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💡 Overcoming Objections in Sales: "I'm not interested"
https://www.youtube.com/watch?v=7JqmuwWq8gw"I'm not interested" is one of the most disheartening objections you can hear. So, what persuasion techniques can you use to turn the conversation and even set a meeting at the end of the phone call? We'll help you with this video, which includes follow-up questions and concerns…
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How do i see my deals in one place across multiple pipelines?
Is is possible to see the deals im attached to throughout multiple pipelines?
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How can we best keep track of lead sources and channels?
We're using our PD for the whole sales process from MQLs to Customers and we would like to keep track of details such as which marketing channel they used, which source they came from and also have the reports for this. Are there any handy tips how to do this?
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Field Mapping
I'd like to see as many data fields available for mapping and integrating as possible. For instance, webforms newest update opened up more available data, like Expected Close Date. That was a big one for me since I was using a custom field to capture the event dates then add that date to the Expected Close Date. With…
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Survey: What matters most in contact details of your leads?
We would like to help you to get the contact details of your leads easily. We have a few questions we’d really want to ask you to help us understand what matters most to our customers. Could you help us out? ✅ It shouldn’t take more than 3 minutes of your time. If you can spare the time, please add your input in this…
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Remove Recurring Revenue from Sidebar
Please add the ability to remove this and any other functions for the company as a whole. There are a few features we don't use and it gets in the way of using Pipedrive. This is especially confusing to some of our team users that are older and not computer literate. The more things in the way, the more difficult it is to…
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Dashboard PRO
Ciao a tutti, vorrei sapere se il piano PRO consente di avere dashboard più avanzate. In particolare mi chiedevo se si possono mettere in relazione i dati dei preventivi venduti/emessi con le caratteristiche dell'organizzazione di riferimento (ad es il campo Regione, Num dipendenti, Fatturato, ecc.). Grazie dell'aiuto,…
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Very poor customer service & SLA
Hi. I am currently trailing Pipedrive and had some questions regarding the Advance Subscription. I was waiting for an operator for around 50 minutes then it was taking at least 10-15 minutes to get the most simple questions answered. really disappointed. Regards Stephen.
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Anyone got any experience with Recurring Revenue, when your deal amounts are always different based
Need a way to report revenue based on total contract value and the contract length, and can't get the recurring revenue to do the job I need to do. Currently have a custom data field, and export to Excel to do the calculations.
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Same deal to multiple persons
Hi everyone - new to pipedrive and already loving it! We work with the construction industry and quote the same enquiries to multiple contractors. If I am quoting the same job to four companies but can only sell it to one, can somebody advise me on the most appropriate way to record this against each enquirer but not show…
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Leads: Automatic Activity Pop-Up doesn't save to that Lead
Within Leads, after populating and saving an Activity (against that specific Lead), another Activity box automatically pops-up, but after populating and saving it, it is not saved against that specific Lead. It is saved only against the contact person. This is not congruent.
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Problemas con la pagina
Estamos teniendo problemas con la pagina. No podemos ingresar...
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I'm struggling with this Leads Inbox. It does not fit my lead qualifying process.
I'm struggling with this Leads Inbox. It does not fit our way of working. If I have an unqualified lead and want to ad this to Pipedrive through the leads inbox, I have to create a deal. But sometimes you don't want to add a deal to an unqualified lead. You just want to qualify it and add it to your Pipedrive contacts so…
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Anyone is using a cool app from the Pipedrive Marketplace for reporting & building dashboards?
I feel like the insights section of Pipedrive is fairly limited in its flexibility and customization. Thanks ✌️
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Stage or Activities?
I'm working on the solution for the client and I was left with a question. He is a trading and in his process that is controlled by an excel spreadsheet he has 40 control points, many of them after closing the deal, but to control payments and dates of loading and unloading goods. I wonder if I should consider these points…
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Goals - usability testing invitation 🎯
⚠️ Update: we've filled all the vacant spots for this round of beta-testing. Thank you everyone for your quick response and availability! Hit the "Join Channel" button on this channel for access to more beta-testing and research announcements. ⚠️ **************************** Hi everyone! We are currently working on adding…
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BUG: New Calendar Sync breaks Calendar Sync Tags
With the old Nylas Cal sync, I was able to set up the cal sync config (shared below) to effectively do the following: * two-way sync for any activity that was created in Pipedrive * one-way sync for events that originated in Office365 (Office --> PD). The benefit of this approach is that I don't have to manually…
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how do I manage a deal that has products that I win on different time tables?
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Question on TEMPLATES for sales documents.
It's not shown in your docs but if you want to SHARE a template (which is the entire purpose of templates) then you have to go to google docs account and share it with each person. NOT a big deal but you might want to put a little not in your onboarding docs. However, when you share a Sales Documents Template it is NOT…
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Error posting leads
Hi, I have an issue occurring wherein I fill out everything to post a lead, but then get an error in the bottom left corner: "An error has occurred. Please try again later." This happens roughly 60% of the time I'm entering leads. It's frustrating since I have to try and go back to enter leads later, and I'm not sure…
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When do you create a deal? (with sales automation)
Hey everyone, tough question I have. My consultant that helps me with sales automation strongly advice to create a deal when the prospect is interested to know more about our solution and not before. Then prospects status before is managed under a custom field which means no pipedrive reports but a 3rd party integration.…
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Inclusão do Filtro tela Calendário de Atividades
Bom dia! Gostaria de sugerir uma melhoria, que certamente nos ajudará, a melhor gerenciar nossa equipe, na tela de Calendário de Atividades, não é permitido visualizar o calendário da equipe. Sugiro incluir o campo Filtro, da mesma forma que há na tela de Atividades. Grato!
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Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant
Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant a few things to do each week that happen every week on the same date/time but don't necessarily tie into any particular deal. Thank you!
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Several contact lists + more user friendly.
I would really need the possibility to create several contact-lists (for people) instead of just one big with different custom fields. We have a big amount of data and right now we find it easier to sort it in different spreadsheets/contactlists regarding the category of the customer. I'm also looking for an easier way to…
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I'm new to Pipedrive. Looking for different ideas on using the "files" area to attach files. Why are
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how to change military time
please help me change military time
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Standard field Label to be used multiple choice
Hi there I want to use the standard label field as multiple choice. Is there any chance to do so as I have contacts that should be labeled as client and freelancer at the same time. Currently i only can decide either to be a client or a freelancer but not both. Thanks in advance Tobi
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Products & Price Lists
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be up to 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add…
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Information
Hi, Is there a way, or will there be a way for creating an activity with all the appointment information in Pipedrive? We do have appointment information in deals and contacts in Pipedrive but I couldn't find it in the activity. At the moment I use Acuity to let my customer schedule an appointment. Is this option already…
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My companies pipedrive is not loading this morning?
Is anyone else having this issue?