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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...:-)
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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…
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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!
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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…
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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…
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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.…
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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 ™.
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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…
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⏰ 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…
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🧠 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…
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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,…
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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…
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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…
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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/
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Looking for inbound/outbound pipeline workflows & best practices.
Hi all, Hope this will resonate with some of you and get a discussion going. I'm very much interested about recommendations and tips regarding the best/most efficient way to handle inbound and outbound leads and deals on Pipedrive. More specifically, how to accurately track inbound vs outbound performance all along the…
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🧠 Understand the Numbers Game - Sales Pipeline Course: Chapter 1 | 📽️ 2 mins
https://www.youtube.com/embed/AFvgwM9D5a0Welcome to the beginning of our Sales Pipeline Course! In this first short video, Pipedrive Co-founder Timo Rein helps you understand what a sales pipeline is and how it can help you grow your sales. Depending on your industry, these stages may be different but the principle is the…
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3 tips for writing better subject lines (with examples)! 💡
1. Keep the subject line to the point A report by Retention Science found that subject lines with 6 to 10 words deliver the highest open rate, making 8 words an ideal number for a subject line. If a subject line is too long, it will get cut off and your reader will not know what the email is about (and could ignore it).…
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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
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Dear Community. I wanted to ask you about your experience with implementation of pipedrive. Have you
Dear Community. I wanted to ask you about your experience with implementation of pipedrive. Have you used outsource partners to integrated pipedrive or something different? Our company have around 150 people and as you can imagine, there is a number of stakeholders to think about and to integrate (aftermarket sales,…
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Force organization of 'Random' filters
I use an Omega symbol at the front of a filter name to force it to the bottom of the list to keep the list clean and organized.
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Want to sell socially on Linkedin? Just watch this short video
In today’s episode, we have Jason from Lola.com. Jason posted something really interesting on LinkedIn about the social selling strategy for LinkedIn. If you trying to find out how to be a social selling superstar, make sure to stick for the entire 4 minutes. https://www.youtube.com/watch?v=xlh10M4Ge8EThis message has been…
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💥 2 guaranteed ways to generate more leads! 🔥
⚡ Write/Record useful content for your target users There is no better way to generate quality leads for next to no cost at all if you can generate posts or videos or podcasts that help your target audience solve problems they go through in their work/life. A good example of it is Jeb Blount, who makes my favorite podcast…
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5 metrics that will help sales managers make better decisions
Average Sales Cycle: This will show you what’s the time taken for the deals to complete and will give you an idea of whether your sales team is slacking or cruising in terms of closing deals. Average Sales Price: Using this metric, you can negotiate confidently with customers or even try to capture more revenue by…
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The most simple thing to remember for being a better salesperson!
Sahil Mansuri, CEO of bravado and previously VP of sales at multiple SaaS companies thinks there are no simple answers to questions like “How can I be a better salesperson?” & “What are the qualities of a good salesperson?” In this interview he talks about learnings from his 11 years of sales journey, starting from an…
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Como fazer um inventário de estoque do seu e-commerce?
https://ferramentasdorainmaker.com.br/2020/12/22/como-fazer-um-inventario-de-estoque-do-seu-e-commerce/