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Planning in projects with an end/execution date
Use an execution date or end date instead of the start date in projects for planning! This way, we can easily plan by, for example, saying that a certain task should be completed 2 weeks before the end date. Would really help because we work towards and end date and every project has a different time line.
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Is it possible to stylise Teams Meeting Invites in Pipedrive?
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
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Date Ranges on Automations
Pipedrive automations only have due dates for automations but a date range feature is desperately needed. I have an automation rule to create new activities for my deals to indicate "Event Days" for each deal, but I need the deals to reflect the date range of the deal instead of a due date. This is important because I have…
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Need Help -> Tracking Event Participation
I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations? Here's one idea/concept we're exploring: * Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that…
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12 essential Dos and Don'ts for running a successful SMB
SMBs (small and mid-sized businesses) are a pillar of today’s economy. They provide jobs, power economic growth and drive innovation that positively impacts our lives. They’re agile and adapt quickly to changes in the market, making them resilient to economic downturns and well-equipped to deal with uncertain times.…
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Common challenges that SMBs are faced with, and effective strategies to overcome them
Small and mid-sized businesses (SMBs) face challenges that can impede their growth and success. Here are some of the most common and how you can tackle them: Limited resources: SMBs may operate on a shoestring budget and have limited access to capital, technology and human resources. One way to tackle this is by…
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Why supporting small and medium businesses matters for local communities
Small and mid-sized businesses (SMBs) are crucial to today’s economy – so much so that they’re often considered the backbone of economic growth and job creation. According to the SBA Office of Advocacy, SMBs make up over 99% of all businesses in the United States alone and are responsible for creating two-thirds of net new…
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[Closed] 🧠 🛠️ Pipedrive Hackathon: Generative AI | May 3rd-5th
EDIT: this session has closed; thank you all for your interest. Hey there, community members 👋 Helena from Pipedrive's Research Team here with some exciting news! We're thrilled to announce our upcoming Generative AI Hackathon, and we'd love for you to participate in it. As our valued partners and customers, your input is…
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📺 Webinar Replay! - Pipedrive Product Talk - 2023 🤩
Click here to see the replay of our 2023 Product Talk Watch our replay of today's session, where we’re focusing on what makes Pipedrive great, and discover more about the exciting road ahead of us here at Pipedrive. Find out more about our product evolution 📈 Get an exclusive preview of our 2023 roadmap 📅 Live Q&A with…
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Using Pipelines to Track Event Participation
Hello Pipedrivers. We are curious if any of you are using Pipedrive to track your company's participation in events. For example, we are looking to build an Event Pipeline and create Deals related to specific events. Then usher this Deal through the stages of submitting an abstract, attendee list set, registering our…
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(EN ESPAÑOL) Evento digital gratuito - Workshop LIVE Pipedrive CRM
Get onboard in spanish with Pipedrive CRM! Empieza a usar tu sistema Pipedrive CRM en español! Participa en este evento gratuito para configurar tu CRM. Participa aquí: https://app.livewebinar.com/902-055-190 Hemos creado un espacio para ti y tu equipo de ventas o marketing, aprenderás en vivo a usar tu herramienta CRM…
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“Product Talks: Review of 2021 and releases for 2022” webinar Q&A
Hi our dearest Pipedriver 💎 What an amazing event we had on the 15th of February with Maria and Tonya. If you didn’t have the opportunity to attend, be sure to watch the recording and fill yourself in on what wonderful plans Pipedrive has for you in 2022. 🎬 HERE you can access to on-demand recording We promised to give…
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Pipedrive Webinars: How to get MORE replies to your LinkedIn | Feb 22nd
In this webinar best-selling LinkedIn author and world-leading social selling expert Daniel Disney will show you and your sales teams how you can get more of your prospects replying to your LinkedIn messages and InMail's to help create more pipeline, more opportunities and ultimately more sales. Click here to register to…
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📺 💬 Live Event: Sell More With Email Marketing - Campaigns by Pipedrive | January 26th
⚠️ Warning: Attending this live event may cause an abundance of growth in sales. 😱 Register now and reserve your spot! Time to get some virtual socialization in! And what better way to do that than join our Live Event on January 26th, 9 am EST / 2 pm GMT / 4 pm EET I'll be joining the masterminds behind the project…
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Does anyone track events rather than individual ticket sales?
We are keen to track events we are hosting but each ticket is so mall it is not worth creating individual deals for in the pipeline. However, if we could move an event through and ticketed folk are 'attached' that would be ideal!
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📽️ Webinar | Custom-fit Pipedrive to suit your business’ needs | September 7, 2021
Register now 📍 | Tuesday, September 7th | 7am PCT / 3pm GMT Join Pipedrive pro @James Campbell and Customer Success team lead @Tonya Kilgore for a discussion and Q&A session on how to make the most of features like Custom fields, Multiple Customizable Dashboards, and Multiple Pipelines that help you to adapt Pipedrive to…
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From Zero to Launch - How the Pipedrive team launched a new product from scratch 🚀 | September 8, 20
🔔 6 pm EEST time (GMT + 3), September 8th: Don’t miss out on this event and reserve your spot today! 🔔 Most product professionals will have to work with an existing product or a subsection of it. Launching a new product is an experience very few go through. Luckily, these days Pipedrive is going through a transition into a…
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📽️ Webinar | Pipedrive + Kixie Webinar on 'How to build a #SalesTechStack'
https://www.youtube.com/watch?v=jfC_sgzB5LUIf you were not able to catch the live webinar last month, or just want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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Meeting Location should default to either the recipient or sender's physical address if available
We spend the time to add company addresses but when it comes to sending a meeting request to someone from a company that has got the address field completed, wouldn't it make sense if the default address field was the one that we spent time adding to the Organisation? There could also be a second pre-populated option to…
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📽️ Webinar | Beautiful reporting, actionable insights | July 28, 2021 📊
https://pipedrive.hubs.vidyard.com/watch/Ae5kqjtpa1CF1gDA46C4eH?If you were not able to catch the live webinar last week, or just want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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⏰ Webinar: Beautiful reporting, actionable insights | July 28, 2021
Join Pipedrive pro @James Campbell and Product Manager @Seda for a discussion and Q&A session on how to use our Insights feature to create visual reports that point the way to improve the performance. Date: Wednesday, July 28th Time: 7am PCT / 3pm GMT Register now 📍 🔔 Follow the Events topic to never miss out on what's…
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Registration is open! Pipedrive + Kixie Webinar on 'How to build a #SalesTechStack'
Hello dear community members, Hope you're having a great day! Daniel here from the Marketplace team over at Pipedrive! Join our Sales Ops Manager, Joe Kenny & Head of Sales, David Gable from Kixie, as they share insights that sales leaders should know when building a sales tech stack that works for every sales rep. Feel…
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📽️ Webinar | Workflow Automation: Make your processes magic 🪄 💫
https://pipedrive.hubs.vidyard.com/watch/m5SFpKQ5yrqsB8kMtBgHbK?ref=community_postIf you couldn't make it live or if you want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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📽️ Webinar | Lead Nurture: Tales from our Sales pros 🧠 💰
https://pipedrive.hubs.vidyard.com/watch/fmGP3QDTtr6qriBTdShYcd?ref=community_postIf you couldn't make it live or if you want to watch again, just click play. Grab your free seat for this Wednesday's webinar here! 🎫 🏃♂️ 🏃 🏃♀️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar. 🔔
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⏰ Webinar: Workflow Automation - Make your processes magic | June 30th, 2021
Date: Wednesday, June 30th - Time: 7am PCT / 3pm GMT - 📍 Register now! Join Pipedrive pro @James Campbell and Product Manager @Nuno Oliveira for a discussion and Q&A session to find out the best ways to use our powerful Workflow Automation tool to make Pipedrive do the work for you, saving you time to focus on closing more…
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B2B lead generation: Post-event activities
Hello, I work for a small SaaS company and we will be exhibiting at two events in September this year. However in the past we have struggled to create effective post-event nurturing campaigns. In most occasions, all of the leads went through them same automated process: * 1st email explained the company and its solutions *…
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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: Women Tech Global Conference 2021 | June 7-11th
📌 Learn more and get your ticket here. The virtual conference will bring women in tech, minorities and allies from all over the world together through an interactive platform featuring live ceremonies, keynotes, engaging panels, breakout rooms, country & chapter leader sessions, technical workshops, and networking with…