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

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
edited July 27 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 Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    Great Article, Amit!

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited May 2020 #3

    Great Article, Amit!

    Thank you, Boris. :)

  • Daniel Axelbaum
    Daniel Axelbaum Posts: 30
    10 Comments Second Anniversary Photogenic
    edited February 24 #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 - Pipedrive Consultant - AmitSarda.xyz
    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
    edited April 29 #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