Best Practices

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…
How The Pandemic Reshaped The Way We Sell 🛠 📈
Pipedrive's VP of Sales Jens Oberbeck reflects on the dramatic changes that salespeople have gone through since the start of the global pandemic. The full article can be found on the Crunchbase community contributor blog here. In 2020, 48 percent of salespeople worked from home. That is more than double the number working…
Be Prepared For The Post-Pandemic Splurge Of The New Roaring '20s
What do you think the new '20s will be like for businesses in general and your industry in particular? Let us know in the comments 📣 Our CTO Sergei Anikin weighs in on what the coming decade has in store for us, using the growth experienced in the 1920s as a reference. You can catch the full Forbes article here. After the…
Has anyone integrated PipeDrive with Big Commerce?
What does it accomplish for you? How did you do it?
3 Tips to set up your Pipedrive account before setting it up!
As an Account Executive, there was one question I got asked on a daily basis by lots of different customers: How can I efficiently set up and use Pipedrive? When investing in new tools, the need of finding « the perfect one » is quite understandable. Only considering CRM tools, you navigate in an ocean of choices and, if…
GIFs in Email: How to Use Them to Win Customers 🎥
What’s your process for including GIFs in your email marketing campaigns? Including an animated GIF file in your email can add an interesting and eye-catching element that goes beyond the static email design. Because it’s somewhat difficult to offer a uniform email video experience across devices and email clients, many…
How do you entice leads into becoming clients with follow up emails? 📨 🔔
How have you leveraged providing additional value to ensure your follow-up success? Let us know what your experience has been. Robert Clay from Marketing Wizdom says that only 2% of leads close after their first meeting. That means 98% are going to need follow-up communications in order to close the deal, and a great way…
From a Pipedrive Pro - How to Declutter Your Detail Views 🧹
https://pipedrive.hubs.vidyard.com/watch/GS2snPwVvZCdJSnRjBSyGZ?In this tutorial, our Pipedrive pro @Luiza Salomão demonstrates how to use Important Fields to declutter your detail views by hiding all fields except the ones that matter during that specific stage of the sales process. 🔔 Be sure to check out the full Learn…
QuickBooks Integrations - What are you using?
I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting. I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else? I’ve…
28 sales email subject lines to supercharge your open rates 🚀
What sales email subject lines work best for your emails? Considering that 33% of email recipients open an email based on the subject line alone, getting it right can significantly boost your chances of getting your message opened and starting a conversation that could eventually lead to a closed sale. By creating a…
⏰ Webinar: Beautiful reporting, actionable insights | July 28, 2021
Join Pipedrive pro @James Campbell and Product Manager @Seda for a discussion and Q&A session on how to use our Insights feature to create visual reports that point the way to improve the performance. Date: Wednesday, July 28th Time: 7am PCT / 3pm GMT Register now 📍 🔔 Follow the Events topic to never miss out on what's…
What’s the single most effective technique for improving your cold email open and reply rates? 📨
How do you make sure your cold email stands out from the crowd? Even with the abundance of automated email tools, cold emailing is still an effective strategy. But with competition high, how can you engage your leads and stand out from the other emails vying for their attention? Depak Vedera, Sales manager at Leadfeeder,…
💥 📤 New: Choose who your marketing emails come ‘from’
With the new multiple senders feature in Campaigns, the possibilities are endless! What? You can now change who your emails are coming from and where replies go to by setting up several sender emails. When should you consider using it? * You have a joint mailbox to manage customer queries. * You want your newsletters to…
What is a Tire Kicker? How to Spot Them and Avoid Them ⚠️ 🥾
How do you deal with leads who are never going to buy what you are selling? The term tire kicker started out as a reference to people who visit car dealerships frequently, kick the tires on a few vehicles to indicate their interest, then leave again without ever buying a car. In many cases during your sales activity, you…
🗣️ 💬 Campaigns: Q&A | volume 3
Time for another week of recent questions > answers about Campaigns from users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: The new Campaign module is a great start. Does the module include the capability of creating a sequence of emails, triggered by an event in PD? If we don't have sequences,…

Best Practices

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