over after the sale is complete so anything that you need to do in the way of onboarding this is where you can track all of that information so you can reassign it to the appropriate Account Manager maybe you keep it in your name whatever the workflow that fits your process best and in the notes here you can add any handoff items anything that is going to be pertinent for them to know as they take over that relationship so I'll go ahead and convert that customer and then as we can see here this unlocks some customer management functionality so any post sale information that you need to track some milestones are going to be super handy for that kind of information this is where you can add any onboarding any items that need to happen once you've closed that deal so we'll just do a quick example here of sending onboarding resources in the description you can get a little bit more specific with that the date is going to be when you need to have that complete so we'll just say end of the week status we'll say in progress there so that's going to be something that you can just refer to later to see where you're at with all your various milestones collaborators so this is going to be anyone who is working on delivering those key milestones so you can add other users from the account if anyone's helping you out with that you can pin it to the company detail so it's top of mind and then you can also set at date reminder so that will go out based on you know whatever specifications you put in here that'll send an in app and email reminder to all collaborators prior to that milestone so you can fill those in as necessary you've also got the health status so this is just a quick overview of the satisfaction of the customer the likelihood of you know renewing things like that so if I change that that's going to allow me to add a description so you can just put a little note in here probably especially handy if that goes into an unsatisfactory health status you're going to want to be able to refer to that and say okay what went wrong here where where do we need to help improve things so if you see that little icon that means there's a little description you can just pop that open and see what's written there so the key contact section this is going to allow you to just pinpoint those contacts that you've deemed as you know your key points of contact at the company so chances are you know if you've got a company with you know 30 or so different contacts there are really only a few people that you're going to need to talk to so you might put like accounts payable on there if I make them a key contact I can you know add a little bit more information you know they pay the bills so you can quickly access that information without having to search through the entire list of individuals at that at that company we've got something else in here revenue type so this is going to allow you to you know add custom types of revenue associated to that customer so you can start to track you know if it's like this new sale would be a new revenue you can also add expansion revenue in their renewal revenue so those are all customizable by your account settings and then that's going to you know just allow you to better track the different types of revenue that you're bringing in from each specific account and then if you wanted to see an aggregate any of your customer records since they're a subset of companies they're going to be listed in the companies tab but then you can filter for the list view all customers and that will bring them up so you could do things in here like search for all of your customers with unsatisfactory health status if you wanted to just focus in on that group you can also pull in your milestone information here so if you wanted to see all of your customers that have milestones in progress you can narrow your view to look at just that group of contacts and see okay what's going on with these is anything stalled when's the next due date this doesn't even have a due date it probably should things like that so all of that's designed to help just pinpoint you know the any obligations that you have to your customers after the sale helps you see you know what you've done with them in the past and focus your efforts on continuing to keep them happy and continuing to deliver what's necessary so hopefully that's helpful if you have any questions on customer management or anything else you can always get in touch with us at eight six six seven zero two seven three zero three thank you