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Better ways of using Pipedrive: Boost your sales with email templates and tactics
Learn more about using email templates to boost sales here In this lesson, our senior manager for global account management, Viktoria Babisashvili, shows how you can create impactful email templates, automate sequences, manage group emails, track important conversations, and optimize your Sales Inbox. This video is part of…
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New Enhancement: Installments for Products
We're excited to announce that the Installments functionality is live! What? With this new functionality, sales reps can now configure the payment plan for one-time products to track payments through installments. This feature will also help with analysis of Product Revenue Forecasting report. Where to find? Installments…
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New: Products Widget functionality 🚀
Hello there, I’m Ilja from Products feature team and on behalf of our team I am glad to introduce you the new functionality called Products Widget 🎉 New enhancement will especially empower our customers who sell products, services or SaaS licenses. With this feature, you'll be able to accurately manage: Quantity,…
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Webinar Q&A: Pipedrive Pulse and other highlights
Hey everyone, ☀️ Last week, we conducted the webinar Pipedrive Pulse and Other Highlights. A huge thank you to all who attended! It was great to see the excitement around the new features and updates. We received a lot of questions, and as promised, we’ve provided answers to those that went unanswered during the live Q&A.…
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New: Recurring Products (Products as Subscriptions)
Hey Pipedrivers 👋 The Recurring Products feature is being gradually released to all regions, with general availability expected by the end of April 2024. You can learn more details about this feature here. Where: The new functionality can be found in the details side panel of a product and in the interface that you use to…
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Webinar Q&A: Master Discovery Selling: Guide Prospects & Avoid Pitfalls
Hello everyone, Thank you for joining us for our recent webinar, Master Discovery Selling: Guide Prospects & Avoid Pitfalls! Your attendance and active engagement made it a fantastic session, and we’re grateful for the energy and insights you brought. For those who couldn't attend live, you can catch the full recording…
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New: An Option to Embed Pipedrive Scheduler Into Your Website
We wanted to let you know that we recently released an Embed Scheduler functionality to our users. What will you get with this release? Set up your availabilities in Pipedrive and embed the scheduler with your selected availabilities in your website so your customers can book meetings with you. Where? Embed on your website…
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Apollo.io integration for Pipedrive: speed up your prospecting
With our new marketplace integration, you can sync your leads from Apollo.io straight into Pipedrive, making it easier than ever to find and connect with new prospects. Key benefits of the Apollo-Pipedrive integration: Bi-directional sync of contact and account data, including both default and custom fields Flexibility to…
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Soon in Insights: Product revenue forecast report
To better support our customers who have subscription businesses, we are starting a release for a new report type called product revenue forecast report. The report will be available for companies on Advanced plan and onwards. The report can be found under Add new → Revenue forecast → Product revenue forecast. The new…
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New: Data cleanup - review items assigned to deactivated users
Hi Pipedrivers, A new update to your account’s usage section is out! The new data cleanup section lets you easily keep track of any existing deals, contacts or activities that might be assigned to a deactivated user at any moment. When you deactivate a user with open deals, contacts or activities assigned to them, you’ll…
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Better ways of using Pipedrive: User and permission settings
Learn about Pipedrive user and permission settings here If you’re interested in configuring user permissions in Pipedrive to manage their actions, you’re in the right place. Learn from our resident expert James Campbell how to set diverse permissions for user groups or individual users, and understand which actions can be…