Using Pipedrive as the CSM tool

User: "Mo Malayeri"
Updated by unknown

We have migrated to Pipedrive recently as our main CRM tool. It's been working perfectly for our sales team and I specially like the Insight feature where I can create advanced custom dashboards.

We are wondering if this is a good tool to use by our CS team specially when it comes to onboarding. Has anyone else used Pipedrive for the same purpose? What are the best practices?

  • Should we create a separate pipeline for CS? 
  • Should we only use organizations attribute or would it make sense to create a new deal for managed accounts? 

 

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