Using PipeDrive in Partner focused Organization

Tom Newton

I have recently jumped in and am helping a company that has been in business for several years but focused on direct sales, pivot to indirect by using Partners and Referral Agents. They have Pipeline set up as a way to collect leads and monitor the sales process. I am looking into how to best use Pipedrive for Partners.  Attribution of deals, reporting, are the biggies.  Are there videos or tutorials  that show me best practices around set up and running Partners on Pipedrive?ThanksTom

Francine Séguín

Hello Tom

Here is a webinar for Thursday. You might be able to get more information or see more videos.

 

https://pipedrive.hubs.vidyard.com/watch/czTATJe4f7RdYSUbxiUotw

Michael Karas

Hey @Tom Newton , it would be great to jump on a call and discuss possible ways of setting up Pipedrive for vendors purposes. Please schedule it here https://calendly.com/picksaas/crm-consultation

Kate Pintor_6625

Michael Karas said:

Hey @Tom Newton , it would be great to jump on a call and discuss possible ways of setting up Pipedrive for vendors purposes. Please schedule it here https://calendly.com/picksaas/crm-consultation

booked a call - thanks

jcdumas

Hey Tom, very interested in the subject as we are running direct and indirect sales strategies using Pipedrive.

At the moment looking at the related organization option but keen to know if there is a better way of doing this.

cheers

JC - Altospam