My experience in setting up a robust system for salespeople using Pipedrive

Amit Sarda (AmitSarda.xyz)
Amit Sarda (AmitSarda.xyz) Member Posts: 1,482 CONSULTANT
First Answer 5 Insightfuls 5 Up Votes First Anniversary
edited July 2022 in Business Talk #1

I have been meaning to write about this topic for a while. It is about setting up a 'minimum viable system' for setting up Pipedrive for success for salespeople. IMHO, it both necessary and sufficient to get cracking. 

https://medium.com/amitsarda/pipedrive-setup-configure-an-efficient-sales-system-and-process-e9caf047964d

Appreciate your thoughts and feedback.

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited February 2022 #2

    Great Article, Amit!

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,482 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited May 2020 #3

    Great Article, Amit!

    Thank you, Boris. :)

  • Daniel Axelbaum
    Daniel Axelbaum Member Posts: 33
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    edited February 2022 #4

    Amit I really appreciate this article.  I am new to using Pipedrive and sales.  I really love it so far but have not been scheduling new activities after I complete one.  Now I see this is very important.  Thank you very much.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,482 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited May 2020 #5

    Amit I really appreciate this article.  I am new to using Pipedrive and sales.  I really love it so far but have not been scheduling new activities after I complete one.  Now I see this is very important.  Thank you very much.

    I sat down for 3+ hours last night (Sunday!!) to write this article.

    I now know at least one person who has benefited from this. 

    I will count this as a win, and a Sunday well spent. :)

    Really appreciate you mentioning that it helped you. :)

  • Hossein Mohsenian_3938
    Hossein Mohsenian_3938 Member Posts: 18
    First Comment
    edited April 2022 #6

    Hi Amit ,

    Can anyone name few portal or app which comply with the followings?

    1. Integrated with Pipedrive
    2. Integrated with Xero
    3. It can support different commission level (range 1 - 100K, 5% AND range 100,001and above 10%)
    4. Simple and nice dashboard

    You can email me at [email protected]

    Thank you,

    Hossein