Sales Playbook

Iggy Foo
Iggy Foo Posts: 1
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edited August 11 in Ideas and Product Feedback #1

Hi community,

Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive?

Context:

My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in Pipedrive. Would love to hear verteran sales users of Pipedrive share their thoughts.

Like best practices, best integrations, best apps to get from Marketplace to enhance the Sales cycle of a user in Pipedrive.

😊




Thanks so much!

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Comments

  • Hi! I am also transitioning from HubSpot to Pipedrive and I'm looking for a function that's similar to a playbook.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 611 COMMUNITY MANAGER
    100 Comments 25 Likes 5 Answers Community Manager

    Hi @Iggy Foo , this is a really interesting idea! I'm moving your thread to the Ideas & Feedback section so other users that feel the same way can upvote it for even more visibility. In the meantime, I have passed it on internally to evaluate how our team can make this happen 🙂

  • Hi, @Manuel Oliveira ! How is the progress of this? Was this considered as a possible feature?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 611 COMMUNITY MANAGER
    100 Comments 25 Likes 5 Answers Community Manager

    Hi @Mike William, I can confirm the feedback has been received, but it is not a feature in the plans for the near future at least. We closely follow all feedback posted and how common a type of request is, so this may change the more popular this request becomes.

  • Ahh a shame. Hopefully this gets more traction. Thanks, @Manuel Oliveira !