Best Practices

Subscription Pricing for Products
I believe that having the option to setup your products with a subscription pricing method as an option instead of just total cost of a deal, this would be helpful when using the forcasting tool. As the Insights will be skewed with revenue if it is forecast all in one month when actually it is spread out monthly or…
Sync with e-Automate
We're an imaging and IT company, looking to utilize Pipedrive to help us manage client relationships, and track leads and sales. Question: anyone else in our industry using Pipedrive? And does anyone know about syncing with e-Automate? Thank you!
✅ Email Domain Authentication
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. Domain authentication is about security and deliverability, as it helps you protect your brand's reputation and helps your emails…
🏅 Moments of success: Karolina Deak at John Charcol, UK 🇬🇧
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Karolina Deak, a sales advisor at mortgage firm John Charcol, moved from Hungary to the UK to explore new challenges. With support from her managers and…
Group Email > 100
If you can PLEASE add the feature to allow NEXT 100 when sending group emails. It would be super helpful as it is very tedious to individually click each customer after you send the first 100 emails when we are sending out a promotion. We have over 1000 customers in our database and it makes it very time consuming.…
How to integrate multiple pipelines efficiently?
Dear Pipedrivers, my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well. There is one major issue, that I just couldn't work out so far, though: Efficiently…
Product Catalog best Practices? -- SaaS
We are a SaaS company that offers both annual and monthly subscriptions as well as add-on's to our software. Does anyone have an info on best practices for product catalog in PD? Curious if we should be using variations or have each item be its own SKU etc.
🏅 Moments of success: Luis Carlos Rojas, Saleslatam México 🇲🇽
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Luis Carlos Rojas, a salesperson at digital consulting agency Saleslatam México, needed help to achieve his goals. After learning the importance of CRM, Luis…
AI + Automation opportunities
Hi everyone! Nuno from Pipedrive's product team here :) As we explore how AI can help you better automate your work, we would love hearing from your experience. What tasks are you already using AI to automate your work, and what is the benefit? What tasks would you like to automate that you feel AI could help with, and…
Is there a way to link leads to a deal (or vice versa)?
The only way I can see to link leads to deals is by converting the lead into a deal. Sometimes we have multiple leads connected to a single deal (for example, leads from different individuals at the same company, or leads that came in a year apart/for different reasons or products). Other scenarios might be: a lead goes…
Having multiple versions of 1 "product" within one deal
Hello all! I hope you can help me with this. We produce and set gravestones. In many offers we create, I give our client 2 or more options. A single option contains multiple products which I will group. Some product groups are going to be present in all of the options while 1 or 2 may vary. Do you have a best practice as…
How to create a reporting based on the progress of a phone call campaign ?
Hello, We are targeting several industries and I would like to create a reporting based on the progress of a phone call campaign per industry. Do you know how I can do it on Pipedrive ?
Is it possible to create recurring activities?
Is it possible to create recurring activities?
Seeking Recommendations for Packaging Companies.
Hi everyone, When it comes to finding the right packaging company, there are several factors to consider, including quality, cost, and lead time. A packaging company plays a crucial role in ensuring that your products are well-protected and presented professionally. In this regard, Branded Packaging Solutions is a…
Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
Real estate professionals are 26% more productive with a CRM 🏠 🚀
How do you use a CRM for real estate? According to REAL Trends, real estate professionals are 26% more productive with a Customer Relationship Management software, or CRM, for real estate. That’s because a CRM… * Provides full funnel visibility * Keeps all your property details in one place * Helps you track deals from…
Setting up recurring payments
Hi, Would love to streamline how I collect payments once a deal closes. I have pipedrive, use qwilr for proposals and my process is really clunky. I’m torn between stripe & gocardless for single / recurring payments. I want to be able to have someone accept a proposal on a call, send them the deposit payment link straight…
Insights (Reports/ Dashboards/ Goals) Duplication Feature
Duplication Feature is now available to all insights users 🚀 Say goodbye to manually creating copies of Dashboards, Reports or Goals! Starting today, all Pipedrive users can easily and simply use the duplication feature instead to save you time and energy. For all the details, check out our Knowledge Base article here.…
Can I add a new Activity category?
I would like to add a couple more than just the phone, task, email, meeting, and lunch. If not is there a way to create a subcategory to differentiate between specific meetings, emails, etc. Thank you in advance! Michele
We are Pipedrive parners in Europe/Finland and USA
Hi, We're Pipedrive's certified solution provider, and offer help with everything Pipedrive related. Our services consist of implementation, training-, consultation-, integration services, and much more. Feel free to contact me any time, I'm here to help and guide you to take full advantage of your Pipedrive CRM. On top of…
Report Activities with long notes
Hello there, we are supporting customers over a time frame of 7-13 months. We support private customers for our business partners. A deal is the customer experience of a private customer over the given time frame. Part of the support is done with little questionnaires that are filled in in pipedrive activity notes. The…
Email Verification Tool : PD internal ID AAA-14007: Email Verification too
I submitted this question to the CSR team online. The response was PD "does not currently have this feature. Please submit it to the recommendations page." Over time I find that our contacts leave their organizations for many reasons without our knowledge until we send out an email and it "Cannot be delivered" response.…
Use Pipedrive for cross selling and up selling existing customers
Pipedrive works best for closing new deals. How to set up Pipedrive, for cross selling and up selling existing customers? - This would require, allocation of customers to sales people. - Maintainig data like, existing services which customer is using, priority, etc - They shall interact with their set of customers of…
Please add/enable filter by "project" in Activities list view and globally
Please please please!
MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…

Best Practices

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