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Now live: Goals in Insights 🎯 📈
In another step to make Insights fulfil its potential, we are soon starting to work on bringing Goals into Insights, which means that dashboard, reports and goals will all be brought together. We know this will make our users very happy! Why? Goals are an essential element of growth: they give a clear vision, set a sharp…
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New: eSignatures in Sales Documents for Enterprise and Professional ✍️ 📄
eSignatures in Sales Documents We’ve added eSignatures to our Sales Docs feature so you can get documents signed using Pipedrive, without needing extra software or having to print and scan copies. eSignatures is currently in Beta and during that time you can enjoy the unlimited usage of it (exclusive for Pro and Enterprise…
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December's New Apps Spotlight!
Check out 3 new apps featured in this month's App Spotlight. * CallMate - a super affordable and simple telephony solution built for small businesses and Startups. * PayKickstart - provides subscription billing, powered with revenue retention tools and a seamless customer experience, without the technical hurdles. *…
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In Case You Missed It - Pipedrive Update - December 2020
https://pipedrive.hubs.vidyard.com/watch/Eio2H7L4DeX4FsHX1Y1wmS?In case you missed it - Pipedrive has new Revenue Forecasting, OneDrive integration, E-Signatures, and we're now a unicorn! 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇵🇹 Em Português
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Live: Sales Documents + Microsoft Word/OneDrive 📄
⚠️ Update: Good news, this is now possible! 🚀 See more here. ⚠️ ****************************************** We are currently working to make it possible to use the Sales Documents feature with MS Word/Onedrive for users in the Advanced plan and higher. Not just Google Docs anymore! ❗In fact, the beta testing program is…
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Live: Microsoft Teams (MS Teams) integration 🙏🏻
⚠️ Update: Good news, this is now possible! 🚀 See more here. ⚠️ Microsoft and Pipedrive have joined forces and will soon release a new app in our Marketplace. The app will focus on sending notifications from data updates in Pipedrive to your MS Teams channels so you can share information with non-Pipedrive users. Almost…
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Email Insights are live for all users!
You can now answer questions like: 1) How many emails were sent (or received)? 2) Of all my sent emails, how many were opened (or clicked)? Simply go to Insights > Add Report > Activity > Email Performance to start creating your first Email Performance report. Customize your report as needed and then add it to your…
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Invoicing - Xero Integration ⌛️💸
08/04/2019 Create invoices from Pipedrive's Deal Detail View without having to send emails to your accountant colleagues or copy and paste data between Pipedrive and Xero With the Pipedrive–Xero integration app you can now create invoices from the deal details view without having to send emails to accountants. For…
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A new unicorn is born: Pipedrive is now part of the Vista family!
Today marks an exciting milestone for Pipedrive in its 10th anniversary year. After receiving a majority investment from leading global investment firm, Vista Equity Partners, we are proud to announce that Pipedrive has reached ‘unicorn’ status. This is a huge accomplishment considering how few unicorns there are worldwide…
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In Case You Missed It - November 2020
https://pipedrive.hubs.vidyard.com/watch/VFNqNRwLfyy85k5i2qM1W6?In case you missed it - we've got Web Visitor tracking, expansion in Taiwan, and better reporting for your Products. You can now see which products are selling more than others - and who is selling each product more efficiently. Read more about it here: 🇬🇧 In…
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Scheduler 2.0 is here! ✏️📒
05/02/2019 Scheduler helps to book meetings with your customers more efficiently by cutting out the unnecessary back-and-forth from the process. It’s accommodated exactly where users need it in their workflows, and it allows to propose times to customers with confidence by taking care of the double bookings on the fly.…
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New: Hovercards in the New Navigation! 🧭
Available to all users in all plans who are already using the New Navigation: * Hover over a Deal/ Person/ Organisation/ Owner and see details and take actions, without leaving your List or Detail view. * In case you want to change the stage of a deal, get contact information, or know the owner of a deal, all that can be…
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Insights 🔍
09/01/2020 What is "Insights"? Insights are the new (and the only in the future) reporting feature in Pipedrive which combines Dashboards and Reports into one. Later, the Goals feature will also be moved under the Insights. Why? Reporting is an essential part of the growth for sales managers and also for sales reps. It's…
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Insights improvement: columns can now be added and removed
You can now add/remove columns within the Insights table under any chart (column, bar, pie, scorecard) or directly in the table view (all changes will be reflected in the table under the chart as well). How do you do that? * Click the cogwheel icon like in a list view * Tick/untick the boxes to add/remove your desired…
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Now live: account lockdown after too many failed login attempts 🔒
🎉 UPDATE: This feature is now live, see more here. ------------------------------------- How will it work? The account is locked if a wrong password is entered a certain number of times during a certain time period. Why? To make the Pipedrive login process even more secure in regards to external threats. For whom? This…
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New: Account lockdown after too many failed login attempts🔒⛔
Why? To make the Pipedrive's login process even more secure in regards to external threats. For whom? This feature is available for all plans and should be rolled out to all users by the end of this week. How does it work? * 3 consecutive failed login attempts (wrong email+password combination) * Your account locked for 24…
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October's New Apps Spotlight!
Check out 4 new apps featured in this month's App Spotlight. * Converso - helps you get paid faster by sending messages and payment requests via text, making it easy to “chat and checkout” on a mobile phone * Sherlock - help you to understand the engagement of the users and accounts using your product. * Target Robot -…
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It's live: Converting your website visitors into leads
UPDATE - it's live 🚀 https://support.pipedrive.com/hc/en-us/articles/360002296018-Web-Visitors-feature ---- Figuring out who visited your website is difficult because only a fraction of visitors leave their contact details. This means a lot of lost opportunities, because those visitors were already somewhat interested in…
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Planned: New Navigation - Contextual View in Activity Lists 📆
Stay focused on your targets, and power through your activities! While working with your activities, bring extra information from Deals, Persons or Organisations, review history and take actions, all without leaving your activity list. On top of that, when done with one activity, go to the next one right away with the…
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LeadBooster is now a 4-in-1 lead generation toolset with access to 400 million leads! 🧰 Capture high
A steady flow of leads is critical. This is why we’re excited to unveil our upgraded LeadBooster add-on! https://pipedrive.hubs.vidyard.com/watch/EHgW7BvyFELjuLPhXdWBysIncluded: * Prospector Pluck your next new lead from a global database of 400 million profiles and 10 million companies * Chatbot Your tireless team member…
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Pipedrive Appoints Michael Schrezenmaier as COO to Implement New Company Vision
Read more about our new COO via the following link. New York - 14 October 2020 -Pipedrive, the leading CRM platform for sales teams, today announced the appointment of Michael Schrezenmaier as a COO and the newest member of the executive team. He brings a wealth of experience to the company’s global Sales, Marketing,…
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Zoom Video Conferencing is here! 📽️
You’ve been asking for it, we’ve been working full-steam to bring it to you, and now it’s finally here! And we all know we’ve all been using Zoom more than ever, right? The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests, and log Zoom calls without ever leaving the Pipedrive app.…
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New: Seamless web tracking is here! 👨💻 🔍
Do you want to reveal which already-interested companies are browsing your website? With our new Web Visitors add-on, you can see their names, how they found you and what they engaged with. All that’s left is to reach out with a personalized pitch. https://pipedrive.hubs.vidyard.com/watch/aM2jadxhf7qCLz8Ej4UV4GP.S. While…
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Pipedrive launches localized product in Chinese in Taiwan 🇹🇼
Pipedrive is taking a leap forward in its Asian expansion strategy by launching its product in Chinese, initially focusing on Taiwan. Arho Anttila, Pipedrive’s General Manager for Asia and Africa sees great potential for cloud-based CRM market growth in Taiwan, with its highly developed tech scene and remarkable internet…
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Insights Dashboard: quick filters now available for all users 📊
You can now filter your entire dashboard by different time periods and/or users (including teams). Changes will be applied across all reports in a chosen dashboard. How does it work? * Live for everyone, in all plans * Applied changes are saved to the dashboard * User can remove the quick filter and then reports get to its…
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In Case You Missed It - Pipedrive Update - October 2020
https://pipedrive.hubs.vidyard.com/watch/DSJSZh1ZHRYQrGwnsYQabC?This month we've got updates that affect ALL of our pricing plans + new improvements made to the LeadBooster add-on including the Prospector - a tool that will allow you to specify your company's or product's specific demographic, and acquire outbound leads.
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New country channels: China and Slovakia! 🇨🇳 🇸🇰
Our list of country-dedicated channels in the Community keeps growing and the newest additions are... * Pipedrive China/中国 * Pipedrive Slovakia/Slovensko Join as many country channels as you like: * whether because you’re based there * do business there * are interested in getting to know that market and make connections…
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September's New Apps Spotlight!
Check out 5 new apps featured in this month's App Spotlight. * Enlyft - helps B2B Sales & Marketing teams find and engage the companies most likely to buy their solutions through AI & deep account intelligence data. * Glances - unifies your apps in a simplified, easy-to-use customer view that provides real-time data from…
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🏆Pipedrive named the Best Overall CRM Solution in 2020 MarTech Breakthrough Awards🏆
Pipedrive was lucky enough to receive the award from MarTech Breakthrough, an independent organization that recognizes the top companies, technologies, and products in the global marketing technology industry today. The MarTech Breakthrough Awards honor excellence and recognize the innovation, hard work and success in a…
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It's live: Zoom integration
UPDATE - it's live 🚀 https://support.pipedrive.com/hc/en-us/articles/360008910817-Pipedrive-Integration-Zoom-Meetings-BETA- --- One of our internal teams has started to work on an integration with Zoom. During our mission to deliver this integration app to our Marketplace we hope to deliver to options to: * Schedule a…