Webinar Q&A: Pipedrive Product Talk: CRM innovations to unlock sales success

Dina Osman

Hello Pipedrivers! ☀️

We would like to thank everyone who attended our recent Product Talk webinar we conducted on October 17th. Your presence and active participation made the event a tremendous success.

During the webinar, we received an overwhelming number of questions, and while we tried our best to address as many as possible in real-time, regrettably, we couldn't get to all of them.

As promised, we have compiled answers to the questions that were left unanswered during the live session, and you can find them in the comments of this post. We hope these responses provide the clarity you were seeking.

We appreciate your suggestions, comments, and critiques, and we are committed to using this feedback to make our future webinars even more helpful and interesting for you.

If you missed our webinar, here is the recording for you ⬇️

https://www.youtube.com/watch?v=Sxsz8pny3pY

Have a beautiful day!

Dina Osman

• Can you mark as won and assign activity instead of create project? That would help with allocation of won deals to training coordinators
• "Hi! There is no specific control for it, but you can manually mark the deal as won and afterwards create an activity for the won deal. While creating an activity you can assign to a user inside your Pipedrive account.

• in projects - Is there a way for progress bar to move along automatically dependent on what stages/tasks have been completed.
• Hi! At the moment the overall progress bar and progress bar for each stage fills in automatically when you mark activity/task as completed, or click on ""Start next phase"" in the project's details view. Can you, please, describe a set of stepd which results in a progress bar not moving automatically?"

• Why is the xero connection no longer supported.
• Last year, Xero implemented changes that meant Pipedrive would have to review its Marketplace app pricing. After careful evaluation, we’ve decided to sunset the app and focus on alternative solutions.  We recommend Make, a no-code automation tool that also offers some ready-made templates to help you quickly link Xero and Pipedrive. Follow these steps - https://www.pipedrive.com/en/marketplace/app/xero-accounting/742ef5b5ba581013 

• Do you think it is possible that the permissions for users could be more customizable? Why do you think two profiles are enough?
• It is possible to create more permission set and customize them according to needs. Starting from Professional plan, there is the opportunity to create 2 additional custom permission sets, plus there is the opportunity to purchase extra Teams package that enables you to create even more sets.

• Also one more. Is there coming feature for activities that some people can see certain activities and some dont. We have 37 activities to choose, and its a mess
• At the moment, there are no near term plans to add visibility settings for activities. However, the activity visibility can be controlled by the visibility of the deals they are linked to. For example, if deal A has visibility to certain people in your team, then the activities linked to that deal will be visible to those same people as well. 

• Why is there not a single place to view all Documents, PDFs etc associated with a particular deal.
• Yes, there's one already - open the deal you're interested in, scroll down to History section and open the Files (or Documents if you're using SmartDocs) tab.

• Sending samples as a way for clients to test the product before moving them farther along in the pipeline. Hoping that they like using the product first before closing --from Daniel + following up with my question, I wanted to know if we are going to have any tools associated with sampling and sharing samples directly from the leads tab. 
• Hi Daniel, from the question it's hard to know what you would like to see in leads to help with this problem, but guessing you might like a way to track which samples have been sent to which leads? We have the Products feature for tracking products at the deal level, but this isn't implemented in leads. One way to track samples in leads would be through notes, activities or custom fields. If you'd like to tell us more about your requirements please reach out to support. Thanks!

• Great session guys! Is it possible to integrate customer survey feedback into a project or deal tile in a pipeline for reference purpose. Example a section in the customer profile or tile that displays the traffic light system for analyzing the customer feedback and client project status
• If that feedback is stored in a custom field, then yes, you can add that field to deal cards in Pipeline (need to be on Professional plan or higher). Note that you can use text field but not Long Text field type as this would make the deal cards too large.

• Do you think it is possible that the permissions for users could be more customizable? Why do you think two profiles are enough?
• It is possible to create more permission set and customize them according to needs. Starting from Professional plan, there is the opportunity to create 2 additional custom permission sets, plus there is the opportunity to purchase extra Teams package that enables you to create even more sets.

• Re: Linked In you told us to look in the marketplace.  Is a native integration in the future?  Perhaps with their Sales Navigator tool?  We jump back and  forth between these tools too often.
• Hi! Right now we only provide integraiotn with Linkedin Lead Gen Forms and contacts. You can find them on our Marketplace.

• We have moved from Calend.ly to Zoom Scheduler - can that be integrated with Pipedrive?
• Hi! We are not building integrations ourselves - here we rely on our technology partners to do it. At the moment you can integrate Pipedrive with Zoom Scheduler via 3rd party iPaaS solution providers like Zapier or Make.

• Any plans to add integration to Sage 50?
• Hi! We are not building integrations ourselves - here we rely on our technology partners to do it. At the moment I can see that we only have an integration with Sage100.

• When are you guys going to do a world tour to meet all customers?
• No plans for a full world tour quite yet, but we are very keen on meeting as many of our customers as we can. Please let us know where you are located so we better plan our next in-person events.

• Are you planning to give the opportunity to merge different deals in one big deal?
• We are planning merging duplicates improvements in the upcoming months, but for merging more than 2 deals into one I'd recommend to still do it one by one - this gives you better understanding and control which field contents are overwritten and which are kept.

• Is it possible to integrate LinkedIn messages to leads or persons?
• Hi! Right now there is no way to add Linkedin messages to Leads or Persons inside Pipedrive.

• Can Web Visitors be used to track what the source URL for the visit to the website was? This would be useful to determine which campaigns are performing and driving traffic.
• Yes, this is standard functionality available in the detail view of the visit in WV.

• It would be awesome to have a way to organize webforms and campaigns . 
• Unfortunately we need more context, do not know what is requested here to help :-)

• How can I filter different tags and for it to show all the results in one search? Normally it just allows me to do a filter of one tag, if I do more it doesnt show more info and not even one tag info.
• Instead of creating a filter clause "Deal label is [label A][label B]", try using "Deal label CONTAINS [label A][labelB]. This way it's not only looking for exact label matches.

• The second pebble in my shoe - keep the existing built-in dialer functionality. This is so crucial to our outbound workflow, and it works so well. Please don't make Pipedrivers add (and pay for) a third party tool, this erodes Pipedrive's promise as a true "all-in-one" sales CRM.
• We apologize for this inconvenience. Unfortunately, it became infeasible to maintain the native Caller feature, which is powered by Twilio. We also believe that the 3rd party calling tools (like Justcall and Cloudtalk) offer much more to the calling experience. Factoring everything, we had to make the difficult decision to sunset the feature by the end of 2023. 

• How about using Pipedrive as a sales time reporting tool?
• Would be great if we can get more details on this, does it mean to track how much time the sales team is spending on closing deals?

Dina Osman

• We need better management of products and profit! active Cost field and a Gross Profit field with the ability to calculate and report on deal profit
• Thanks for the feedback. This isn't currently in our short-term roadmap but we'll take this on board for future developments.

• Can anyone emphase on the "project" functions?
• Check out our Academy tutorial available here - https://learn.pipedrive.com/app/courses/53fc1c09-c43e-4aee-b3cd-c0d6be9b1e8f, with a nice deepdive on Projects functionalities 

• Will there be better spam protection for web forms?
• Currently we do not have any concrete work planned in this area. 

• Do you have a financial services cloud or financial services configuration?
• If this question is about integration with Salesforce Financial Cloud then there is no direct integration, however some marketplace partners and channel partner like https://www.performanceinsightsteam.com/  will be able to help to create the needed connection.

• Hi, I am new in PipeDrive, and I was looking for un step by step demonstration of how to use PipeDrive, but I notice that it is about general talking. Are you going to dive in hands on usage today ?
• Check out our on-demand and upcoming webinars where we deep dive on how to use specific Pipedrive features: https://www.pipedrive.com/en/webinars 

• Can you hold a cost and an RRP against a product, total units sales tracking in Pipedrive to then allow Gross Margin tracking ?
• We currently have fields to input the cost and price for a Product, but this information doesn't pull through to allow for gross margin tracking at the moment. This isn't currently in our short-term roadmap but we'll take this feedback on board for future developments.

• Are there any plans to do 1 for 1 training sessions?
• If you have an assigned Customer Success Manager, you can reach out and ask to schedule a session. If you don't have a CSM assigned, don't worry: check out our Academy - https://learn.pipedrive.com/app with product deep dives and learning material, as well as our webinars - https://www.pipedrive.com/en/webinars. Our support is also always there to help with questions and requests you might have 

• We are trying to put a template for the costing sheet and calculate the margin and revenue??Is that possible??
• There are no plans to cover this use case at this point
• Any plans for Gross Margin Management? specially when involving product reselling and third parties services costs?
• Thanks for the feedback. This isn't currently in our short-term roadmap but we'll take this on board for future developments.

• Are there any integrations or intended integrations with LinkedIn and in particular LinkedIn Sales Navigator?
• Hi! Right now we only provide integraiotn with Linkedin Lead Gen Forms and contacts. You can find them on our Marketplace.

• Pipedrive works well for businesses that have a defined beginning and end.  What happens, for example, with distribution companies that have recurring sales of a portfolio of products month after month and that are not necessarily identical from one month to the next?
• We're currently working on the ability to configure recurring products in a deal, to support recurring products and services such as subscriptions, licenses and recurring services. This may help your use case, however if your pricing can vary month to month then it's a bit more challenging. As a workaround, we have seen some customers use the Payment Schedule feature to track usage-based sales month on month.

• Are there also some plans to open up the new email feature (various) for advanced plan? Maybe just one more Email address on that Level?
• Hi, at the moment there are no plans to offer more email syncs on Advanced. However, in the future we will be improving the email experience for all plans

• Can we sync more than 2? Currently that is what I'm able to do with the Beta. I'd also like to sync two (or more) calendars!
• Thank you for your feedback regarding syncing more calendars. We don't have immediate plans yet to build this but we will explore this topic next year.

• Can pipedrive transfer the information from crm to the product website and connect to the accounts system?
• Hi! Right now we don't have a native solution for supplying an external website with the data from the CRM. You can set up a data connection via 3rd party iPaaS solutions like Zapier or Make. Depending on the particular accounting system your business uses you can either install an app from our Marketplace, or also use Zapier/Make to establish a data sync.

• Do you have a recommendation for an app that would automatically input our inquiries that come through our website? or that come through the wedding wire?
• Hi! Depending on your use case you can either use our Lead suite (Chatbot, Web forms), or 3rd party integrations like Intercom, Gravity Forms or Typeform."

Dina Osman

• Can you mark as won and assign activity instead of create project? That would help with allocation of won deals to training coordinators
• "Hi! There is no specific control for it, but you can manually mark the deal as won and afterwards create an activity for the won deal. While creating an activity you can assign to a user inside your Pipedrive account.

Alex_Optimize_Inspire

Hi guys,

Thank you very much for the Pipedrive development and the community platform to be in exchange with other Pipedrive enthusiasts. Glad to be part of it :-)

Are there any plans to add a feature like additional "custom tab bar button" within the organization-area?

Apart from the existing ones, that could be helpful to be even more flexibel in creating your interface based on your needs 🙂

Sidebar is cool, but tab-bar also would be really nice to be more flexible.

Thank you so much 🙂

Lydia

hi! Unfortunately my Questions was not answered. I wanted to ask whether it is possible in pipedrive to automatically update any changes on linkedin (eg new job title, change of organisation) via surfe? Thanks in advance for your answer!

Dina Osman

@Lydia , thank you for your question.
I spoke to Surfe, and here is the response that I hope will help answer your question.

Surfe offers a contact update feature in its Pro plan, where you’ll receive notifications in a side panel on LinkedIn. However, it still requires one click to update the entire record in Pipedrive, meaning it’s not fully automated.