Learning

Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
Duplication's feature improvement request
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
Pipedrive Named Best Real Estate CRM Software of 2021 🏆
Pipedrive was ranked among the most proficient solutions for managing clients and tracking sales activities in the real estate market. Digital.com, a leading independent review website for small business online tools, products, and services, has named Pipedrive among the best real estate CRM software of 2021. The top…
Task/Checklist for every Deal in the Pipeline
We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
Multiple Email integrations
Hi all I am currently using PipeDrive for running the sales activities of 2 businesses. I love the email integration but unfortunately you can only integrate one Mailbox in the system. Is the development of having multiple emails integrated into the dashboard on the roadmap. Or to achieve this do I have to have one…
Pre-qualification pipeline
What would be your thoughts on using a pipeline to pre-qualify leads? Pre-qualification would include: * Validate contact information * Validate that the service request match the company offering * Location (covered area) * Urgency When leads does not qualify a reason would be provided. When leads does qualify, a workflow…
MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
VENDA CONSULTIVA: O QUE É E PORQUE APRENDER!
Venda Consultiva: o que é e porque aprender! A Venda Consultiva é uma abordagem de vendas hiper focada no cliente, e não no produto que está sendo vendido. É a técnica “espinha dorsal” de todas as técnicas de vendas! A sua importância é tal, que a consideramos mais uma “filosofia de vendas” e não uma simples técnica ou…
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
This one is for all the sales leaders from the Pipedrive community!
I know you’re worried about the approaching slowdown - we all are! That’s why Jason Bay, Chief Prospecting Officer at Outbound Squad and Sandeep TM, Head of Inside Sales at Outplay are getting together to talk about how sales leaders everywhere can prepare for it. Join them in an insightful webinar as they talk their own…
Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
What is the easiest way to get a Persona out of your won deals?
Has anyone found a way to identify the persona of your own deals? e.g. statistics on won deals per company size, per industry, per position in the company of the buyer? Maybe there's an add-on I did not see? I'll happily pay for a solution that helps with this
CLOSED: Your Pipedrive journey - Conversation about where and how did we help to boost your business
Edit: Research concluded, thank you all for your interest. I would love to hear your story about your WHYs = motivation to start using the CRM tool and the "business boosting" effect you see/track/measure in your company since you use it 🤔 Please share: Your onboarding journey with Pipedrive, your wins and struggles during…
Data Security: Renewed ISO, SOC2 and SOC3 Certificates 🔐
Pipedrive has successfully completed audits for its System and Organization Controls (SOC) 2, SOC 3, and ISO/IEC 27001:2013 certificates. The combination of ISO 27001 and SOC 2 and 3 is a clear indication of the company’s commitment to transparency and continuous improvement of the information security management…
Are you missing out on the language channels? 🌎 🌍 🌏
Each country has its own characteristic way of doing sales. Learning these tools of the trade can be a dealbreaker and sometimes only someone who's walked that road can advise you. Did you know we created dedicated language groups for you? Join as many as you like: whether because you’re based there do business there are…
5 Black Friday email examples to generate more sales 📈
It’s already the time of year to dust off your creative cap and design your Black Friday email marketing campaign. Black Friday is one of the most important times of the year for businesses, especially those in ecommerce. Last year, Black Friday shopping broke records with a mind-boggling $9 billion spent, and 2021 could…
🔴 LIVE WEBINAR "How to Import your Data", with our Support Team every Tuesday and Thursday
📌 Register here to join our event! How to get your data in your Pipedrive account; get a live demonstration and Q&A from the support agents' experts. You’re invited to join our live webinar about Import! During the session, our team will showcase to you the product, explaining in detail how it works, and much more. You’ll…
🔴🎙️ Today, June 30th: Live Webinar with Pandadoc and Good Work: Streamline Proposals and Close Deals
📌 Register now and reserve your spot! A true story of success from the owner Discover how Garrett Winder built the time-saving process that's helped Good Work see 5x the leads and revenue for his web development business. This efficiency made it even easier to grow business and offer new products to clients all while…
No-shows
Olá! Em minha empresa enfrentamos um problema com no-show de agendamentos para demonstrações agendadas com os prospects. Atualmente no Pipedrive não há nenhuma opção para marcar uma atividade como "no-show". Ou seja, a atividade deve ser editada ou então, concluída. Gostaria de opiniões de como proceder com o registro…

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