Tune into our new content series, The Pipedrive, to watch Pipedrive veteran James drive our users down memory lane. In episode one, entrepreneur Hazel joins James in the passenger seat to explore, relive and celebrate her most memorable business moments. Hazel boldly launched her storage company, Container Team, as a way…
Hey everyone! I am just exploring the basics of sales: it’s the heartbeat of every business, but it’s more than just transactions – it’s about connecting with our customers. How do you prioritize building relationships and solving problems over pushing products in your sales approach? Share your experiences and Insights!…
Hi there, I am doing the free trial of your essentials package and I put in some activities for several deals to follow up with them tomorrow. But when pipedrive synced with my google calendar, it put the activities on today the 19th instead of the 20th. It didn’t do this for activities I scheduled for my fiancé and…
🚀Watch episode two🚀 Episode two of our content series, The Pipedrive, is out now! Tune in to discover how CEO Joel Campbell transformed a haunted prison into a business opportunity. Inspired by a trip to a decommissioned prison, Joel founded Cove Group to offer tourists abandoned jail tours. Three years later, he employs…
Entrepreneur Time Management: As an aspiring entrepreneur, time management is key my to success. But balancing various tasks, meetings, and projects is no easy feat. My approach is to prioritize tasks based on importance and urgency. I use productivity techniques like the Pomodoro method, which involves 25-minute focused…
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.Â
Hello! We are new to PipeDrive as our CRM and while we are building for our sales efforts, I'd like to optimize for customer success as well. Would love to hear any use cases/ examples of information you are tracking from a CS/renewal/expansion perspective.
Hey everyone! 👋 After having been in the revenue-trenches the last few years, I often found that one of the most useful analysis involved exporting Pipedrive data and mapping it as a cohort analysis. From here, we could then drill-down into the data to run split-funnel comparisons. For example, we could compare how a given…
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…
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.
How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
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