Learning

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…
⏰ Event: Create Events People Actually Want to Attend, by Splash | Feb 25th, 2021
Your job is to grab your audience’s attention. Only now your “venue” is where diapers are changed, pets go rogue, and responses to Slack pings have passed the point of Pavlovian. Join experts from Slido and Walls.io to find out how to create events people actually want to attend. You'll learn how the best captivate their…
⏰ Event: Having a Difficult Customer Conversation, by APS | Feb 24th, 2021
Uncover the science and psychology underpinning the best responses to hard customer calls, enabling you to protect pricing and loyalty. 📌 Learn more and enrol here. 🔔 Follow Events to get notified about events of interest for different industries, locations and languages. Did you know you can post events too?
🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 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 your…
🔥🔥🔥 DUX-SOUP: Acelera tu crecimiento en Linked In
💛 Me animé a grabar un tutorial corto (5 min.) de una herramienta que ayuda a conocer a más personas en Linked In en el menor tiempo posible (siempre buscando generar valor a la red) 3 recomendaciones para usar esta herramienta en Linked In: ① Cuida la frecuencia y tipo de redacción que uses en tus mensajes ② Busca ofrecer…
Thursday Topic: Sales Strategy♟️
You're probably already following the Sales Processes topic, but did you know that we have a dedicated one for sales strategy ? Processes are vital but it's good to have a swiss army knife in your pocket should something unexpected happen, especially in these (...yes, we're going to say it...) unprecedented times. So head…
Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
New: Edit your Email Sender name 📮
What can a user do? Good news! You can now change the name seen by recipients when sending emails from Pipedrive. For example, your job title, your full name, nickname, etc. Note that this feature isn’t available on Microsoft services, as unfortunately Microsoft servers don’t allow to edit the sender name. You can use this…
⏰ Event: Power of Interview - Customer Interview Techniques Workshop, by UXPressia | Feb 24th, 2021
Enjoy practicing interviewing process, playing with questions, and receiving feedback on what you do? To get quality insights from your customer interviews you need practice and feedback. This workshop is an effective and fun way to get both. Uxpressia facilitates the process so that each participant gets feedback and…
🎥👀Pipedrive Academy Highlight: New Insights Tutorial is here! (with Goals)
https://pipedrive.hubs.vidyard.com/watch/CXW1KFEbWtagUGgR5Bohb8?Insights has been rapidly improving as you all probably know. With the Goals feature brought back into gear it was time to refresh the tutorial video on Insights. I hope this helps many of you who are getting into the swing of the new reporting system. 🧠 To…
🧠 How to Go After Larger Deals - Sales Pipeline Course: Chapter 5 | 📽️ 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 closing…
New: Automate your Leads with Workflow Automation 🤖
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 and…
Har du tröttnat på att hitta ett mötesdatum som passar alla?
Vem har inte mejlat och försökt hitta en mötestid som passar båda parter? Oftast går det några vändor fram och tillbaka innan det är klart. Tar en del onödig tid, ett rent slöseri skulle jag säga. Med Pipedrives funktion SCHEDULER eller FÖRESLÅ TIDER som det heter på svenska förenklas denna hantering. Hur kan du läsa här.
⏰ Event: The 3 Biggest Mental Health Concerns At Work, by Catalyst | Feb 22nd, 2021
It's been a rough year. We need to talk about it. And then take action! Normalizing the topic of mental health at work begins with talking about it. This event brings together leaders from Headspace, Spring Health, and Catalyst to get the conversation going and hopefully inspire action. 📌 Enrol here. Did you know...? * 94%…
New: Forecast Goals are live for Professional plan 🔭 🎯
* Professional plan only * New goal type “Forecast” 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 blog…
🧠 Plug the Leaks in Your Pipeline - Sales Pipeline Course: Chapter 6 | 📽️ 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 you’re invited. * Drop the wrong prospect as soon as possible. * Get to know your potential…
אוטומציות בין סמוב לפייפדרייב
Hi friends! I want to create automations for creating and / or updating contacts between Pipedrive and Smoove. I want either one to pull data from the other, and update fields or create new contact, if none exists. My contacts have custom fields. The main one which I am getting a headache from is the events history. I want…
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...:-)
Pipedrive Academy Highlight: How to Make Calls from Pipedrive on your Desktop or Mobile Phone
If you haven't seen it or tried already - the Pipedrive Caller is your best solution for making quick calls to your contacts while automatically storing the actual audio file in your deal and contact profile - shaving off more valuable time for you and giving you peace of mind that all your data is in one place. 🧠 To see…

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