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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…
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🗣️ 💬 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,…
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Books Every Sales Manager Needs to Read
Let's all share our favorite books that helped us the most to progress in our careers. Let me start! 1) Predictable Revenue By Aaron Ross & Marylou Tyler 2) Sell with a Story By Paul Smith 3) Sales Manager Survival Guide By David A. Brock
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7 Ways an iPad or Tablet can Help You Close more Deals during a Summer of Sales 📱 📈
What mobile tools do you use for work? Share in the comments below. The last year and a half have been challenging for almost every industry, but sales teams around the world adapted. In fact, the PC and tablet industry saw growth in 2020 following a steady decline in previous years. As remote and at-home work becomes the…
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Setting up a pipe for Account Management
Hey All! I work in sales and account management for a small marketing agency in Kansas City. I love Pipedrive as a sales CRM, but does anyone have any tips for setting up a pipe to manage current clients? I've set up a pipeline, but it doesn't quite flow how I would like. Any tips, tricks, or extensions would be…
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What is your best practice for defining deal owners?
Hi, we are wondering who in our company should be the deal owner in different kinds of deals. We have two different sales dep.: 1. internal service for inbound inquiries 2. field service for active acquisition and KAM How do you manage the topic 'deal-owner'? When should the KAM be the deal-owner? I'm looking forward to…
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Using VLookup to clean up your spreadsheet
Hey Pipedrivers, When you're importing data into Pipedrive, having a clean and organized spreadsheet is key. There are many tools in Excel that you can use to clean up your data or remove duplicates. A VLookup can be helpful in a few different scenarios, including updating data in bulk via spreadsheet using the Pipedrive…
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How J’achète en Espagne Used Automations to Increase their Revenue by 20% 🤖 📈
By integrating Pipedrive and Zapier and setting up workflow automations, Spain-based real estate franchising network J’achète en Espagne increased their revenue by 20% in the second half of 2019! Read their story to learn their secret 🔎 🧠 🔔 Be sure to follow Automation and Apps and Integrations to stay up to date on these…
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Is the return on sales ratio a fair indicator of a company’s efficiency & profitability? 🧮 📈
What metrics does your business use to effectively measure profit and operational efficiency? In the world of key stakeholders of a company such as investors, creditors, and other analysts, there’s no arguing the importance of the return on sales ratio and its ability to accurately convey the actual profit a company makes…
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🎯 Avoiding the spam folder and being blocked: Company Account Review
❓Do you have a spam horror story? Share with us in the comments.❓ We follow industry best practices and rules to help your campaigns not end up in spam folders or come back as blocked. This service quality maintenance makes sure you have the best inbox delivery experience using our Campaigns tool. One essential step of…
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🗣️ 💬 Campaigns: Roadmap and Q&A | volume 1
Check out our roadmap and FAQ for Campaigns below. 🚀 Got questions? Just reply to this thread! Hello, Pipedrivers. Let me quickly introduce myself. 👋 My name is Janis, I'm the VP of Product at Pipedrive, overseeing the development and release of the marketing product offering. I would like to regularly share answers to…
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Tuesday Tips: How to be Productive Without Working Weekends
How have you changed your policies and procedures to manage your remote sales team? If so, how do you help them focus their time and avoid burnout? In our latest State of Sales report, 60% of people said they’d changed the location from which they’d worked due to COVID-19, and 41% were working from home—more than any other…
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⏰ Webinar: How to manage Remote Sales Teams for peak performance | 22 June, 2021
❓How do you manage remote sales teams for exquisite business results? ❓ ⏩ Register here for this free webinar. For over a year, the pandemic disrupted the way we understand work. Most of the companies experienced “forced digitization”, however, new possibilities to recruit talent from around the world have emerged. Join…
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⏰ Event: Real Talk: What does it mean to "Own Your Demo"? | April 28th, 2021
Apr 28, 11:00 AM – 12:00 PM PDT | Webinar | 📌 Enroll here This year, the PreSales Collective has partnered with Reprise to bring the Demo Creation Category to market. After over 1,000 interviews, and 25 small group executive roundtables; they're ready to bring you a series of best practices. Hear about this cross…
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Combining Partner/Partner Contact For Address Labels
I'm a realtor and need to mail letters regularly. I usually am working with couples. I have them setup as separate contacts, linked together with a custom person field "Partner/Spouse." Example, couple John and Jane. John has Jane's contact linked on his page, Jane has John's contact linked on her page. I need a way for…
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Are You Making the Most of Your Sales Orders?
❓Do you take advantage of sales order forms - and if so, how do they contribute to your performance? Share with us in the comments. 💬 Sales orders play an important role in the vendor-customer sales process. While not every business or sales professional takes advantage of sales order forms, those that do stand to benefit…
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Community Tip: update your profile, advertise your services, connect with others, do business 🤝 💰 🚀
❓ Are you sure you're squeezing all the juice from your community member profile ❓ Optimize your member profile for success. Let other members know what you're all about every time you post, facilitating knowledge sharing and business connections. Go to upper right corner > click your photo/initials > Edit Profile: *…
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🏆 🏗️ Success Story: How Pipedrive can turn struggling reps into all-star salespeople
https://pipedrive.hubs.vidyard.com/watch/YDZkGaSL7KB8J5t26Ynuw5?autoplay=1&muted=1⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. @Mitch Workman , Digital Marketing Director at Big Dog Solar thinks Pipedrive is “awesome!” Thanks to Pipedrive, the American solar panel installation…
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Email blacklists: How to stay clear of them ⛔ 📩
Email blacklists are in place to protect customers from receiving unwanted emails or spam. That said, they also have the unintended effect of occasionally preventing marketing campaigns from reaching their audience. Ending up on an email blacklist means that your content has been deemed untrustworthy, resulting in wasted…
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Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
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We shoud have more space here to write notes during a meeting 🙌 do you agree ?
We shoud have more space here to write notes during a meeting 🙌 do you agree ?
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🏆 🇺🇸 Success Story: How Pipedrive can turn struggling reps into all-star salespeople
https://* https://pipedrive.hubs.vidyard.com/watch/3ZkLVvrGmXCqW3LijzziPc?autoplay=1&muted=1?ref=community_post@Mitch Workman , Digital Marketing Director at Big Dog Solar thinks Pipedrive is “awesome!” Thanks to Pipedrive, the American solar panel installation company now knows which leads are driving the most revenue.…
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Google and FB Ads to deals
Hi everyone. We have been using a FB ad for a while now to help generate leads. We are going to begin running several FB and Google ads. We need to be able to track which ad specifically resulted in a deal. Are there any best practices you can recommend or a 3rd party software you are using that is working well for you to…
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Manage current customers
Dear all, I have been searching the knowledge base for how to best manage current customers. My main use for Pipedrive will be managing current client relationship rather than drive new sales. Can anyone assist me in finding the best way or share experience on how to utilize Pipedrive to best manage current clients. Do you…