List of commercial pipeline sources
| Name | Pipeline | Description |
|
Proactive outreach |
Expansion/Retention | Customer success or advisors initiate a reach out to the customer outside related campaigns |
|
|
Expansion/Retention | Customer reaches out via email |
|
Support Chat |
Expansion/Retention | Customer reaches out via chat |
|
Customer Call |
Expansion/Retention | Customer reaches out via voice call |
|
Campaign |
Expansion/Retention | Triggered by a related marketing campaign and/or customer experience project |
|
Exhibition |
Expansion | Opportunity identified from customer engagement in an exhibition |
|
Renewal |
Expansion/Retention | Triggered by (annual) contract renewal discussions |
|
Referral |
Expansion | Opportunities stemming from customer referrals |
|
Upsell collapse |
Retention | A retention discussion that came from an upsell engagement |
|
Churn conversion |
Expansion | An upsell engagement that came form a churn mitigation |
|
Win back |
Expansion | Applicable for customers who have churned within 90 days |
|
PLG |
Expansion | Applicable for customers who shift from free to paid |