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🏅 Moments of success: Luis Carlos Rojas, Saleslatam México 🇲🇽
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Luis Carlos Rojas, a salesperson at digital consulting agency Saleslatam México, needed help to achieve his goals. After learning the importance of CRM, Luis…
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Pipedrive / WP / WooCommerce collaboration
I am starting a new B2C line of my business and already have the WP/WooCommerce development for it underway. I am now trying to think through the back end. What functions should WooCommerce do, where should the data live, what roles can Pipedrive play? Is there a better option than Pipedrive for these functions? I am…
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Automations and Docuements
Hello everyone, I want to add documents using automation, and this is currently impossible on pipedrive. I'm sure there will be an application that will be useful for many companies like me. Good Works, Best Regards.
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How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
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💰The state of sales and marketing: The economy review 2022/23
Discover how successful sales and marketing pros overcame last year’s economic challenges. In this report, we reveal what steps businesses took to succeed, how that affected employees and factors that contribute to growth. Download the free report now in your preferred language! 🇬🇧 In English 🇵🇹 Em Português 🇩🇪 Auf Deutsch…
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How can I use Pipedrive for customer success ?
We use Pipedrive actively for our sales, and move the deals to Account Management once they are won. But I have not figured out how to use Pipedrive for Onboardig, Adoption and Expansion. Does anyone have any ideas on how to organize this? We are a B2B SaaS MRR business with 100-500 deals ranging from €100MRR to…
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🏅 Moments of success: Karolina Deak at John Charcol, UK 🇬🇧
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Karolina Deak, a sales advisor at mortgage firm John Charcol, moved from Hungary to the UK to explore new challenges. With support from her managers and…
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Wrote this post about fast-tracking CRM selection
Link: https://www.amitsarda.biz/post/selecting-crm Appreciate your time to go through this and the feedback.
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Evolve presents: Founders Q&A with Aaron Ross
Check out our Founders Q&A with Aaron Ross, where we explore questions of motivation, sales, AI & more. And find out Aaron's thoughts on: How to transition from founder-led sales? / David Chevalier, Surfe When should you quit your startup? / George Levin, Hints Maintaining energy levels / Cory Brown, Simplesat How Aaron…
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Email Signature showing gray lines everywhere when sent to clients.
Hi, I am wondering how I can get the gray lines to disappear when pasting my html email signature into pipedrive. It looks horrible when the client sees this. I saw a post from 3 years ago talking about this. Is this still an issue after 3 years? I am new to Pipedrive so I do not know if this has been resolved or not.…
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Offline Conversions from Pipedrive to Google Ads
Hi there! I wonder if you could help me, anyone knows how to send offline conversions from Pipedrive to google ads? I've been trying with zapier but it seems that Pipedrive doesn't collect the GCLID so I can't continue with the zap. I need some help!
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Customizing Pipedrive Reports.
Hi, What are the best ways to create tailored reports in Pipedrive for specific sales metrics and KPIs? I need help in leveraging Pipedrive's reporting capabilities to create customized reports that showcase the specific sales metrics and key performance indicators (KPIs) important to my business.
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New Podcast: #49 MeetGeek - Dan Huru
Bruce Bignell talks to the CEO & Co-founder at MeetGeek, Dan Huru. MeetGeek is a meeting assistant that automatically records, transcribes, and shares summaries of meetings. With just a few clicks you can set up an automated workflow to synchronize your sales calls, meeting summaries, and highlights to your Pipedrive hub.…
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CRM Developer
I can quickly and effectively set up the sales process setup that you have planned according to your company. I can control CRM tracking, increase your sales and support your sales process with automations. You can contact me via my e-mail address or via whatsapp for a price quote. @--yakupinac17@gmail.com…
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What’s your breakthrough business moment?
Write or record us your most successful business moment, inspire your community and win a $250 voucher! Share your moment!
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3 månaders erfarenhet från att använda Pipedrive - vad är era erfarenheter?
har till dags datum varit användare av totalt 8 olika CRM system, varav Pipedrive är det senaste i raden, kan dessvärre inte, efter 3 månaders användande, klura ut hur jag ska använda Pipedrive, saknar såväl uppföljningsaktiviteter som överblick över prospekt, förstår ej heller idén med prospekt respektive aktiviteter, och…
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🇺🇦 In support of the people of Ukraine
Our hearts are with the Ukrainian people who are bravely protecting their country and fighting for their freedom. Among them are the families of many Pipedrive employees, customers and partners. As the war has escalated over the last week, we’ve been working hard to ensure that we do our best to support those in need. We…
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VALORAÇÃO DO FUNIL DE VENDAS: A ESTRATÉGIA ESSENCIAL PARA O SUCESSO EMPRESARIAL
A importância da Valoração do Funil de Vendas para o sucesso empresarial Você já ouviu falar em valoração do funil de vendas? Talvez o termo seja novo para você, mas saiba que entender e aplicar essa técnica pode fazer toda a diferença no sucesso do seu negócio. Neste artigo vamos explicar o que é a valoração do funil de…
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Campaign Manager - sending email in bulk ?
One huge issue for email campaign is to send email every 2 or 5 minutes to avoid being tagged as spammer like lemist does. It fakes like it is a man email sent. And not in bulk like pipedrive does. What do you think about this issue ?
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I'm looking for an artificial intelligence application that I can teach sales
Hi community i'm looking for an AI application that I can integrate into the whatsapp application. Does anyone have an AI suggestion that can be trained by texts or chats, that can automatically respond to incoming messages?
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Moved: Could not save draft.
This discussion has been moved.
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What are Key considerations for designing packaging?
Hi, When designing packaging that reflects a brand's values and appeals to consumers, consider the following: 1) Brand identity: Ensure packaging aligns with the brand's personality and values. 2) Target audience: Design packaging that resonates with the preferences and needs of the intended consumers. 3) Differentiation:…
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Looking for Pipedrive implementation support
Hi there I need support transitioning my client from High Rise to Pipedrive and setting up the systems needed to best utilize the software. I'm looking for someone to learn how we've been using High Rise, help us get all our old data into Pipedrive, set up the processes we need (it isn't everything Pipedrive is capable of,…
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How to use the 'Products' feature in Pipedrive
In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don't just have to be physical products, you could also use products for the services that you sell.
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Develop of Pipe
Hello everyone I want to improve my sales process. Im using Twilio and timeline apps for Whatsapp. Does anyone have any suggestions what other applications I can use? Best Regards
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Seeking Recommendations for Packaging Companies.
Hi everyone, When it comes to finding the right packaging company, there are several factors to consider, including quality, cost, and lead time. A packaging company plays a crucial role in ensuring that your products are well-protected and presented professionally. In this regard, Branded Packaging Solutions is a…
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Lead Automation with an external tool (Zapier, make.com, etc.)
Hi there, I would like to automate incoming leads from one of our partners. They use Salesforce and currently send the leads and their details to us via email. We then manually import them into Pipedrive and I want to get rid of this process. I have already created an automation using Zapier. Using the feature incoming…
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Different plans for different seats
My team and I want to figure out what the best plan for us is, but realized we only need one seat with management capability and the other seats don't need as many features. If there is a way to have different users under different plans it would be extremely helpful.
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How do you segment and create a call list by time zone
Hi, I would like to pull a list of my prospects by time zone to make sure I call at the most appropriate time. How can I add time zone to prospect information.
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Hiring - Email Marketing expert
Looking to hire or outsource our email marketing activities… Would prefer to hire a virtual/remote employee to be a member of our team... We are a real estate brokerage firm looking for someone with experience in the real estate industry and knows their way around Pipedrive and Mailigen… Can anyone recommend where i can…
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For a residential real estate brokerage firm, where would you organize properties?
For a residential real estate brokerage firm, where would you organize properties?