Learning

Thursday Topic: Success Stories 💪🏆
This week the focus is on you: tell your community peers your success stories (pro tip: you don't need to be a Pipedrive user, we just want to spread the good news!) * How did you flip that lead that seemed lost into a deal and a signed contract? * What was your lightbulb moment about the best way to approach negotiation?…
March's New Apps Spotlight!
Check out 5 new apps featured in this month's App Spotlight. * LabelCall - Highlight your brand with a personalized approach and make your clients feel welcome. Provide an individual experience for your customers. * LinkPort - Import LinkedIn contacts to Pipedrive in a click. Save hours from manually copy-pasting contacts.…
Chat bot & Live Chat tips needed!
We have recently introduced the Chat Bot > Live Chat feature onto our platform as a way to boost lead generation and to gather CSAT feedback. However, we are keen to 'see it in action' or have some examples before we settle on the flow we use, message types, waiting times etc. Is there anyone here that would be willing to…
Drafting mails from PipeDrive: layout issues
How are you experiencing drafting mails from Pipedrive and do you have any solutions on layout-issues? I feel limited by the lack of any editing possibilities regarding fonts, sizes etc. Especially when copy-pasting text from other sources. Ps.: advanced license
⏰ 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…
We just acquired another company who uses pipedrive as well. How can I import their existing pipeli
What is the best process for this kind of automation?
I want to automate a bunch of Activities (say around 10) that happen in successively longer periods of time. For example when a Deal enters and new Stage, I want to follow up after 1 day, then 2 days, then 3 days, and so on. I could add them all at once, but it seems clunky to have 10 Activities all scheduled at the same…
New: Insights can now export all report fields at once 📊 🧾
Another great step forward on Insights: you can now export you report's data into a spreadsheet all in one go. For whom? All plans. How does it work? * for Deals and Activities reports * select and unselect the fields you want * click Export If you can't see the Export button, clearing the cache and cookies in your browser…
🧠 Unpleasant Things Get Results - Sales Pipeline Course: Chapter 10 | 📽️ 2 mins
https://www.youtube.com/embed/vONsJfLHwiw?ref=community_postRejection is an important part of sales. Making contact with nicer prospects, like mid-level managers is easier and conversations less stressful but you will not sell very much as you're not dealing with any decision-makers or influencers. Learn how to make the…
Will hitting reply forward the original email?
Help! I am fairly new to Pipedrive and and struggling with simple things like how to send a quick follow-up email on top of the original email. HItting Reply doesnt seem to send the original too although they appear as connected in pipedrive.
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
How to split a contact name into first- and surname
I understand from the forum that the fuction to split contact names into first- and surname needs to be enabled individually. Can this be done via this request?
Soft Skills: Das entscheidende Verkaufsmittel, das aber fast alle Manager vernachlässigen
Soft Skills sind mit die wichtigsten Mittel im Repertoire eines Verkäufers. Die richtigen Soft Skills können Ihnen direkt dabei helfen, Ihren Umsatz zu steigern und Ihr Unternehmen zu vergrößern. Zu den wichtigsten Soft Skills gehören: * Kommunikation (am Telefon, per E-Mail und von Angesicht zu Angesicht) * Aktives…
Empty pipeline
Dear amazing ladies and gentlemen, I'm totally new to pipedrive. I'm a sales rep and my company added me to their account. My pipeline is still empty though. Question: Why is that? And do I NEED to complete the entire setup before to import the leads? A big thank you in advance. Roberto
Soft skills: The critical sales weapon almost all managers neglect
Soft skills are one of the most important weapons in a salesperson’s arsenal. The right soft skills can directly help you drive revenue and grow your business. Key soft skills include: * Communication (on the phone, over email and face-to-face) * Active listening and the ability to ask the right questions * Building a…
🧠 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…
Question: max size for file attachment and total amount of storage available
Greetings, I have two questions about file attachment in Pipedrive: * What is the maximum size of file attachment in Pipedrive? A dev community article says you can probably upload files as long as they are at most 50 MB, but I need to give an exact size limit to my potential clients. * What is the total amount of storage…
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,…
2way sync Pipedrive Mailchimp GDPR challenge
We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from…
Thursday Topic: Relationship Management
If you're using a CRM you're already taking steps to track and manage your relationship with your prospects, customers and maybe even your suppliers. However, not only of CRM is relationship management made, and in Sales when you think you've seen it all you find yourself in a new jigsaw puzzle to solve. No amount of sales…
February's New Apps Spotlight
Check out 4 new apps featured in this month's App Spotlight. * Demodesk - allows you to connect Pipedrive with 30+ other services for free. Apiway is a free alternative to Zapier. * Kara.ai - an appointment scheduling CRM that helps you create appointment with your prospects. * Poptin - allows you to convert website…
🎥👀Pipedrive Academy Highlight: New Web Visitors Add-On demo is live!
https://pipedrive.hubs.vidyard.com/watch/bEVTJYKShYzTBrdubgqChE?In this video you'll learn how to use the Web Visitors add-on to create custom segments of engaged web visitors so you can cater your outreach and make a lasting impression. 🧠 To see more how-to videos like this and even get video demos of upcoming feature…
How do I email #sales calls to multiple clients at once?
#sales tips and tricks
New: Link Emails to Leads 🔗 📩
What is it? * Email linking to Leads in Email Inbox * Smart BCC for Leads * Auto-linking email for Leads For whom? All plans. What can I do? * View your previous emails exchanged with a Lead * Link your existing emails to your existing Leads * Automatically link email messages to Leads (also works with Smart Email BCC)…
🧠 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…
I am looking to connect with other business consultants and brain storm best use cases for using Pip
What are Sales Objectives? | 📽️ 1 min
https://www.youtube.com/embed/dUfyF7PlK8ALearn how you can set sales objectives for a clear roadmap showing what your sales team needs to do to help your company achieve its goals. Any sales objective that has a chance of succeeding needs to be set in steps: consider setting sales objectives using a SMART mindset. Read our…

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