Best Practices

🗣️ 💬 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…
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…
⏰ 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…
⏰ 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…
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…
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…
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: *…
🏆 🏗️ 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…
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…
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…
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 ?
🏆 🇺🇸 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.…
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…
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…
Event management solution
Hi, we are looking for a simple and elegant solution to invite prospects or customers to events and manage registrations. Typically, we would select contacts in Pipedrive and use its mailing feature to send out invitations. Next, users should be able to register and we should be able to manage registrations and associate…
Pipedrivers, what do you do with deals after they are completely finalized? What are the best practi
Pipedrivers, what do you do with deals after they are completely finalized? What are the best practices? Do you move them to a separate Pipeline or just a different stage and let them rot there forever? Cause that looks to me like cluttering my pipeline.. Please share your opinions. It would be very helpful to hear…
Tracking Upsell business VS New Business
Hi Community. I'm looking for help on how to track Upsell vs New Business growth. First questions is how to log this in pipedrive effectively? Second questions is how do I create reports for this? For example I want to see how much our business has grown from new business customers and how much it has grown from upsell…
Thinking outside the box. ... use PD for your supply chain too!
We've been using PD for going on 7 years. ... We were merrily dealing with our prospects and customers when I suddenly realised that PD could handle our supply chain as well. .... (well, given our specific circumstance). We work with a large e-commerce store and often order samples be sent from our suppliers directly to…
IF YOU ARE handling a Sales Team - HOW DO YOU: limit your sales reps to NOT change product pricing w
This has been burning my sales process, I handle a team of 12 sales reps. There are always sneaky ones that lower pricing in order to close deals... Curious on how you SALES MANAGERS are dealing with this situation?
🏆 🇩🇪 Success Story: How a six-person team manages all their leads, deals and suppliers on Pipedrive
https://pipedrive.hubs.vidyard.com/watch/jM79sFsN5p8cXd9uRWnucX?autoplay=1&muted=1⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. @Bernd Auer from PD Experts caught up with CEO of Charterbar Yachting @Ümit Uzun to discover how the Germany-based yacht charter company is benefitting…
🧠 Measure Your Pipeline Progress - Sales Pipeline Course: Chapter 11 | 📽️ 2 mins
https://www.youtube.com/embed/s7ejq3Ouphw?ref=community_postEven if you follow the guidance from every previous video in this series, if you don't measure your pipeline it's unlikely to ever reach its full potential. Watch this example of how measuring your pipeline will enable you to spot challenges and tackle them…
Check box fields in Leadbooster.
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
🏆 🇺🇸 Success Story: How Pipedrive can turn struggling reps into all-star salespeople
https://pipedrive.hubs.vidyard.com/watch/n83J51K8wuUKZqSi3N1oXr?⚙️ 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 company now knows…
⏰ Event: The secret behind the success of the Estonian startup scene, by Startup Hungary | March 18t
📌 Csongor Biás (Startup Hungary) and Ragnar Sass (Pipedrive, Lift99) sit down for a fireside chat in ClubHouse and discuss the magic recipe that has made so many startups from Estonia succeed worldwide. Enroll here. ⚡ Follow Events to never miss a beat of what's in your industry's calendar! ⚡ Channels you might be…
comment être conforme RGPD ?
secAvec le système d'automatisation d'envoi d'email il n'y a aucun bouton qui ne permette de faire en sorte que la personne qui reçoive l'email puisse se désinscrire de la liste des prospects et ne plus recevoir d'email. savez-vous comment faire ? Merci

Best Practices

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