Hi Folks, Is there any Jewellers that use Pipedrive and would give me some tips and advice on how t

Trust & Co.
Trust & Co. Member Posts: 2 VERIFIED MEMBER
edited January 2022 in Sales CRM #1

 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    Hi Metin,

     

    What are you looking to track within Pipedrive? 

  • Trust & Co.
    Trust & Co. Member Posts: 2 VERIFIED MEMBER
    edited September 2021 #3
    Boris Tsibelman said:

    Hi Metin,

     

    What are you looking to track within Pipedrive? 

    Hi Boris 

    Thank you for your response - and sorry for my late reply, I was away.

    I would like to track 

    • Repairs, Job Bags,   Special orders by creating a section?

    • Take direct pictures of what they've bought 

    • Order form/filling, printing to give to the client/

    • Printing Receipts, Orders  - for Repairs

    • Keep track of their clients’ database

    • Anniversary, Birthday reminder.

    • Creating a wishlist

    • Previous purchases follow - like An item they've had bought before- like can I type "Emerald" will it list the clients who bought Emeralds?

     

    Are you in the Jewellery business ?

     

    Many thanks

     

    Metin

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