Develop Plan | PipelineDeals

Develop plan

Nurture & grow your relationship with customers post-sale.

Schedule a tour with Lisa

For faster service, call Lisa at 1-206-673-3961.

Bi-weekly Live Training Webinars

Witness a new level of sales growth!
David Baars and John Barney

Upcoming dates:

  • Thursday, November 9, 2017
  • Thursday, November 30, 2017
  • Thursday, December 14, 2017
  • Thursday, January 4, 2018

Hosted by David and John

Manage your customers in one system forever.

Deliver a seamless customer handoff

Deliver a seamless customer handoff

Ensure a seamless post-sale customer handoff and knowledge transfer. Assign an account owner, document the specifics of the handoff, and highlight key contacts in the account. Increase collaboration between teams for an amazing client experience.

Highlight & understand key contacts

Highlight & understand key contacts

Connect with the accounts you communicate with most, in just a few clicks. Understand the health of each account, as well as important opportunities for expansion.

Never miss another key milestone

Never miss another key milestone

Create important milestones, with tasks and events leading up to them. Pin important milestone dates to your customer profile to ensure they stay top of mind, and tag multiple collaborators across departments.

Make your meetings more productive

Make your meetings more productive

Filter and view important tasks and activities related to your customer's key milestones. Use customer health to uncover upsell opportunities and target customers who may be on the verge of cancelling.

Grow existing customer revenue

Grow existing customer revenue

Track and understand where revenue is coming from in your existing accounts. Highlight if it’s from new or expansion projects, and customize types of revenue to match your business.

Watch the recording here:

 

I’d love to show you around!

Click on the button below to schedule a tour, or call 1-206-673-3961 for faster service.
Lisa Bradley Schedule a tour with Lisa