Best Practices

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…
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…
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.
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…
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…
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…
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…
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。
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.…

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