Best Practices

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.
🏆 ☎️ 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…
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…
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.…
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…
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
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…
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…
How to create a go-to-market strategy in sales 🎯
In business, continued success usually follows careful planning. This is why if you’re launching a new product, revealing a new service or undergoing a rebrand, you’re going to need a proper go-to-market (GTM) strategy. Many things can go wrong as you try to break into a new market and your GTM strategy is what you fall…
7 abandoned cart email templates and best practices 🛒
Online shopping is ubiquitous these days, but so is online shopping cart abandonment. In other words, someone who is shopping and adding items to their cart on your site is far more likely to leave than complete the purchase, according to a meta-analysis by Baymard Institute. The good news is that even if someone leaves…
Supporting Ukraine: The response of European startups and how to help 🇺🇦
eu-startups.com In these uncertain and frightening times we find ourselves in, many of us want to take action and support those suffering in Ukraine. Across Europe, we have seen an incredible display of solidarity, including many remarkable initiatives from startups and tech companies across the EU. EU-Startups covers how…
International Women’s Day: there’s more than one way to celebrate it
https://pipedrive.hubs.vidyard.com/watch/MehoRLZBfQzCA9jgPrb8YT?ref=community_post@Maria Lasprilla is from Venezuela, works in Estonia and, as you can see, sometimes chooses to express herself in English. She also happens to be our Group Product Manager for Shared Experiences at Pipedrive. She made this video for her…
Women in sales: It’s time to smash clichés
Recent analysis backs up the claim that organizations with more gender diversity outperform their less diverse competitors, a strong argument for sales departments increasing their hiring and promotion of women.These steps will help companies attract women and build stronger sales teams: 1. Recognize and address biases…
How behavioral segmentation can help with your marketing campaigns
Email marketers have long since understood the importance of segmentation. However, more traditional, outdated methods of marketing segmentation look significantly different than modern tactics. Where we once grouped our target audience based on factors like age, location, average household income, or gender, we must now…
5 email marketing newsletter ideas
https://pipedrive.hubs.vidyard.com/watch/rXXX2k6ZVU3DkUXCTccvqp?ref=community_postHi there, Thank you for being a part of the Campaigns community! My name is Gints and I’m here to help your email marketing strategy shine. As you probably know, email marketing is most effective when you engage with subscribers regularly.…
Productivity, Innovation And Spotting The Signals Of Change
GETTY Pipedrive's CTO Sergei Anikin weighs in on what change means for companies, the opportunities it presents and how to deal with change in a way that benefits your business. You can catch the full Forbes article here. Business productivity relies on the interconnection of many factors. Innovation doesn't happen in a…
👿 Do you manage competitors in Pipedrive?
👿 Do you manage competitors in Pipedrive?
Account Management: Staying in touch with multiple stakeholders 🧑‍⚕️👩🏽‍💻🧛
⁉️ The Challenge: Managing "Multi-Threaded" Large Accounts While on a transactional sale, you might meet a prospect a few times and try to create a good vibe until the close. In enterprise sales / strategic account management, everything is about building trust and maintaining a good relationship with multiple people over…
To Prepare For The Metaverse, Brush Up On Core Business Values
GETTY What is the metaverse? What does it have to do with the evolution of technology and more importantly, what does it mean for businesses? In this article for Forbes, Pipedrive's CTO @Sergei Anikin explores this matter in more detail: "The vision of a metaverse has been with us for decades in science fiction and appears…
🕵️ ✅ How do you validate your email recipients?
Email validation ensures an address is accurate and can receive mail. There are three major reasons that you should validate email addresses: * You guarantee that emails arrive. Hard bounces occur when the email never reaches an email address (usually because it’s invalid). Validate your emails and you’ll have a much…
What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team
What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team members modify these values arbitrarily as they see fit or do you have pre-defined rules and guidelines for doing so?

Best Practices

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