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What does a Customer Success Manager do and why should you hire one?
A business can benefit from a Customer Success Manager in several ways: - Expanding revenue - Preserving revenue - New sources of revenue - Research and development In fact, increasing customer retention rates by just 5% can increase profits by between 25% and 95%. “In the oversaturated SaaS market, where it is inexpensive…
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CAN BULK EDITING BE UNDONE?
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Sales docs- offertes
Goedemorgen iedereen, Ik ben naar sales docs aan het kijken om een template te maken voor een offerte. Zijn er meer mensen die hiermee bezig zijn? Heeft iemand hier de kunde en kennis van? en al een mooie offerte template klaar? Kun je die dan delen? hahaha Mijn idee is dat offertes in de basis allemaal wel op elkaar…
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I activated new navigation view and now I´m not able to find the revenue forecast report anymore...
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When should a startup business consider implementing a CRM?
When you think of CRM, you are likely to associate its features with large, mature businesses that require a centralized system to manage multiple processes and tasks. Of course, that is certainly one of the primary benefits of CRM, but a CRM for start-ups also has its advantages. The problem is, it’s difficult to know…
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Impulsa tus ventas por internet y tus televentas 2.0
Lea la nueva publicación de blog aquí: https://www.pipedrive.com/es/blog/impulsar-ventas-por-internet
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Emails being sent twice
Does anybody else have the issue where sending an email from Pipedrive puts it in the Sent box twice? It only sends once but two copies show up in the Sent Items.
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problems with sync Google calendar
Who wants to help us with the synchronization of our Google calendar, we cannot resolve the issue, and support will come up with standard instructions The sync is not working or comes with the wrong popups. Sijmen de Boer
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What is the optimal level of sales reporting to give you a comprehensive view of your company’s stra
Sales reporting is fundamental to the sales process but often overlooked or used ineffectively. When implemented thoughtfully, sales reports help align the goals of your sales team, aid transparency, encourage teamwork and produce more accurate sales forecasts. The positive impact of sales reporting is clear: companies…
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Industry events coming up this week you might not want to miss! ⏰
We spotted these two free-of-charge virtual events that we thought might be of interest for our members here in the Community. * Wednesday 9 September - Global Customer Support Heroes meetup, discussing self-service and proactive support (speakers include an Intercom representative). Sign up in the link above if you…
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Sync data from Pipedrive to QB Enterprise. Is there a tool that can do this?
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4 Pillar Framework that to get replies for your cold emails 💡
At Outplay, we have seen the impact of cold emails on sales. After experimenting in every stage of the process our sales team follows a 4 pillar framework on how to approach cold emails that gets you replies. The first step - Find out the correct recipients. Spraying your emails all over the emails will not give you…
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Is it possible to use pipedrive web forms just to create contacts?
Hi guys, I set up a registration form for people to sign up for a mailing list on my website using webforms in Pipedrive but then I noticed it automatically would generate deals also when people registered. This was unwanted on my part as these are mostly not potential customers (I run a recruitment company and these are…
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I'm trying to figure out why I see a deal in list view, but not pipeline view.
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Suggestions for how to identify dormant/inactive organisations
Can anyone support with a good suggestion for how to identify organisations that haven't had any activity (deals added, e-mails sent, changes to the organisation data or other associated activities) after a specific date? The filter for last activity data is unfortunately not helpful here I am trying to identify all…
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PipeDrive for Gmail is not working
I logged in but it's freezing
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Registrazione Webinar [Webinar Recording]
Ciao a tutti, è disponibile la registrazione del webinar (30 min) sulle novità di Pipedrive, con anche demo live. La trovate su YouTube a questo link
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What makes selling in New Zealand unique?
Hi all, We're slowly but surely growing our country-specific channels. Please use this channel to connect with local people who work in sales and use Pipedrive. Discuss questions, tips & tricks and above all enjoy the community! 🇳🇿
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Would you like to be leader of this channel? 💪
Your responsibilities are to update the description of this channel to your liking, introduce yourself as the community leader and spread the word amongst other New Zealand Pipedrive users you're aware of to start joining. Make sure to keep the channel engaged with content, promote discussion among members, and bring in…
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What makes selling in South Korea unique? Use this channel to connect and speak Korean if you prefer
Hi all, We're slowly but surely growing our country-specific channels. Please use this channel to connect with local people who work in sales and use Pipedrive. Discuss questions, tips & tricks and above all feel free to speak Korean! Would you like to be an admin of this group? Reply to this post letting us know. Your…
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Which section of the cold emailing process do you spend the most time on?
Which section of the cold emailing process do you spend the most time on?
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Documenting previous interactions with leads (pre-dating Pipedrive usage)
Hello, I'm just setting up my Pipedrive and adding in leads... How do I add documentation of previous interactions besides the "notes" section. I see I can schedule forward but how do I add in previous actions already taken?
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Deal ownership changeable to normal users
Change owner of a deal should be possible to be allowed to selected users and not only the admin
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How to create a new business account if they have a regular seat in someone else's account already
Hello everyone. Any advice on this would be appreciated. I added a seat for a friend in my account to teach him the basics. Now he wants to set up his own account for his business. However, as his email address has been used in my account, he is unable to do so. Does anyone know how to get around this? Will he be able to…
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Webinar | Pipedrive: il tuo buiness con non l'hai mai visto prima.
Ciao a tutti, viste le importanti novità che sono in fase di lancio su Pipedrive, ho pianificato un Webinar gratuito (in italiano), venerdì 28 Agosto dalle 12 alle 12.30: mezzora dove vi racconto quali saranno i principali cambiamenti e quale impatto possono avere sulla produttività del business. Seguirà sessione di…
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Filters - Current user
Hi, I was configuring some filters and noticed a weird characteristic of the Current user selection (compared to my username selection): Two experiments: * If I create a filter to show all Deals with my username, I can see only the Open Deals. If I create a filter to show all Deals for "Current user", I will see all deals…
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What makes selling in Canada unique? Use this channel to connect and speak French if you prefer :)
Hi all, We're slowly but surely growing our country-specific channels. Please use this channel to connect with local people who work in sales and use Pipedrive. Discuss questions, tips & tricks and above all feel free to speak French! 🇨🇦 Enjoy the community!
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What makes selling in South Africa unique? Use this channel to connect and speak other languages if
Hi all, We're slowly but surely growing our country-specific channels. Please use this channel to connect with local people who work in sales and use Pipedrive. Discuss questions, tips & tricks and above all feel free to speak other languages! Would you like to be leader of this channel? Reply to this post letting us know.…
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What makes selling in Latvia unique? Use this channel to connect and speak Latvian if you prefer :)
Hi all, We're slowly but surely growing our country-specific channels. Please use this channel to connect with local people who work in sales and use Pipedrive. Discuss questions, tips & tricks and above all feel free to speak Latvian! Would you like to be leader of this channel? Reply to this post letting us know. Your…
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What makes selling in Germany unique? Use this channel to connect and speak German if you prefer :)
Hi all, We're slowly but surely growing our country-specific channels. Please use this channel to connect with local people who work in sales and use Pipedrive. Discuss questions, tips & tricks and above all feel free to speak German! Would you like to be leader of this channel? Reply to this post letting us know. Your…