Best Practices

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?
Enterprise Sales: Staying focused on the close over long sales cycles
Going up-market, hunting for the large prestigious logos, and landing this huge contract? More best practices for enterprise sales on Pipedrive: Get the Whitepaper Three tactics to help you stay focused over a long sales cycle: * 🗺 Build a plan from your target (the close e.g. “x signs y”) backward: what sequence of…
2022: Future of Work Predictions 🔮
Image source: Ales Nesetril Peter Harris, COO of Pipedrive, is one of many industry experts who shared their predictions with Bdaily News regarding what digital work will look like in 2022. In 2022, we anticipate that this major acceleration in digital transformation and increase in automation will continue. Reducing…
Should you change due dates of activities/tasks in a CRM?
Wrote about a burning topic and took an apparently less popular stand: https://sardamit.gumroad.com/l/pipedrive-activities
Webinar: Selling stronger in 2022 📈January 18th, 2022
2022 is here, is your sales process ready? It's time to make sure your team has the right technology to build a better pipeline. Join our webinar with Pipedrive to explore how you can integrate automation and personal communication to drive more sales and close deals faster. We’ll cover: - Using technology to stand out in…
From Technical Account Manager to Project Manager 🚀
I recently transitioned from being a technical account manager at Pipedrive to a project manager in another company. Here you will find my advice for professionals that are thinking of making the same move: So, for starters, what do these job titles even mean? What’s “technical account management” and what’s a “customer…
👑 Os 13 principais benefícios do uso do e-mail marketing
Para você, qual o melhor uso do e-mail marketing? Fale sua opinião nos comentários 🗣💬 O e-mail marketing é uma ferramenta flexível que impulsiona vendas e ajuda na divulgação de marcas. Dados apontam que o e-mail marketing traz um retorno sobre investimento (ROI) enorme se comparado aos investimentos necessários. Talvez…
Happy New Year emails: 8 templates for your New Year email campaign 🎉
The beginning of the New Year marks a time when consumers are focused on starting new projects, implementing change and planning out the year ahead. Take advantage of this fresh start by sending out targeted “Happy New Year“ emails that tap into your audience‘s current needs and aspirations. In this article, we‘ll share…
5 tactiques de gestion commerciale pour gagner du temps
Que pensez-vous de notre liste? Y a-t-il autre chose que vous souhaiteriez ajouter? 🗣️💬 À mesure que votre entreprise se développe, vous devez jongler avec un plus grand nombre de tâches. Qu'il s'agisse de gérer la stratégie, la mise en œuvre ou la motivation de votre équipe, les défis à relever pour maintenir votre…
Brace yourselves, the end of calendar year comes 🗓
The last week of the calendar year has for many sales teams a brutal reputation of racing to meet sales goals. Though that is not necessarily the reality, as it also presents an opportunity to chase up with that lead that promised to review your proposal in the new year: Do you find these memes relatable, or highly…
Prospecting Management & CRM
What is the best practice for prospecting cold email outreach and managing those leads? For example, should I keep the bulk of the leads in email tools like Mailshake, Mailrush, Apollo, etc., until they trigger an event, i.e., schedule a call and then send them into the Pipedrive CRM?... or start by importing all…
Does anyone have a sales upsell email template that you can share?#sales #upsell #template #marketin
Does anyone have a sales upsell email template that you can share?#sales #upsell #template #marketing #strategy
Share your 2021 sales and marketing experiences and 2022 expectations until December 20th 🚀
We want to hear from you: share your experiences in the sales and marketing industry in 2021 and your expectations for 2022 by taking our 10-minute State Of Sales and Marketing Survey! Answers are anonymous, confidential and not tracked. We’ll create in-depth reports in various languages and share them with you. Deadline:…
4 Hacks for Account Segmentation in Pipedrive
Check out these best practices for account segmentation in Pipedrive!
How does one trigger a data request to an API? We are working with a 3rd party software company tha
How does one trigger a data request to an API? We are working with a 3rd party software company that is building native integration with Pipedrive for us. The idea is to send them an address and they will return data on the address that will be added to specific fields in Pipedrive. What best practices do you have on how…
Secure your account with two-factor authentication
Data breaches can cost businesses millions in lost revenue and damage to reputation. According to Verizon, over 80% of data breaches are due to poor passwords By enabling our two-factor authentication feature, you add an extra layer of security to your Pipedrive data with an additional step in the login process. If the…
skp reason: person nopt found
i am triying to import my contacts from a spreadsheet, but during the import, i only got a skip file, with a message : person not found as the skip reason, what am i doing wrong?
Balancing Automation And Human Warmth in Customer Support ⚖️
Pipedrive's Vice President of Customer Support Mara Vicente weighs in on how to find balance between automation and human warmth in customer support, and how this perspective influenced Pipedrive's award-winning customer service. The more complex the customer service issue, the more likely customers are to seek out a real…

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