Best Practices

Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
Is a channel sales strategy right for your business? 🤝
A channel sales strategy, in contrast to a direct-sales strategy, involves using partners and third parties—such as affiliates, distributors or resellers—to sell your products or services. Channel sales is meant to help you develop new revenue streams beyond your direct-sales reach. This strategy works best when you…
WorkFlow Automation
Hey . I'm a new Pipedrive user and im thrilled to start with it ! I wanted to ask you all as a community about the automations in Pipedrive, what automation do you all use ? why do you use these automation ? how did you create it ? If you have some tips for automation that made your life easier please leave a comment .…
Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
Healthcare CRM: How to Manage Patient Relationships 🧑‍⚕️
The healthcare industry has a growing need to prioritize patient relationships and engagement. It is years behind the global standard when it comes to adopting effective digital communication channels to keep up with consumer-driven demand for a better customer experience. In a survey conducted by Surescripts, 55% of…
När ska du använda tidslinjevyn för kontakter?
När du säljer kan du behöva få en visuell representation av dina historiska aktiviteter med en specifik kontakt på ett företag eller ett företag med alla dess kontakter. Detta är ett snabbt sätt att säkerställa att inga viktiga kontakter försummas. Jag ska nedan beskriva hur du gör i Pipedrive CRM och där kan du använda…
Quote/estimate in foreign currency.
My company is located in Canada and we carry a vehicle that is priced in USD. I am looking for help to include in my quote that will protect me should the USD change dramatically. I am looking to protect both the company and our clients.
CRM for Your Construction Firm: How to choose the right one ✅
With mounting economic pressure, construction companies need to try new ways to remain profitable. According to a study in the Journal of Building Engineering that examined 2700 construction projects, profit margins have been shrinking for the past several years. Additionally, construction companies often end up with a…
change a sales funnel into a sales pipeline
“In 1898, E. St. Elmo Lewis developed a model that mapped a theoretical customer journey from the moment a brand or product attracted consumer attention to the point of action or purchase.” That is the first Google response I received when searching for “sales funnel theory started”. Funnily enough, Lewis did not talk at…
What app are you using for leading sales meetings?
Hi Pipedrive fellows! I am looking for a solution, how to make my sales meeting in team more effective. I am responsible for a specific market and different products. Let say, that I have a list of countries - to each country, I prepare the actual situation, what were the tasks + propose of next steps. I do it in google…
GESTÃO DA MUDANÇA & TREINAMENTO DE VENDAS
Gestão da Mudança & Treinamento de Vendas Muitos líderes de vendas quando contratam uma solução de aprendizagem não se dão conta, num primeiro momento, que haverá um desafio adicional, pós treinamento, que é a gestão da mudança. Sim, mudança, pois não há sentido em treinar a equipe em novas competências para que continuem…
How to Keep Closing B2B Deals During the Pandemic
Covid-19 has changed the world of B2B sales. Even if you started the year with a packed pipeline, few businesses have escaped the economic turmoil, and about 50% of B2B buyers are holding off on purchases because of the pandemic, according to McKinsey & Co. Lowering quotas, slashing forecasts, and cutting marketing budgets…
Business Development in the Time of Pandemic
“Clients don’t care how much you know until they know how much you care.” The world has changed and will never be the same. The COVID-19 pandemic is a uniquely shared global experience that tests our mettle in unexpected ways. There is no playbook, no instruction manual, no treatise to guide us through these uncharted…
Deals are recurring customers our team contacts weekly. Best way to set up or automate?
Hey everyone! We're fairly new to Pipedrive and still in the earlier building stages before we go live. We've been working on set-up and automation, but have been running into a snag. Our customer accounts order from us weekly, and I'm having trouble getting Deals to work in such a way (as they seem intent on "dropping…
when to start adding deals
when do you guys start adding deals to your contacts?
Academy Webinar: "Lead the way: Why culture is key to growth" 📈 🌱
Join us for our first episode of the "Lead the way" series in our Academy, where Caroline Chayot (Atomico), Marie Moesgaard (Pleo) and Cláudia Moreira Leitão (Pipedrive) discuss how companies can successfully scale their business by keeping their DNA. ❗By the way... did you know you have an entire Pipedrive Academy full of…
How can you adapt the core metrics of your sales funnel to maximize sales success in your industry?
Any salesperson knows that a well-managed, clear sales funnel is fundamental to sales success. Without this, people who are interested in your products or services may never make a purchase. A sales funnel helps salespeople guide potential customers through their buying journey and provides key insights into customer…
How do you deal with tough clients on cold calls?
Lead entry process
I am a commercial agent. Many of my leads, the first initial contact is a phone call about one of my listings. Do you recommend entering the person as a Contact and create a Deal immediately, or add them as a Lead? I'm curious what people's work flows are around this.
Automated work flows
Anyone have a template as to how they set up their automated workflows so it triggers the next steps in activities in each transaction? I'm trying to save time and not create them from scratch. Anyone have a photo they can share on each task, New lead, or when a deal is started?
Cold calling cadence
Hey Pipedrive fam, With cold leads, I put clients in an * email cadence * sms cadence * cold calling cadence I have been using klenty for the email cadence, and zapier/kixie for the sms cadence. What is the best way to set them up for a calling cadence of every two days for 45 days, excluding weekends? I use Kixie.com for…
Contact sync to Outlook?
What is the best practices around sync should be shared (better to maintain in PD and sync to outlook? Or other way around?)
Need advise for the best way to clean up organizations.
Need an advise for the best way to clean up organizations, using dedupe.ly which is easy but now I'm down to organizations with one headquarter and then offices. I want to have the headquarter as the main and then have the office as related organizations.
Salesperson handling the followups with leads received from LinkedIn left his job. What is the best

Best Practices

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