Best Practices

Using Selling Techniques For Hiring: Best Practices To Consider 🤝
Finding the right match for the company or selling something - when you have the right mindset, then there’s actually no difference. Pipedrive's CTO Sergei Anikin shares his perspective and insights on looking for your next great colleague or new best customer: being people-first, understanding the journey through the…
How to use sales and analytics to create a great value proposition in marketing 💎
Imagine this: you need to purchase a new pair of shoes and you have two options. Both shoes have the same price and a similar look. So how do you decide between them? While the shoes are essentially the same, there is one thing that sets them apart: their value proposition. One pair of shoes markets itself as locally made…
🚀 5 Time-Saving Sales Management Tactics to Help You Scale Your Process
As your business grows, so does your need to juggle a larger number of tasks. From balancing strategy, delivery and keeping your team motivated, there are plenty of challenges to maintaining growth. And that got us thinking. What are 5 actionable time-saving tips you can use to scale your process? Here’s what we came up…
Need help and guidance with Best Practice(s).....
HI, we are new to Pipedrive and have a couple questions: Background: we have a long sales cycle, and typically send 'samples' to clients long before we 'close' a deal (so, we need to followup with the client inbetween the sample sending and order stages). * What would be the best practice for logging efforts like 'sending…
How to overcome imposter syndrome
“Soon, they’ll find out I’m a phony.”, “Closing that deal was sheer luck!” “I didn’t do anything to deserve that promotion...” Do these thoughts sound familiar? Self-doubt is human, but up to 70% of all people will suffer from imposter syndrome at least once in their life. For some, it will turn into a permanent condition.…
Best Practices
Hello, Is anyone interested in best practices regarding pipedrive and Dux Soup ? Let's talk in this community. Greetz, jan
Sales Territory Management: How to Break into a New Territory and the Software You Need 🗺
Selling in a brand new sales territory can be intimidating. From researching a new market and understanding regulations to hiring a new sales team, it’s hard to know where to start and what to prioritize. New sales territories can turn into huge sales engines and revenue generators, but to reach that point, you need to…
11 skills a sales associate needs to succeed 🏆
Sales is more than just basic product knowledge. Sales is about people—on both sides of the counter. A good sales associate not only understands the product they are selling: they have a very particular set of skills. Liam Neeson is great but has he ever run the cash register on a Black Friday while the new stock was…
88% of Salespeople Regularly Work on Soft Skills: Here’s How to Sharpen Yours 🤝
According to our State of Sales Report 2020-2021, 88% of sales professionals actively work on improving their soft skills. Furthermore, those working on their soft skills are 11% more likely to achieve their regular sales targets. So, why are so many salespeople allocating time to developing soft skills? And, why is their…
Any recruitment people working in Pipedrive
Hey guys, My name is Coen from the Netherlands. Right now we are integrating everything in Pipedrive for our recruitment agency. However, we are still figuring out the best practices to implement everything in our company. So, are there any other recruiters here who have some tips regarding the funnels, integrations and…
How to Fully Understand Your Customers With Comprehensive Buyer Personas 🎯
A buyer persona is an outlined description of the sort of person who best represents your target audience (or a demographic within it). Personas help your sales and marketing teams to personalize and target their messaging and outreach efforts to ensure relevancy across varied customer types and segments. By using actual…
63 Essential Sales Statistics for 2021 📊
Has there ever been a time in sales like this? Not only have sales reps been working from home, but companies have had to shift to remote selling and adapt techniques so sales reps can reach their quotas from anywhere. Check out these 63 essential sales statistics for salespeople in 2021 and learn more about how the sales…
Some things I wish I’d have known before doing my first demos
When I started my first sales role at Klaus in 2018, I had never done a demo or a discovery call. I was thrown straight into the deep end, and over the past 3 years, have made a fair few mistakes. Here are a few things I wish I had have known before I started: You don’t need to show everything in the first call My early…
From a Pipedrive Pro - LeadBooster for Support Tickets 📝
https://pipedrive.hubs.vidyard.com/watch/CPPXKD6MbfYPdyJJkii1jq? Our Pipedrive pro @Bruna Fondo shares some tips on how you can easily set up LeadBooster to receive support tickets from your website, and be automatically notified whenever a new request comes through in your pipeline. 🔔 Be sure to check out the full Learn…
Best Practices
Hello everyone, I'm curious about the best way to handle recording notes and activities when dealing with B2B! There are deals, organizations, and contacts that I'm able to leave such notes and activities under. Something I've learned is that leaving a note under 'deal' will replicate under all three (deal, org. contact) -…
From a Pipedrive Pro - VLookup: The fail-safe way to update your existing Pipedrive data via Spreads
https://pipedrive.hubs.vidyard.com/watch/5U3LBPTpUvBAUDMZBXPWEj?Our Pipedrive pro @Emily Howard demonstrates how VLookup is just the ticket you need to easily map unique IDs to the items you're updating via spreadsheet. So no matter now much data there is to import, all you need is a few keystrokes to ensure all data is…
14 Days To Fail—Where Trial Periods Go Wrong And How To Fix It
Our sales pro @Diogo Silva shares his experience on the topic of offering trial periods in sales, and how to make the most of them. Catch the full article here. "There are several different free trial models, from freemium versions to those requiring credit cards that get charged automatically if not canceled. Each one can…
How to calculate sales volume variance and why it’s important 📈
Harvesting and analyzing data about your sales process helps you to understand where you’re succeeding and the bottlenecks slowing you down. One of the best ways to combine your data is to form sales forecasts, which help you understand if you’re seeing a period of growth or falling short of your expectations. One metric…
Sales Meeting Ideas: Topics & Agendas to Motivate your Team
Sales meetings are essential for any sales operation. But too often they are seen more as a necessary evil than an opportunity to improve. Be sure to make the most of your meetings by effectively planning each meeting and motivating your sales teams. Your reps will be excited and ready to contribute to your sales meetings…
How to calculate incremental sales and what it means for your business 📈
Marketing is all about supporting and improving sales outcomes. By measuring incremental sales, marketing teams, sales managers and business owners can better understand the success of their promotional sales and marketing activity and direct future investment accordingly. With the pandemic receding, spending on…

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