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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…
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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…
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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
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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…
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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…
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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…
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🔴 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…
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🔴🎙️ 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…
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Organize and Optimize your Account for Success webinar Q&A
Dear Pipedriver, 💎 we would like to thank you for attending our Organize and Optimize your Account for Success webinar that happened last week. We hope you liked it. If you missed our event then the recording can be found ➡️ HERE ⬅️ All your questions have been answered and you can see them here under the replies. We…
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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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파이프드라이브 가이드: 파이프드라이브의 중복 데이터 병합
파이프드라이브에서는 중복된 데이터를 병합할 수 있는 '중복 병합' 기능을 제공하고 있습니다. 파이프드라이브 내에서 중복 데이터를 병합하기 위해서는 아래 화면을 참조해주세요. 주의: * 파이프드라이브의 중복 병합 기능은 '고객' / '조직' 중복에 대해서만 병합이 가능합니다. * 거래를 병합하기 위해서는, 개별 거래에서 병합할 항목을 찾아 병합해야 합니다. 파이프드라이브 중복 식별 기준: * 고객 : 고객 이름이 동일하고, 고객의 1) 전화번호 / 2) 이메일 주소 / 3) 고객이 소속된 조직 중 1개 이상이 동일할 때 중복으로 인식 * 조직 : 조직 이름이 동일하고, 동일한…
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🏆 ☎️ Success Story: How a phone sales pro cracked the formula to successful cold calling
https://pipedrive.hubs.vidyard.com/watch/pMs56hp6B2zkFukMdqD6aK?⚙️ Click the cogwheel for subtitles in English, German, French, Spanish, and Portuguese. The Community success stories return with a special guest, Pipedrive's own Sales Operations Manager @Joe Kenny . In this video, Joe shares his personal experience of how…
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파이프드라이브 가이드: Zoom 연동하기
파이프드라이브는 Zoom / Google Meet과 같은 영상 미팅 솔루션을 연동해서 사용하실 수 있습니다. 영상 미팅 솔루션 연동을 통해 파이프드라이브에서 쉽게 영상미팅을 예약하고 인바이트를 보내 고객과 미팅을 진행할 수 있습니다. 참고사항: * 캘린더 연동과 같이 사용할 경우 더 강력하게 사용하실 수 있습니다. * Google Meet / MS Teams 도 동일한 방법으로 연동하실 수 있습니다. 연동 방법 * 활동 생성 팝업에서 '영상 통화' 를 클릭합니다. * 설치할 영상 통화 솔루션을 클릭합니다. (본 예시에서는 Zoom을 예시로 진행합니다) * 'Install…
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9 after-sales service tips to keep new customers happy
Landing a sale from a new customer is one part of increasing revenue, but it isn’t the whole story. To scale your business, you need to turn customers into repeat buyers. And one way to do this is through quality customer service. Gartner found that customers who received a high-quality customer service interaction were…
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파이프드라이브 가이드: 슬랙 연동하기
질문: 슬랙을 사용하고 있는데, 슬랙을 연동해서 파이프드라이브 영업관리에 대한 알림을 받고 싶어요. 답변: 파이프드라이브에서 제공하는 Slack Integration을 이용해 알림설정 구현이 가능합니다. 참고사항: * 슬랙 - 파이프드라이브 연동은 파이프드라이브 > 슬랙 으로의 일방향 동기화만 지원됩니다. * 워크플로우 자동화를 통해 좀더 다양한 상황에서 슬랙 알림설정을 구현하실 수 있습니다. 구현 방법 * '도구 및 통합' > 'Slack' 으로 이동합니다. * 슬랙과의 연동을 위해 권한 허용 등을 완료하면, 위 화면과 같이 슬랙이 파이프드라이브에 연동됩니다. * 이제…
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“Pipedrive Marketplace: accelerate your sales processes with video calling apps” webinar Q&A
Hi Pipedrivers 💎 I'm sure that many of you attended Pipedrive Marketplace webinar this Tuesday with Jennifer and Vince, so thank you. It was super fun and exciting event. For those who missed it, here's the link for on-demand recording. As promised, here are all the questions from the webinar answered. You can see them…