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I am looking to connect with other business consultants and brain storm best use cases for using Pip
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๐ง Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | ๐ฝ๏ธ 2 mins
https://www.youtube.com/embed/GrTjIitPw-YLearn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. Recap all four levers: * How to add more deals * How to go after larger deals * Plug the leaks in yourโฆ
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Now live: Email Sender Name Editing in Sales Inbox ๐ฎ
โ ๏ธ Update: this is already live, learn all about it here. โ ๏ธ ______________________________ Currently when sending emails from Pipedrive, users cannot edit the name that appears in the "Fromโ 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:โฆ
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Lead data has disappeared
I'm having trouble with using Pipedrive. My Lead data has disappeared and also I'm not able to add any lead/deal. https://share.getcloudapp.com/ApuRzdb6ย
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๐ง How to Go After Larger Deals - Sales Pipeline Course: Chapter 5 | ๐ฝ๏ธ 2 mins
https://www.youtube.com/embed/9GZyvG491V8Four things you need to focus on in order to start going after large deals: 1. Learn about how bigger companies purchase. 2. Focus on bigger companies with bigger budgets. 3. Present logical add-ons and bundle multiple products and services into a deal. 4. Envision yourself closingโฆ
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New: Automate your Leads with Workflow Automation ๐ค
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 andโฆ
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Organisation data for the deal
Do I have to fill in details of the organisation that I am making a deal with everytime, or can the tool fetch the data from the organisation? I guess it copies the data to organisation when I fill in the data for the deal?
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Planned: emailing in Leads ๐จ
Prototype subject to changes. We are proud to announce that we are building the possibility to send and receive emails without leaving your lead view, and also to link emails to leads. This way never you'll never lose the context of your work and all the emails are transferred once the lead is converted to deal and viceโฆ
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New: Forecast Goals are live for Professional plan ๐ญ ๐ฏ
* Professional plan only * New goal type โForecastโ is introduced * Shows cumulative results of open and won deals * Won deals are shown by won time * Open deals are shown by the expected close date * This goal is measured by the deal weighted value Learn all about Goals with: * our Knowledge Base tutorials * our blogโฆ
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๐ง Plug the Leaks in Your Pipeline - Sales Pipeline Course: Chapter 6 | ๐ฝ๏ธ 2 mins
https://www.youtube.com/embed/LtQ2I8O3eSwLearn why plugging the leaks in your sales pipeline is an important step if you want to increase your closing rate in this video. The 4 key steps: * Work with the right people. * Go before youโre invited. * Drop the wrong prospect as soon as possible. * Get to know your potentialโฆ
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Set up question for a Business Broker
Hi everyone, I'm a business broker and my deals represent companies that I'm helping to sell. I associate my client (the seller) with each deal, but I'm struggling with associating and tracking each buyer with a deal. Buyers are often associated with multiple deals and will have a different status with each deal (i.e. "NDAโฆ
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Reopen an already won deal and mark it as won again
Hi all, How do you prevent reopening a deal that has already been won? The possibility to reopen a deal from the last reporting period and mark it as won again allows to influence forecasts and evaluations. Unfortunately, there is no way to restrict that by user rights. Andri Annuka gave us a good tip to use automation toโฆ
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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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Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline โ not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:โฆ
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Mailigen Syncbot to Pipedrive actions
Great Interaction with Pipedrive support yesterday. I was typing up an internal note but I figured to share. I am thinking of putting all my pipedrive notes on posts so I can have everything in one place and share a little bit of knowledge. Mailigen syncbot to pipedrive supports - The options are that you can: * - Createโฆ
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Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so theyโฆ
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๐ง How to Add More Deals - Sales Pipeline Course: Chapter 4 | ๐ฝ๏ธ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put newโฆ
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Data in leads vs data in deals, I don't get it
Please help me with the following problem. I put a lead in leads. Then I search for the person in pipedrive. I can't see anywhere if this person is a lead. So I make a deal with this person (and organization). I can't see this deal with this person in Leads. So I have a person and organization with a deal and the sameโฆ
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Most efficient process for having admin staff creating deals
We want admin staff to have the capability to add deals for a specific pipeline, including adding some initial notes, and attaching files. The pipeline will then get worked by another user (Sales). What is the most efficient process concerning owners, etc.
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Send won conversions to Google Analytics
Hello, Pipedrive community! I have a question about pipedrive-GA integration. When WON, how can I pass this event to google analytics goals? I know there are third services that offer data integration. But I couldn't find specific events with WON there. You would really help me.
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Question: How to track leads that are converted to deals
I have many deals that are converted from leads. Then how can I see only these deals in pipeline view? I'd like to measure the efficiency of leads, and I'd like to know the ratio of leads converted to deals.
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Email to as deal owner rather than limited options?
Any idea on how I can have the email sent to the owner of the deal that is associated with the activity rather than the activity creator?
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how transform business in person?
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Deal moves to different organisation
Hi everyone, I'm having a lot of issues with deals changing to different organisations when a contact moves to a new company. I walked through this problem a couple of months ago with someone from the Help team but didn't really solve it. For example, Joe Smith moves from ABC organisation to DEF organisation. When I lookโฆ
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๐ง Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | ๐ฝ๏ธ 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 closeโฆ
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New: Goals in Insights! (gradual rollout) ๐ฏ
Why? For the users who already enjoyed the Goals feature in the previous incarnation of Pipedrive's Reports, this needs no explanation -- and you certainly voiced how much you missed them during this transition period, for which we appreciate your patience. ๐ For the users who already joined us in the Insights era: Goalsโฆ
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How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.
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New: OneDrive and Sharepoint now in Sales Documents! ๐
Why? Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place. For whom? Users in theโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ํํฐ ์ค์ (์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋ ๋์์ ๋ณด๊ธฐ)
์ง๋ฌธ: ํ์ดํ๋ผ์ธ์์ ์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋๋ฅผ ๋์์ ๋ณด๋ ค๋ฉด ์ด๋ป๊ฒ ํด์ผ ํ๋์. ๋ต๋ณ: ํํฐ ๊ธฐ๋ฅ์ ์ด์ฉํ์ฌ ์ํ๋ ์กฐ๊ฑด์ ์กฐํฉํ ์ ์์ต๋๋ค. * ๊ฑฐ๋ ์ํ๊ฐ '์งํ' * ๊ฑฐ๋ ์ํ๊ฐ '์ฑ์ฌ' ์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋๋ฅผ ๋์์ ๋ณด๋ ค๋ฉด, ์ ๋๊ฐ์ง ์กฐ๊ฑด์ OR ๋ก ์ฐ๊ฒฐํ๋ ํํฐ๋ฅผ ์์ฑํ์ธ์. ์์ธํ ๋ด์ฉ์ ์ฒจ๋ถํ ๋์์ ์ฐธ๊ณ ํ์ธ์. ์ฐธ๊ณ * Filtering - from Pipedrive Knowledge Base * ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ๊ณ ๊ฐ ๋ชฉ๋ก ํํฐ๋ง * ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: '๋ถ๊ธฐ๋ณ ์์ฑ ์งํ์ค ๊ฑฐ๋ ๋ณด๊ธฐ' ํํฐ ์ค์