How do you track your competitors in Pipedrive?

Jenn Anderson-Logas
edited July 20 in Sales CRM #1

We've created an organization for one but before we fully go down this road, we're wondering if there might be a better approach?

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited August 2021 #2

    What do you mean by tracking competitors?

  • Michael Barshinger
    edited February 25 #3

    She's asking if anyone uses Pipedrive to track insights about their competitors.  For example, when pitching to lead, if you gain some insight about a competitor you keep running into, do you log this information into Pipedrive in some way where you can easily pull it up the next time you to a lead who is using that competitor's product.  She's asking if anyone has come up with a way to pull up all the insights about a competitor across all deals.

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited August 2021 #4

    She's asking if anyone uses Pipedrive to track insights about their competitors.  For example, when pitching to lead, if you gain some insight about a competitor you keep running into, do you log this information into Pipedrive in some way where you can easily pull it up the next time you to a lead who is using that competitor's product.  She's asking if anyone has come up with a way to pull up all the insights about a competitor across all deals.

    You could create a custom field with competitor names, etc. If you make this a single option field, you will be able to use it in Insights.

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited August 2021 #5

    Potentially make a Pipeline and create deals for each competitor.

    Then use stages to track different milestones each competitor reaches.