[CLOSED] Sales calls & contact management: Looking to speak with customers for research

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Helena Parmask
Helena Parmask Pipedrive Team Posts: 7 PIPEDRIVE TEAM
First Anniversary Photogenic Pipedrive Team
edited July 2022 in Sales CRM #1

EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) 

 

Hello, members of the Pipedrive community!

  • Do you make sales calls on the go?
  • Do you find it a tad difficult to make sure that all the necessary information about your contacts is updated?
  • Do you sometimes find yourself lost in the contacts, even though you have some systems in place?

If yes – then we would like to have a chat with you to understand how you work and what is currently missing for you.

If you are interested in having a chat with us, then please book a time here.

Looking forward to speaking with you! 

Helena

Comments

  • David_Zisner
    David_Zisner Member Posts: 29
    First Anniversary 5 Up Votes First Comment Photogenic
    edited July 2022 #2
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    Booked :-)

  • Stanford Rusike
    Stanford Rusike Member Posts: 3
    Photogenic
    edited July 2022 #3
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    Hi .. The 1 major major thing missing for us is the ability to update Leads on the PipeDrive App. You can only update Deals currently. If you fix that then all our sales guys here would have a great time! 

  • Roan Graas
    Roan Graas Member Posts: 3
    edited July 2022 #4
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    Hi Helena,

    Are there any more possibilities for an appointment ? no times available in your scheduler. 

  • Tom R
    Tom R Member Posts: 2
    Photogenic
    edited July 2022 #5
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    Hi Helena,
    There are no available time slots.

  • Helena Parmask
    Helena Parmask Pipedrive Team Posts: 7 PIPEDRIVE TEAM
    First Anniversary Photogenic Pipedrive Team
    edited July 2022 #6
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    Tom R said:

    Hi Helena,
    There are no available time slots.

    Hi @Tom R – thanks for your interest in participating in the interview. The interview slots filled up very quickly, so we have now closed the signup form. If you'd like to share any specific thoughts on the topic, then please post in this thread and we'll be happy to thare the information with our product team. Thank you!

  • Helena Parmask
    Helena Parmask Pipedrive Team Posts: 7 PIPEDRIVE TEAM
    First Anniversary Photogenic Pipedrive Team
    edited July 2022 #7
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    Hi Helena,

    Are there any more possibilities for an appointment ? no times available in your scheduler. 

    Hi @Roan Graas  – thanks for your interest in participating in the interview. The interview slots filled up very quickly, so we have now closed the signup form. If you'd like to share any specific thoughts on the topic, then please post in this thread and we'll be happy to thare the information with our product team. Thank you!

  • Helena Parmask
    Helena Parmask Pipedrive Team Posts: 7 PIPEDRIVE TEAM
    First Anniversary Photogenic Pipedrive Team
    edited July 2022 #8
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    Hi .. The 1 major major thing missing for us is the ability to update Leads on the PipeDrive App. You can only update Deals currently. If you fix that then all our sales guys here would have a great time! 

    Hi @Stanford Rusike, thank you for sharing! We recently released an update to the Leads functionality, and you should be able to update leads on the Pipedrive app now. If this is not working for you, then please contact our support team and we'll investigate the issue. Thank you!

  • Stanford Rusike
    Stanford Rusike Member Posts: 3
    Photogenic
    edited July 2022 #9
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    Hi .. The 1 major major thing missing for us is the ability to update Leads on the PipeDrive App. You can only update Deals currently. If you fix that then all our sales guys here would have a great time! 

    Thank you! 

  • Rohan Mohanty
    Rohan Mohanty Member Posts: 3
    First Comment
    edited July 2022 #10
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    Managing your calls based on the customers intent is something that acts as an attribute to you getting closer in sealing the deal. 

    Well, logging certain info on every call to action helps you in marking the intent. 

    This helps you get a clear picture of what the prospect / customer wants. There are certain sales engagement platforms that help you segregate your contact list based on this info so that you don't get lost. 

     

    Klenty is something I would vouch for in this use case. 

     

  • Roan Graas
    Roan Graas Member Posts: 3
    edited July 2022 #11
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    Hi Helena,

    Are there any more possibilities for an appointment ? no times available in your scheduler. 

    Hi Helena, Thanks for your reply, Just wondering if their is any possibility to call and log without using the application because at this moment i am using my phone while driving..

  • Helena Parmask
    Helena Parmask Pipedrive Team Posts: 7 PIPEDRIVE TEAM
    First Anniversary Photogenic Pipedrive Team
    edited July 2022 #12
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    Managing your calls based on the customers intent is something that acts as an attribute to you getting closer in sealing the deal. 

    Well, logging certain info on every call to action helps you in marking the intent. 

    This helps you get a clear picture of what the prospect / customer wants. There are certain sales engagement platforms that help you segregate your contact list based on this info so that you don't get lost. 

     

    Klenty is something I would vouch for in this use case. 

     

    Hi @Rohan Mohanty, thank you for sharing!

  • Helena Parmask
    Helena Parmask Pipedrive Team Posts: 7 PIPEDRIVE TEAM
    First Anniversary Photogenic Pipedrive Team
    edited July 2022 #13
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    Hi Helena,

    Are there any more possibilities for an appointment ? no times available in your scheduler. 

    @Roan Graas, at this moment we have call summary screen that pops up after the call, but you'd need to add some details there (e.g. information on which activity/deal this call was related to) to get the call logged. I understand that in some instances (e.g. when making a call while driving) you'd want to automatically log / leave a mark in Pipedrive just about the call being made, without any further detail, is that correct?