Sales Playbook

Iggy Foo
Iggy Foo Member Posts: 1 VERIFIED MEMBER
Photogenic
edited August 2022 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

  • Mike William
    Mike William Member Posts: 4 VERIFIED MEMBER
    Name Dropper Photogenic First Comment
    #2

    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: 1,320 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #3

    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 🙂

  • Mike William
    Mike William Member Posts: 4 VERIFIED MEMBER
    Name Dropper Photogenic First Comment
    #4

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

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,320 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #5

    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.

  • Mike William
    Mike William Member Posts: 4 VERIFIED MEMBER
    Name Dropper Photogenic First Comment
    #6

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

  • Bob TFE
    Bob TFE Member Posts: 1 VERIFIED MEMBER
    First Comment
    #7

    A year has passed and also we are interested. I'm using Hubspot at a different organization and it would be good add-on to pipedrive.

  • Rogier van Wagtendonk
    Rogier van Wagtendonk Member Posts: 9 VERIFIED MEMBER
    Third Anniversary 10 Comments Name Dropper Photogenic
    #8

    Currently, we are using ClickUp for the hosting of our playbooks. It works great, but yes, it would be even better if it's integrated into Pipedrive.


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