Learning

Ist der Versand von Kalt-E-Mails nach wie vor der beste Weg, um neue Leads zu erreichen? 💡
Die aktuellen Anpassungen der Allgemeine Datenschutzverordnung (DSGVO) von 2016 hat Änderungen bei der Art und Weise, wie wir Kalt-E-Mails verfassen und versenden, mit sich gebracht. Sind diese nach einigen Jahren der Adaptierung immer noch der beste Weg, um neue Interessenten zu erreichen oder erzielen Sie mit anderen…
Data Works, And Then It Doesn’t. A Salesperson’s Look At 2021 Planning.
One of the truths in sales is that repetitiveness is the path to oblivion, both for your company and your role as a manager. With the new year here, take time to hit that refresh button and look at your forecast with a critical pair of eyes. Don’t assume anything. Don’t think you control your market or customers. Let the…
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. "NDA…
The ‘Friday’ Opportunity: Big Data Shows The Day With The Biggest Sales Potential
Wednesday (hey, look at that, it's today!) is the international day of closing and working really really hard, seemingly agreed upon by most salespeople all over the world. There’s no agreement about the best day to sell or prospect. Even Monday, which has the reputation for being a “bad” day for closing, is the best…
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!
Thursday Topic: Community Tips & Settings
https://pipedrive.hubs.vidyard.com/watch/XLX4F37tcwTzTpUK233FT5?Inception! This Thursday's topic is Community Tips & Settings: have the Community experience you want, tailored to your interests and your time. Did you know you can control when and where you get Community notifications? The video above will walk you through…
⏰ Event: How to sell to SaaS to SMEs at scale? | Feb 10th, 2021
How do you sell into a SaaS market with numerous strong competitors? This wednesday, Clubhouse will be discussing strategies and tactics to become a key player in the market for CRMs with @Michael Schrezenmaier, Jasper Masemann and Jens Hutzschenreuter. Digitalization, B2B Sales, SMEs and CRMs will be on the menu. Both…
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: * - Create…
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 they…
🧠 How to Add More Deals - Sales Pipeline Course: Chapter 4 | 📽️ 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 new…
New: Note Scanner for Android mobile app live this week! ✍️ 📲
Pipedrive Note Scanner for Android What? For those who like to take notes with pen and paper, Note Scanner allows you to transcribe your handwritten notes or print documents into Pipedrive! How? * Click the Notes Scanner button in any Note view in the mobile app. * Take a picture of your writing/printed text. * Notes…
January's New Apps Spotlight
Check out 4 new apps featured in this month's App Spotlight. * Apiway - allows you to connect Pipedrive with 30+ other services for free. Apiway is a free alternative to Zapier. * EasyCalendar - an appointment scheduling CRM that helps you create appointment with your prospects. * Mapsly - allows you to analyze and…
Ich habe eine Frage zu Label Funktion in Pipedrive ( siehe Video )
Danke Ich habe weitere Labels vergeben. Sie tauchen aber in der Workflow Automation nicht auf. Nur die 4 Standard Label sind dort. Gruß Florian https://www.loom.com/share/0599ddbba49742aa93867299ca6e9dc9
🧠 Sales Pipeline Course: Chapter 3 - Get Your Pipeline Stages Right | 📽️ 2 minutes
https://www.youtube.com/embed/yKqM-IcmtCATo define the stages of your sales pipeline, you need to work out the stages in your sales process that your team follows to get customers. Doing this saves time and gets everyone in sync. It also helps you set more specific activity goals. In today's chapter, Pipedrive Co-founder…
Do you know which channel your prospects like to be reached out on?
https://www.youtube.com/watch?v=Yy1puXAvEWM
👀 Have you seen the Pipedrive Academy yet?
https://pipedrive.hubs.vidyard.com/watch/2Kc9K4SV3kHuf51N5z19Ca? If you didn't know - now you do. The Pipedrive Academy is where you can see all of our video content in one place without any distractions. You can learn all the basics of Pipedrive plus access a lot more How-To content and webinars. 🧠 So if you enjoy a…
Mailigen Subscribers from multiple sources
Ok, So we are getting started with Mailigen and I have a question about if something can be accomplished. We will have a newsletter that goes out and we want it to go to a group of people that originate from pipedrive and also that originated from an imported spreadsheet directly into mailigen because we don't want a…
email lists label
If you are adding a custom field to your people records to define which email lists they will be a part of you can get a little fancy by adding a trademark label to the field description. On a mac press option and the number 2 for ™.
⏰ Event: Feature Canvas for Your Next Product or Service Idea | Jan 26th, 2021
Explore the framework to start working on a feature or idea, keeping in mind users, problems, and context. 📌 Who is it for? Product leaders, researchers, UX/UI designers, marketers, CX leaders, and everyone interested in building human-centric products and companies. Register for free here. 🔔 Follow our Events topic to get…
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 look…
🧠 Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | 📽️ 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 close…
New: Leads API scope added by Zapier 🤖 🔛 🅿️
What does this mean, what do I need to do? If you're one of our 20,000 users who have installed the Zapier app you probably already received a notification about this from Zapier, but no harm in announcing it here too. To take advantage of this new API scope (building zaps that utilise Pipedrive's Leads), simply…
New: Goals in Insights! (gradual rollout) 🎯
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. 🙏 For the users who already joined us in the Insights era: Goals…

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