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Reliable Customer Number mapping
Hi all, i'm looking for any ideas how to map customer numbers reliably. We want to move from an old system to Pipedrive, one of the reasons being we don't have any reliable customer numbers. In many cases, a single debtor numbers are used for multiple vendor doors, and there is no reliable way to map these numbers into…
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This one is for all the sales leaders from the Pipedrive community!
I know you’re worried about the approaching slowdown - we all are! That’s why Jason Bay, Chief Prospecting Officer at Outbound Squad and Sandeep TM, Head of Inside Sales at Outplay are getting together to talk about how sales leaders everywhere can prepare for it. Join them in an insightful webinar as they talk their own…
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CLOSED: Your Pipedrive journey - Conversation about where and how did we help to boost your business
Edit: Research concluded, thank you all for your interest. I would love to hear your story about your WHYs = motivation to start using the CRM tool and the "business boosting" effect you see/track/measure in your company since you use it 🤔 Please share: Your onboarding journey with Pipedrive, your wins and struggles during…
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What is best way set reminders to regularly connect with leads
Hi, I am a commercial real estate investor and find properties by constantly connecting with active real estate agents and property owners in my area. My goal with Pipedrive is to make sure I never forget to connect with my contacts at least once every 60 days. Does anyone use Pipedrive for something similar and what have…
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Add additonal owners to a dashboard
Sometimes the head of sales creates a dashboard with a lot of reports for his sales team. And he shares it with the team. But if he leaves the company and his is deactivated as user, the dashboard is not accessible anymore. So in a perfect world you could add an additional owner to a dashboard (and all used reports).…
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5 Black Friday email examples to generate more sales 📈
It’s already the time of year to dust off your creative cap and design your Black Friday email marketing campaign. Black Friday is one of the most important times of the year for businesses, especially those in ecommerce. Last year, Black Friday shopping broke records with a mind-boggling $9 billion spent, and 2021 could…
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Organize and Optimize your Account for Success webinar Q&A
Dear Pipedriver, 💎 we would like to thank you for attending our Organize and Optimize your Account for Success webinar that happened last week. We hope you liked it. If you missed our event then the recording can be found ➡️ HERE ⬅️ All your questions have been answered and you can see them here under the replies. We…
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Viral email campaigns in the social media era
To stay competitive with social media platforms, businesses leveraging email marketing use various email types, each with a different purpose. These include newsletter emails, lead nurturing emails, promotional emails, milestone emails, survey emails and viral emails. In fact, 64% of businesses worldwide interact with…
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Nonprofits and pipedrive
Does anyone here use pipedrive for their nonprofit tracking of sales/gift proposals? We switched from Raiser's Edge to pipedrive to track all our deals, but currently flying by the seat of our pants. Looking for some best practices and advice.
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19 small business email marketing tips for successful campaigns
Email marketing is one of the best methods small businesses can use to connect with large audiences in a personalized way, enabling them to build long-lasting relationships and convert people into loyal customers. Click here to learn our top email marketing tips for small businesses that will help you create successful…
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How to increase your email list value and drive conversions ✉️ 🎯
What matters most in email marketing? Using effective email marketing software is important and having creative designers and copywriters on your content marketing team is a big plus. At the end of the day, though, it’s all about your email list. The people you send your emails to will determine whether or not your…
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Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
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15 email marketing bloggers to follow to boost your campaigns 👀
Email remains one of the most effective marketing channels. With over 4 billion daily users, it’s a massive platform that you don’t want to miss out on. Every year brings new tools to automate email campaigns and improve your email marketing strategies, helping inboxes become even more effective customer engagement…
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企業メアドの登録について
info@のような企業メアドの登録をされるとき皆様どうされてますか? info@で人物立てたほうが良いのでしょうか。最初組織に企業メアドのフィールドを追加して運用してたんですが、外部連携するときに人物にいないので不便なケースが出てきました。
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Hot tip : Person Moves to another Organization
It's very common for clients we work with to move from one organization we work with to another. When this happens it seems bet to add a note to the end of that person's name in the original person record (Went to XYZ) because if you move that original record the deals will follow.
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🏆 ☎️ Success Story: How a phone sales pro cracked the formula to successful cold calling
https://pipedrive.hubs.vidyard.com/watch/pMs56hp6B2zkFukMdqD6aK?⚙️ Click the cogwheel for subtitles in English, German, French, Spanish, and Portuguese. The Community success stories return with a special guest, Pipedrive's own Sales Operations Manager @Joe Kenny . In this video, Joe shares his personal experience of how…
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9 most common transactional email templates and examples
In the competitive world of e-commerce, transactional emails play a crucial role in how your audience views your business. They may not feel like the most important part of your email marketing strategy, but they have the potential to make or break the future of your company. In this article, we’ll explore what…
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How to create a sales video letter that converts 📽
Video can be a powerful tool for marketers and salespeople, with figures from Wyzowl’s 2022 video marketing report indicating that 88% of respondents have been convinced to buy a product or service after watching a video. Considering just how much video content we consume daily, this statistic doesn’t seem that surprising.…
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9 after-sales service tips to keep new customers happy
Landing a sale from a new customer is one part of increasing revenue, but it isn’t the whole story. To scale your business, you need to turn customers into repeat buyers. And one way to do this is through quality customer service. Gartner found that customers who received a high-quality customer service interaction were…
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Asking for Advice+Best Practice Pipedrive for Consulting company
Hi, I wanted to connect with others who have been using Pipedrive for Opportunity Management in the Consulting world. You will therefore have experience setting up reports, targets etc. I am keen to get the best out of Pipedrive to support my rapidly growing technology consulting business Thanks
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How SMEs can increase sales by lead nurturing
SMEs live and die by their sales pipeline. Driving consistent and strong sales is the beating heart of a solid business, with prospecting and qualifying leads being normally considered the main responsibilities of a business owner after selling. But what if that is leaving you out of time to pay the necessary attention to…
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7 April Fools email examples you can use to generate sales 🤡
Many people go into April 1st (or April Fools' Day) already expecting not to believe a word they read. From false proposals to fake lottery wins, it’s the now-global holiday for pranks... so, what does this mean for brands? It can mean an opportunity: an April Fools email is a great way to introduce humor into your…