organised chaos? - help

Darren Skeats_3064
edited July 24 in Sales CRM #1

hello all, as of recently I thought i was very organised with my pipelines and deals but it has dawned on me im completely overrun with my deal section. i need to get organised.

Does anyone have any suggestions on the way they organise huge amounts of data and deals coming in?

 

how i work is when cold calling businesses - I pass the business card to my PA who uploads a new deal in a pipeline along with a follow-up but i now have so many Id like to follow up with the automatically until i get a response instead of manually chasing 200+ people day to day 

 

I also have different pipeline for email campaigns but due to the number of deals i cant multisend 100+ emails even trying to cut it down within the limit if i have over 100 in one pipeline section i cant find a way to send them

 

any suggestions welcome, thanks in advance

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Comments

  • Josh Rugg
    Josh Rugg Posts: 13
    edited February 24 #2

    What are you using as an email responder/email campaign manager? I think offloading the multiple pipelines in PD might be a start. If you have something like a mailchimp (just for example) you can create your separate email pipelines, i.e. campaigns in there. 

    I would suggest creating one pipeline for the full sales cycle, not the campaign strategy. Having multiple pipelines sounds deleterious to you data long term. Depending on the email campaign software you have, you then can create a number of automations through PD to help manage activities. 

    I have three separate pipelines, but they are delineated by the different kinds of business prospects that I pursue, not the campaign strategy I am employing. So, their stage progression and the metrics that I collect on our effectiveness are virtually identical. When I compare the different markets I serve, I want to have an apples to apples reporting, so I can troubleshoot issues and make adjustments to strategy. I have mailchimp, which has an integration with PD, but there are a number of partners in the "Marketplace" that have what appear to me much better, more functional integrations, and lots of automations that you can create. I would do some demos with these vendors to figure out if they can offer you a solution to cut down on those pipelines. I know that too many Pipelines would drive me bonkers.  Hope that helps

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited February 24 #3

    @Darren Skeats are these contacts thate get added to the pipeline Opt-in? Meaning they have agreed to receive followup messages? If they are opt-in, meaning they've agreed to receive followup email comunication then an email marketing automation platform like mailigen.com would be handy with it's native Pipedrive integration, if they've not opted in for marketing, then a cold email sequences would be needed. Currently https://www.klenty.com/email-cadences offeres a solution with decent Pipedrive integration.

    Are you sending group mail to 100 emails? 
    If so the limitation is made to somwhat protect your own email reputation. Sending more will lower your sender reputation. 

    Also, have you tried the new Leads module to manage leadsinbox more effectively? https://www.pipedrive.com/en/features/manage-leads-deals

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #4

    @Darren Skeats I'd also suggest to start auto sending emails to new deals in your Pipeline. Learn here how to do it: https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/workflow-automation-send-emails-automatically

    This way you can already filter out deals to lost if there's a negative response or no responses after a while, or drag them to the next stage with a positive response.

    You can set up customized and personalised email templates so every email is although automatically send personalized: https://www.pipedrive.com/en/academy/courses/automate-manual-work-and-save-time/chapters/email-templates

  • Darren Skeats_3064
    edited April 2021 #5
    Josh Rugg said:

    What are you using as an email responder/email campaign manager? I think offloading the multiple pipelines in PD might be a start. If you have something like a mailchimp (just for example) you can create your separate email pipelines, i.e. campaigns in there. 

    I would suggest creating one pipeline for the full sales cycle, not the campaign strategy. Having multiple pipelines sounds deleterious to you data long term. Depending on the email campaign software you have, you then can create a number of automations through PD to help manage activities. 

    I have three separate pipelines, but they are delineated by the different kinds of business prospects that I pursue, not the campaign strategy I am employing. So, their stage progression and the metrics that I collect on our effectiveness are virtually identical. When I compare the different markets I serve, I want to have an apples to apples reporting, so I can troubleshoot issues and make adjustments to strategy. I have mailchimp, which has an integration with PD, but there are a number of partners in the "Marketplace" that have what appear to me much better, more functional integrations, and lots of automations that you can create. I would do some demos with these vendors to figure out if they can offer you a solution to cut down on those pipelines. I know that too many Pipelines would drive me bonkers.  Hope that helps

    appreciate your response on this I think thats something I will look to do. I use pipedrive to send out mass emails to Customers depending on where the lead come fropm EG my teleappointment team. Perhaps im over complicating this.

     

    I will look to see if a mail campain as a third party can help with the automation instead of running the campains in pipedrive manually

     

     

    much appreciated

  • Darren Skeats_3064
    edited April 2021 #6

    @Darren Skeats are these contacts thate get added to the pipeline Opt-in? Meaning they have agreed to receive followup messages? If they are opt-in, meaning they've agreed to receive followup email comunication then an email marketing automation platform like mailigen.com would be handy with it's native Pipedrive integration, if they've not opted in for marketing, then a cold email sequences would be needed. Currently https://www.klenty.com/email-cadences offeres a solution with decent Pipedrive integration.

    Are you sending group mail to 100 emails? 
    If so the limitation is made to somwhat protect your own email reputation. Sending more will lower your sender reputation. 

    Also, have you tried the new Leads module to manage leadsinbox more effectively? https://www.pipedrive.com/en/features/manage-leads-deals

     

    Hi Janis 

    So I have a mixture of leads.

    1 being from local face to face cold calling - where I am asked to send an email and followup to get further into the sales process EG booking a face to face meeting at a more convenient time or scheduling a call

     

    second - My tele appointers from my company book a face to face meeting which I will attend and need to followup ETC - sometimes these fall stagnant and would then need to go into an email campain

     

    third is cold - So I buy the data from a data company and will email market them through pipedrive 100 group emailing - this will email them my selected templates through my work email.