📺 Webinar Replay! - Pipedrive Product Talk - 2023 🤩 

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James Campbell
James Campbell Member Posts: 41
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edited March 2023 in What's New #1

Click here to see the replay of our 2023 Product Talk

Watch our replay of today's session, where we’re focusing on what makes Pipedrive great, and discover more about the exciting road ahead of us here at Pipedrive.

  • Find out more about our product evolution 📈
  • Get an exclusive preview of our 2023 roadmap 📅
  • Live Q&A with today's participants 🎤

Ask your own questions in this community thread and we'll follow up promptly!

Thank you for helping us make Pipedrive a better CRM for everyone!

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  • Iain Ashley
    Iain Ashley Member Posts: 9
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    Nice Update!

    Deal grouping is very exciting for us as we manage multiple deals within a single opportunity and link these back to our ERP. Could you please go into more detail on how the deal grouping will work? I am particularly interested if and how it will be available to the API.


    Thanks

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,142 COMMUNITY MANAGER
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    edited January 2023 #4
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    Hi @Matěj Kříž , thank you for all your feedback and examples provided. There's no doubt you point out some important topics I'll be happy to share more details about:

    • Multiple tags / multiple people per deal / multiple companies per person: while we cannot promise X feature by Y date, there is a lot of feedback we have collected on those particular features, some of which you saw and contributed to. And we appreciate this continued feedback from users such as yourself with their own use cases since we conduct research on the most commonly received feedback. We are already investigating these, and I can say that the more popular a request is, the more likely it will be made into a feature.
    • Go back to the roots, to the basics: without prejudice to some new initiatives being researched, I can say there is a big push this year (2023) to build upon existing core features. Our direction was already mentioned in the webinar, and we will reveal more as soon as we can. Keep an eye out for the What's New section in the community 🔎
    • What's planned: that section existed before here in the community, which is now remodeled into the What's New section (about to release or already available) and Research and Beta Testing (being investigated or beta-tested but not yet available). It is not always possible to reveal in advance all the things we hope to create for our users. But as they become more concrete, and come closer to testing and/or release, we will aim to do so 🚀
  • Christian Ayala
    Christian Ayala Member Posts: 62
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    Good info from all parties. Agree with all points.

  • Matěj Kříž
    Matěj Kříž Member Posts: 105
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    edited January 2023 #6
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    Hi @Manuel Oliveira thank you for your feedback.

    Popularity of a requests

    You wrote:

    I can say that the more popular a request is, the more likely it will be made into a feature.

    • How is it rated?
    • When a request comes via chat, email, or phone, do you refer the customer to here - the Community to start the request, or to vote for the already exiting one?
    • Is it possible to pay, or to financially support and influence the development of some features that are essential for us?
    • Is it possible to display requests by popularity somehow?
    • How can the Community influence it? UP VOTES here? Some other way? If UP VOTES here: could be UP VOTES restored from previous Community version before migrating. Now we are start voting from scratch.
    • Any plans how to fix very common problem here i.e. merge DUPLICATES on Ideas and requests here? (like on https://stackoverflow.com/)

    Core features

    Customer Relationship Management (CRM). It is not only about our relationship with the customer, but it is also about the relationships of customers (contacts) with each other. That's not what I made up, that's how life goes. This is an important feature! So all that features related to multiple people per deal / multiple companies per person are real roots of CRM. Not email (do you want to do a second Gmail?), not campaigns (do you want to make another MailChimp?), not Insights (another Google Data Studio or even Microsoft Power BI) ..

    • Are these core features for CRM? Tracking a person in Pipedrive which moved to another company (former employee of company XY)? Keep record in Pipedrive that person is a consultant for YZ, he found Companies AA, BB, CC, he is an Business Angel for WW?

    Thank you @Manuel Oliveira or other Pipedrive crew member in advance for your reply.

    And to say something positive at the end: Your Automation is a truly unique hi-tech effort. Hats off to you. 👏

  • Marco Govoni
    Marco Govoni Member Posts: 150
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    Multiple email sync, shared email and folder&label (!!!) are welcome!! I hope to test as soon as possible, thanks.

  • Marco Govoni
    Marco Govoni Member Posts: 150
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    @James Campbell and adding Telegram as integrated channel..?

  • Christian Ayala
    Christian Ayala Member Posts: 62
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    @Manuel Oliveira Will Omni-channel inbox finally bring native SMS or a deeper third part integration to Pipedrive? SMS is a must in modern-day B2C sales, and the current integrations are disappointing.

  • Randall Pena
    Randall Pena Member Posts: 30
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    edited January 2023 #10
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    Any rough estimate as to when the Sales Sequence feature will be released? This is a pretty basic feature that most CRM have for years already.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,142 COMMUNITY MANAGER
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    Hi @Matěj Kříž regarding product feedback: in the previous community format (before August 2022) it was not possible to upvote feedback but only to react with a Like reaction. Now you can both upvote and leave a comment on existing feedback via the Ideas and Product Feedback section. In this section, you can sort feedback according to how recent it is, and top feedback by number of upvotes or recent views.

    🔎 If you have feedback and would like to check if another user has mentioned it before in the community, you can use the search bar to look for similar words across different categories. For example, if you search for "pipeline custom fields", you will be shown active feedback posts on this topic by other users

    📝 Upvotes are not the only measure, the teams also look at comments to understand users' needs. When upvoting or posting feedback, do not hesitate to share your need or use case! That will be very valuable to our developers.

    It is not possible to financially support the internal development of a Pipedrive feature I'm afraid. There are a lot of features that are not built in but can be found as part of the Pipedrive ecosystem, via the Marketplace. You can also choose to develop custom solutions using our API to match specific needs, or even hire Pipedrive partners who provide this service.

    We are also working to merge duplicate community feedback. It is a gradual effort, but over time you will see fewer feedback conversations as a result of posts being brought together under the same topics.

  • Matěj Kříž
    Matěj Kříž Member Posts: 105
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    Hi @Manuel Oliveira regarding to product feedback: OK. So before Community forum migration there where no UP VOTES but only LIKES. 🤗 So could you please transfer the previous LIKES to current UP VOTES?

    This thread for example has 3 UP VOTES but seem that it should have a may be hundreds:

    It seems like you made a RESET of community's voice with that migration in August 2022. Liking/voting started from the beginning.

    Sorting in the Ideas and Product Feedback section therefore does not meet the real long-term needs of the community so it's therefore irrelevant and useless.

    🔎 Thank you for your lesson how to use the search in online forum.

    📝 So far, Pipedrive haven't convinced me much that you really value the feedback of the community. Community ideas LIKES from previous years are probably lost. An some popular ideas wasn't implemented for years.

    Marketplace, API, Pipedrive partners:

    I don't know if anything of that you've mentioned could solve:

    • multiple tags/labes per person, company, leads/deals, projects
    • one person in multiple companies
    • etc

    And it would be paying for features that are from not only my point of view essential for a CRM.

    Thank you for your feedback in advance.

  • Graham Cox
    Graham Cox Member Posts: 157
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    Hi Pipedrive,

    Thanks for the video update and great news that per pipeline customised fields is coming up. Can you confirm if that's a first half of 2023 release please?

    Field formulas is a great update too, thanks.

    Also will SMS messages be available in the combined inbox? I'm currently using Aircall for SMS but it doesn't push the SMS messages into pipedrive deals like it does with the calls. Would be great if there was some sort of SMS solution even if doesn't involve Aircall.

    Best wishes, Graham

  • Graham Cox
    Graham Cox Member Posts: 157
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    I just want to say I completely understand Matej's frustration and annoyance regarding the complete absence of absolutely essential features, and the ignoring (for years) repeated requests to implement said features that are a given in competing CRMs.

    There seems to be a disconnect, where you hear but just don't listen. What's particularly galling from a user standpoint, is our community posts complaining go largely unresponded to. I'm expecting this one to be ignored also.

    And I appreciate that eventually you do implement these features but often years down the line. I mean, per pipeline customised fields, come on, this is an essential feature that should have been implemented years ago.

    Rant over. I wouldn't bother if I didn't like PD enough to care.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,142 COMMUNITY MANAGER
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    Hi everyone, I thank you all for your valuable input and feedback. It is no doubt important to learn more about your take and expectations not only of this community but also Pipedrive as the CRM you know and love. We are working on improvements on both of these things, and your participation is fundamental.

    Particular to the latest Product Talk session, many questions were asked that the hosts did not have the time to answer live during the webinar. We are gathering answers for those with our product teams, and hope to reveal them soon here. Stay tuned! 📝

  • Upwwward
    Upwwward Member Posts: 16
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    For a quick win: please just allow us to put our logo on the Scheduler page! 🙏

    (Even if a re-make will not hurt...)

  • Graham Cox
    Graham Cox Member Posts: 157
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    Thanks for replying Manuel, I appreciate it.

    If PD could improve their communication and respond to complaints and feature requests, it would help enormously. Too often I feel like I'm not being listened to because of a lack of response to these community posts.

  • Randall Pena
    Randall Pena Member Posts: 30
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    edited February 2023 #18
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    I feel ignored. I've been asking and waiting for this feature for more than half a decade. I've been a user since 2016. Time is super valuable and it's frustrating we have to wait that long. Can you imagine having to wait that long? Other CRM have been light years ahead in terms of sales automation and marketing automation? The only thing that's been holding me up from jumping ship is the pain of migrating data.

    I've always been polite and patient. But I don't know, I'm probably fed up waiting and duct taping things.

    So please. May I get a reply on this so I know how long I still have to wait.

  • Randall Pena
    Randall Pena Member Posts: 30
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    Thank you! I just got an email from info@pipedrive.com.

  • Matěj Kříž
    Matěj Kříž Member Posts: 105
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    @Randall Pena you wrote:

    Thank you! I just got an email from info@pipedrive.com.

    And will you share the content of the email with the community? Or is that a secret? I suspect it'll be something interesting...

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,142 COMMUNITY MANAGER
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    Hi @Randall Pena; thank you for your feedback! It was a happy coincidence that we had our latest newsletter with the answer to yours and many other users' question ready to go on the day you placed your question.

  • Randall Pena
    Randall Pena Member Posts: 30
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    edited March 2023 #22
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    @Manuel Oliveira for the email sequence, is there a way to automatically send an email as a reply to the previous email? This way there is context as to what we are following up on. The client/prospect will be able to read the email thread.

    If there is no way, is this something that's already in your pipeline of features/improvement?

    Also will Pipedrive implement the ability to call webhooks as part of the actions in your automation?

    Thanks


  • Graham Cox
    Graham Cox Member Posts: 157
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    Hi Manuel,

    Any news on the additional answers you said you were gathering from your team?

    This is the sort of thing I was talking about. We complain, PD eventually respond, then tumbleweed.

    Kind regards,

    Graham

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,142 COMMUNITY MANAGER
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    Hi @Graham Cox_55849 , we have shared the extended Q&A for the Product Talk 2023 webinar. Have a look here.

  • Graham Cox
    Graham Cox Member Posts: 157
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    Thanks Manuel, just checked it out.

  • Amit Sarda (AmitSarda.xyz)
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    Adding my summary from the talk here too:

    My key takeaways from this are to keep recommending clients to:

    Best,

    Amit Sarda

    Resources: Pipedrive Training Videos | Buy Automation Workflows

    Contact: Book a Call | WhatsApp | Email | Website

This discussion has been closed.