Best Practices

🧠 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
🧠 Make Time For Prospecting - Sales Pipeline Course: Chapter 9 | 📽️ 2 mins
https://www.youtube.com/embed/087zHpE2YT0* ?ref=community_postThe most effective way to have a healthy pipeline is to effectively manage your time. This means making time for all the essential sales activities, including prospecting. However, it can be hard to find time for prospecting, especially if you feel like you…
Besuchsbericht mit Pipedrive möglich?
Hallo Pipedrive Channel, ich habe eine Abteilung übernommen und möchte nun erstmalig Pipedrive als CRM nutzen und etablieren. Da ich auch Außendienstler im Team habe, möchte ich gerne auch Besuchsberichte einführen. Kann ich in Pipedrive irgendwie (klassische) Besuchsberichte erstellen? Also: Mit wem und wann getroffen,…
🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins
https://www.youtube.com/embed/1MkUDwu9j3AA clean pipeline is a healthy pipeline. If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales…
Sales b2b!
revin cu un nou post poate mai activam putin grupul. Cum aveti segmentat procesul de sales B2B? La noi avem asa: Partea de calificare are un flow Partea de sell efectiva alt flow si se bazeaza pe inputul din zona de calificare leaduri. In cazul nostru b2b media & Hr ce am observat ca functioneaza: 1.segmentarea in functie…
I am looking to connect with other business consultants and brain storm best use cases for using Pip
Now live: Email Sender Name Editing in Sales Inbox 📮
⚠️ Update: this is already live, learn all about it here. ⚠️ ______________________________ Currently when sending emails from Pipedrive, users cannot edit the name that appears in the "From” field. We hear you and know this has been causing you frustration, so we're working to change it! Instead of sending an email as:…
New: Edit your Email Sender name 📮
What can a user do? Good news! You can now change the name seen by recipients when sending emails from Pipedrive. For example, your job title, your full name, nickname, etc. Note that this feature isn’t available on Microsoft services, as unfortunately Microsoft servers don’t allow to edit the sender name. You can use this…
New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
Looking for Inspiration
We have been working with Pipedrive and we like it a lot. But we are curious on how other business are making use of Pipedrive, therefore I would like to get in touch to get inspired...:-)
Data Works, And Then It Doesn’t. A Salesperson’s Look At 2021 Planning.
One of the truths in sales is that repetitiveness is the path to oblivion, both for your company and your role as a manager. With the new year here, take time to hit that refresh button and look at your forecast with a critical pair of eyes. Don’t assume anything. Don’t think you control your market or customers. Let the…
Multiple pipelines and auto converting
Hey everyone, I`m trying to resolve one headache :) Have multiple pipelines for my deals, they are based on different cities. Tried setting up workflow automation to trigger auto converting from lead to deal and made it, but there is no chance I can define what pipeline deal should belong to. How can I resolve this? Thanks!
Organizations
Sometimes you just have to realize that the best answer is often the simplest and over complicating things can just make it more messy. We were kind struggling with how to organize our database from a person and organization standpoint in certain instances. Organization : property management company Person: property…
Activities list view
It’s way better and more useful for day to day than the calendar view. I highly recommend you give it a try if you haven't been using it. Everyone’s instinct is to use the calendar view but when I show them how to use the list view they prefer it much more. but I only really find the calendar view helpful to see if I have…
It takes time to optimize. But the journey is fun.
Ok, so when you are dealing with other humans that you need to force change on it's a little less fun. We tried using different pipelines for different divisions. Landscape, Maintenance, Snow. That isn't great when people are selling across those divisions. A consolidated view of all your deals is best for the salesperson.…
email lists label
If you are adding a custom field to your people records to define which email lists they will be a part of you can get a little fancy by adding a trademark label to the field description. On a mac press option and the number 2 for ™.
List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
⏰ Event: Feature Canvas for Your Next Product or Service Idea | Jan 26th, 2021
Explore the framework to start working on a feature or idea, keeping in mind users, problems, and context. 📌 Who is it for? Product leaders, researchers, UX/UI designers, marketers, CX leaders, and everyone interested in building human-centric products and companies. Register for free here. 🔔 Follow our Events topic to get…
🧠 Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | 📽️ 2 mins
https://www.youtube.com/embed/asjT8AY5WE4In this chapter you'll learn why it's important to set activity-based sales goals and how you do it. Setting activity-based goals helps you deal better with rejection and focus on the deals that are important. It also helps you plan your day and work out what you need to do to close…
Are your cold emails are getting caught as spam? Here is a solution!
The most common reason for your emails getting marked spam is this - When people to whom you are sending these emails, mark your email as spam You are a tea seller who is doing cold email outreach, you reach out to everyone in your city where a group of passionate tea haters also live. Once this email reaches out to them,…
Sales Objections Tool: Tell us the objection. Get expert responses. 🙅🔜💰
Browse, copy, download and even save favourite responses by: Time | Price | Need | Trust | Competition | Authority | Industry We know it can be frustrating to receive objections from prospects, but there are techniques you can use to counter with confidence. We’ve reached out to some of the top-notch sales teams using…
Hello Pipedrivers! Question about the use of CRM software for B2B companies
I am writing a report about how CRM softwares can enhance the performance/efficicency of B2B companies and about why a CRM software is useful especially for companies in the B2B Market. Does anyone have any information about this? Any comments, your own experience or links to access articles/data about this topic would be…
Tips for Improving Your Presentation Techniques
Hello, in our work with clients we help them develop skills on "storytelling", thought I'd share this blog post on "5 Quick Ways to Drastically Improve Your Presentation Technique". You can check it out here ... https://academy.dotankdo.com/blog/5-quick-ways-to-drastically-improve-your-presentation-technique/

Best Practices

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