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파이프드라이브 가이드: 도메인 이름 변경
질문: 체험판 계정 생성하고 abcd-efgh.pipedrive.com 이라는 도메인을 받았는데 여기서 abcd-efgh 를 회사 이름으로 바꾸려면 어떻게 해야 하나요 답변:' 회사설정'에서 '회사 이름'과 '회사 도메인'을 바꿀 수 있습니다. 1. 파이프드라이브 웹사이트 우측 상단 프로필 아이콘 클릭하여 '회사 설정' 선택 2. '회사 도메인' 옆 연필 아이콘 클릭 3. 회사 도메인 편집에 대한 경고 메시지 확인 4. 바꾸려는 도메인 이름 입력후 '저장' 버튼 클릭 참고 * Changing a company domain in Pipedrive from Pipedrive…
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파이프드라이브 가이드: 계정이 여러개 있을 때 전환하려면?
질문: 파이프드라이브 계정이 여러개인데 계정을 전환하려면 어떻게 하나요. 답변: '회사 바꾸기' 기능을 이용하세요 * 파이프드라이브 웹사이트 우측 상단 프로필 아이콘 클릭하고 * '회사 바꾸기' 선택 참고 * How can I switch between multiple Pipedrive accounts? - Knowledge Base
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Here is a system to close big deals in one call!
We got Evan Santa, Sales Manager at Vidyard to spill out the secret in a 5-minute interview. He does not believe in the separation of B2B and B2C customers. The idea is the same people who are purchasing in the B2C space are also purchasing in B2B space. He thinks most sales companies are following an old method of 4-month…
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Community Roundup - Volume 6
It's Monday, you know the drill! We selected the most interesting discussions going on in the Community and deliver them to you on a silver platter.✨ Check out the links below and join in the conversation: 🔥 Overcome Long Sales Cycles 🔥 Including Videos in Emails 🔥 Workflow Automation Tips from Users ➡️ Follow the…
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파이프드라이브 가이드: 데모 초대 URL이 만료되어 로그인을 못한다면?
질문: 체험판 가입하여 데모 초대 이메일을 받았는데 초대 URL이 만료되어 로그인 할 수 없어요. 어떻게 해야 하나요? 답변: 파이프드라이브 웹 사이트에서 로그인 암호를 초기화하세요. * https://app.pipedrive.com/auth/login 에 방문하여 * '암호를 잊으셨나요?' 클릭하여 * 데모 초대 이메일을 받은 이메일 주소를 입력하세요. 위와 같이 진행하면 로그인 암호를 초기화하여 로그인 할 수 있습니다. 참고 * 파이프드라이브 패스워드가 기억나지 않는 경우, 위와 동일한 방법으로 패스워드를 초기화 할 수 있습니다.
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Downloadable Sales Calendar: What Key Events Should be in your Diary in 2021? 📆
Although many of the year’s key sales events in 2020 moved online, they still provide key opportunities for sales professionals to learn, promote their brands and network with others in the industry. Plan your end to 2020 and start to 2021 with our sales calendar article and accompanying downloadable version. We’ve also…
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🗣️ Community Roundup - Volume 5
Another week, another selection of some of the most interesting discussions here in the Sales Community for you: 🔥 Marketing Management Tips using Pipedrive 🔥 How Do You Deal with Tough Clients on Cold Calls? ➡️ Follow the Community Roundup topic and never miss the trending discussions! ➡️ See a cool discussion we didn't…
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Skicka fakturautkast direkt från Pipedrive
I veckan fick jag en fråga från ett företag om det går att fakturera direkt från Pipedrive. Jag vet att på Pipedrive Marketplace finns en hel del appar som hanterar just detta. Kollade runt lite på kundrecensioner och många var missnöjda. Men varför inte en gång för alla utreda detta för mitt eget bolag? Resultat: Nu…
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📽️ Webinar video: Dux-Soup and Pipedrive - Automating LinkedIn activity from your CRM
https://www.youtube.com/watch?v=hMd8WN_U4Qo If you missed it live, worry not! Watch the recording right here and learn how you can automatically manage your LinkedIn activity through Dux-Soup Turbo from Pipedrive: * Create, update and enrich your CRM data directly from LinkedIn * Update your CRM when new connections are…
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In Case You Missed It - November 2020
https://pipedrive.hubs.vidyard.com/watch/VFNqNRwLfyy85k5i2qM1W6?In case you missed it - we've got Web Visitor tracking, expansion in Taiwan, and better reporting for your Products. You can now see which products are selling more than others - and who is selling each product more efficiently. Read more about it here: 🇬🇧 In…
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Webinar today: Automating LinkedIn activity from your CRM (Nov 10th, 2020)
🚀 Later today we're taking part in a webinar with Dux Soup focused on 'Automating LinkedIn activity from your CRM'. Time: 8am Pacific, 11am Eastern, 4pm GMT, 5pm CET 📌 Save a spot and register now for free!
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Lead source and tracking
I have been tracking the lead sources (both inbound and outbound) in a custom field like SEO, PPC - Gooogle, PPC - Facebook, Referrals, Outreach etc. I would like to get a bit more detailed report on these sources. For example, for inbound leads - it could be Phone call, Email, Live Chat etc. It's more like nested sources…
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Recording 🇺🇸 US community meetup: Leveraging third party apps to Sell More with less effort.
https://pipedrive.hubs.vidyard.com/watch/FggK2MGtn5XwnznwqEcPbpMonday the 2nd of Nov, a few hundred enthusiastic 🇺🇸 community members and Pipedrive users got together 🚀 We listened to Boris Tsibelman, automation expert, Pipedrive partner and founder of AxisConsulting and Justin Stephens, a veteran Pipedrive user and…
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Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…
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🇺🇸 US community meetup: Leveraging third party apps to Sell More with less effort.
👉Register here 👈 Drop your questions in the comments down here Topic: Leveraging third party apps to Sell More with less effort. Date/time: 2nd of November 2PM (EST) Duration: ~1 hour Speakers: Boris Tsibelman, automation expert, Pipedrive partner and founder of AxisConsulting and Justin Stephens, a veteran Pipedrive user…
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Community Roundup: Volume 3 🗣️
The salespeople and users in our dear Community keep on feeding it with noteworthy content and it makes us so proud. 🔎 This is this week's handpicked selection of some of the most interesting discussions. Join the conversation! Sales related discussions 💰 * 3 Ways to Deal with 'I Am Not the Right Person' Sales Call…
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11 Welcome Email Examples to Engage New Customers 💌 ⚡⚡
The welcome email is an email sent to a new subscriber or customer after they’ve signed up to your email list. It is the digital equivalent of a cashier handing you a receipt, thanking you for your purchase and pointing out other items to consider buying on your next visit. The welcome email, either standalone or in a…
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Is a channel sales strategy right for your business? 🤝
A channel sales strategy, in contrast to a direct-sales strategy, involves using partners and third parties—such as affiliates, distributors or resellers—to sell your products or services. Channel sales is meant to help you develop new revenue streams beyond your direct-sales reach. This strategy works best when you…
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WorkFlow Automation
Hey . I'm a new Pipedrive user and im thrilled to start with it ! I wanted to ask you all as a community about the automations in Pipedrive, what automation do you all use ? why do you use these automation ? how did you create it ? If you have some tips for automation that made your life easier please leave a comment .…