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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…
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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…
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New: Mentions and Comments for all plans (web app + mobile app) 💬 💬
Why? * Tag your colleagues in your notes, bringing their attention to deals, organizations, or contact people. * Collaborate more efficiently so that everyone can keep their work on track. * Comment underneath your mentions or notes, allowing for simple, fast, communication with your team. For whom? All users in all plans.…
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What best practices for setting up Deals?
Hi, I'm part of a small company working on a B2C service that's also meant to be B2B2C, in order to reinforce its legitimacy and reach more people through those businesses. That is why we have set up a Pipedrive account. We're going to be using it as a community-building tool most of all, with Campaigns as our newsletter…
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Using Pipedrive for best quality leads
We have used Pipedrive for some time - data capture great, reporting fine, nurturing campaign capabilities too. Query I have is around abandoned / allusive leads. i.e. people who enquire and we don't get the opportunity to speak with and elevate the enquiry quality. (note. all our enquiries are incoming) Enquirers complete…
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Hi all, does anyone have a guide on how to/best practice to drive adoption of Pipedrive with my coll
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Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
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New Deals notifications in Mobile App
How can the users be immediately notified when a new deal is created for them in the Mobile App?
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10th of November Webinar Questions
Hi there! Thank you for participating in our Smart Docs and Professional/ Enterprise Webinar! Here you can find the answers to the questions that we didn't have the opportunity to answer live: It would be delightful if you could bounce from deal to deal rather than going back to the pipeline everytime. Is that a…
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Onboarding Best Practice List
Hi All - just wondering if anyone has a onboarding process for setting up Pipedrive? Thanks. Rob
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🎬 New video: How to authenticate your email domain
https://pipedrive.hubs.vidyard.com/watch/TGXkEvtHqAbm2EEtf1UozT?ref=community_postHello, Did you say you are looking for ways to increase your chances of delivering emails to the inbox folder? Sounds good! 😎 May I suggest you try domain authentication? We have just updated our academy and knowledge base with an engaging…
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Coworking Operators using Pipedrive
Hello, I would like to connect with any other coworking operators using Pipedrive. Since coworking spaces are membership based, I'd also like to connect with any membership based organizations to discuss best practices for setting up Pipelines for our industry types and unique sales process. Andrea Howell
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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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Any Pipe Driving Wholesalers In Here?
Hello everyone, Scott here from Detroit. Just started using Pipedrive and I love it! So I am the owner of a real estate wholesaling company and I am uncertain if there are any other people in here that do or know what I am talking about. I just wanted to ask if anyone does have a team with a dispo manager that is building…
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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…