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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?
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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…
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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?)
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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.
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Salesperson handling the followups with leads received from LinkedIn left his job. What is the best
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What kind of interaction drives the most engagement with your leads/deals and causes forward movemen
What kind of interaction drives the most engagement with your leads/deals and causes forward movement in your sales cycles?
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QuickBooks Integrations - What are you using?
I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting. I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else? I’ve…
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For Tech Startups in the Manufacturing Industry the sales cycles can get very long, even if C-level
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Best practices/experiences in comprehensive pipeline restructuring
Hey there! We are currently in the midst of restructuring our Pipedrive to depict our whole sales process in one pipeline for ease of reporting and enhanced visualization. At the moment, we're working with an outbound, opportunity, and customers pipeline. When a deal is set to won in one pipeline, it's duplicated in the…