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Strategic Customer Management with Milestones

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Joss Rodriguez
Updated 1 day ago
In Pipeline CRM, milestones help you organize key phases, deadlines, and collaborative efforts throughout the customer journey. Whether you’re tracking project deliverables or renewal dates, milestones make strategic management a breeze.

What Are Milestones?

Milestones are flexible tools that mark important events or phases in your customer’s life cycle. Use them to:
  • Coordinate project deadlines
  • Track customer life cycle stages
  • Monitor renewal or contract expiration dates
  • Keep key collaborators in the loop
You can add a milestone right from the Milestones section of any company’s profile by clicking the “+” button.

Click here for more information on Milestones.

Common Ways to Use Milestones

1. Project Management Coordination
Milestones make it easy to manage delivery schedules and project phases. For example:
  • Milestone 1: Product Onsite Delivery — Due: September 1
  • Milestone 2: Product Setup & Installation — Due: October 1
  • Milestone 3: Personnel Training — Due: October 15
Each milestone can have its own subtasks and events, so nothing slips through the cracks.

2. Tracking Customer Life Cycle Phases
Segment your customers by their stage in the journey. Typical phases might include:
  • Introduction: First 30 days
  • Adoption: 30 to 90 days
  • Retention: 90–360 days
  • Renewal: Each anniversary date
Assign milestones to these phases to help your team tailor their approach.

3. Managing Renewal or Contract Expiration Dates
Never miss a renewal again. Set a milestone for contract expiration—say, January 31—and add a reminder for your team two months in advance. You can even pin critical dates to the company profile for quick reference.

Collaborating on Milestones
Sometimes, you need to bring others into the loop. With milestone collaborators, you can:
  • Assign visibility to specific users or teams
  • Let collaborators add tasks or updates under a milestone
  • Keep everyone informed about progress or blockers
For instance, add your delivery team as collaborators on a “Delivery” milestone so they can update status and flag issues as needed.

Key Takeaways
  • Milestones help organize and track every phase of the customer relationship.
  • Use milestones for project deadlines, life cycle phases, and contract renewals.
  • Bring in collaborators to keep everyone aligned and informed.
  • Stay proactive—let milestones remind you before important dates sneak up.
If you have any questions or run into any trouble, reach out to our support team at [email protected]. 
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