Tell us what functionality is most important in our new project management area 🏗

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Mike van der Valk
Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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edited July 2023 in Sales CRM #1

 As most of you know we're currently developing a new project management area in Pipedrive mainly focussed on continuing the tracking of your tasks, projects and delivery after your sales deal is closed.

To be able to better understand the priority of certain functionality in our upcoming project management solution I'd like to ask you to fill in this ~5 minute survey. This will help us understand the order of importance our customers see in certain functionality.

Thanks again for all your help and have a great day!

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  • BaptisteBLC
    BaptisteBLC Member Posts: 247
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    edited February 2022 #2
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    Hello,

    Je viens de répondre au sondage.

    Nous sommes très excités par cette nouvelle fonctionnalité chez BLC.
    (Pour nous ET pour nos clients)

    Nous avons été obligé de créer un scénario très compliqué dans integromat pour pouvoir suivre nos projets.
    Alors que nous avons des besoins super simples.

    Avez-vous une date pour la première beta ?

     

    image
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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    edited November 2021 #3
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    Baptiste said:

    Hello,

    Je viens de répondre au sondage.

    Nous sommes très excités par cette nouvelle fonctionnalité chez BLC.
    (Pour nous ET pour nos clients)

    Nous avons été obligé de créer un scénario très compliqué dans integromat pour pouvoir suivre nos projets.
    Alors que nous avons des besoins super simples.

    Avez-vous une date pour la première beta ?

     

    image

    Hi @Baptiste 

    Thank for your comments. We probably won't solve all third party / automation solutions from day one but our end goal is for you to do everything in Pipedrive and have this of course automated.

    Our really first "hidden" test is aimed for around the end of the year. We'll be communicating it in this community channel as well so stay tuned!

  • Kyle Neuenschwander
    Kyle Neuenschwander Member Posts: 10
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    edited February 2022 #4
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    One thing that I didn't see mentioned here was the nature of the relationship between Projects and Deals. We operate under a SAAS model, and we use PD extensively to manage existing accounts long term; projects may be necessary to get a sale closed, happen upon initial customer onboarding, or occur months or years later in the lifetime of the account. Without this consideration, the Project Management feature could be of vanishing utility to us.
    Additionally, projects may be specific to individual accounts (Deals), such as a custom product build, or be relevant to multiple, such as tracking a highly-anticipated upcoming feature release. The ability to have projects directly connected to one or more deals would be monumental to us.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
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    edited October 2021 #5
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    Kyle Neuenschwander said:

    One thing that I didn't see mentioned here was the nature of the relationship between Projects and Deals. We operate under a SAAS model, and we use PD extensively to manage existing accounts long term; projects may be necessary to get a sale closed, happen upon initial customer onboarding, or occur months or years later in the lifetime of the account. Without this consideration, the Project Management feature could be of vanishing utility to us.
    Additionally, projects may be specific to individual accounts (Deals), such as a custom product build, or be relevant to multiple, such as tracking a highly-anticipated upcoming feature release. The ability to have projects directly connected to one or more deals would be monumental to us.

    Hi @Kyle Neuenschwander 

    It will be possible to link a project to one deal from the start. Multiple deal linking is something we've heard before and is on the wish list for the future iterations :) 

    Thanks for sharing!

  • Michael Fleury_11023
    Michael Fleury_11023 Member Posts: 10
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    edited October 2021 #6
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    Done!

    Thank you for your innovative work.

    Our clients and our collective are very interested in project management functions in Pipedrive or with better integration of Asana or ClickUp (there is a lot to do in this area).

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