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

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

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.

Boris Tsibelman

Great Article, Amit!

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

Boris Tsibelman said:

Great Article, Amit!

Thank you, Boris.

Daniel Axelbaum

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 - Pipedrive Consultant - AmitSarda.xyz

Daniel Axelbaum said:

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

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