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Pre-qualification pipeline
What would be your thoughts on using a pipeline to pre-qualify leads? Pre-qualification would include: * Validate contact information * Validate that the service request match the company offering * Location (covered area) * Urgency When leads does not qualify a reason would be provided. When leads does qualify, a workflowโฆ
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VENDA CONSULTIVA: O QUE ร E PORQUE APRENDER!
Venda Consultiva: o que รฉ e porque aprender! A Venda Consultiva รฉ uma abordagem de vendas hiper focada no cliente, e nรฃo no produto que estรก sendo vendido. ร a tรฉcnica โespinha dorsalโ de todas as tรฉcnicas de vendas! A sua importรขncia รฉ tal, que a consideramos mais uma โfilosofia de vendasโ e nรฃo uma simples tรฉcnica ouโฆ
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Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can beโฆ
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New: turn off Activity pop-ups for Workflow Automations ๐
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?โฆ
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Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment weโฆ
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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 createโฆ
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This one is for all the sales leaders from the Pipedrive community!
I know youโre worried about the approaching slowdown - we all are! Thatโs whyย Jason Bay, Chief Prospecting Officer at Outbound Squad andย 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 ownโฆ
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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 ๐ค Please share: Your onboarding journey with Pipedrive, your wins and struggles duringโฆ
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Data Security: Renewed ISO, SOC2 and SOC3 Certificates ๐
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 companyโs commitment to transparency and continuous improvement of the information security managementโฆ
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5 Black Friday email examples to generate more sales ๐
Itโs 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 couldโฆ
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๐ด LIVE WEBINAR "How to Import your Data", with our Support Team every Tuesday and Thursday
๐ 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. Youโre 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. Youโllโฆ
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๐ด๐๏ธ Today, June 30th: Live Webinar with Pandadoc and Good Work: Streamline Proposals and Close Deals
๐ 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 whileโฆ
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Organize and Optimize your Account for Success webinar Q&A
Dear Pipedriver, ๐ 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 โก๏ธย HERE โฌ
๏ธ All your questions have been answered and you can see them here under the replies. Weโฆ
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No-shows
Olรก! Em minha empresa enfrentamos um problema com no-show de agendamentos para demonstraรงรตes agendadas com os prospects. Atualmente no Pipedrive nรฃo hรก nenhuma opรงรฃo para marcar uma atividade como "no-show". Ou seja, a atividade deve ser editada ou entรฃo, concluรญda. Gostaria de opiniรตes de como proceder com o registroโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ํ์ดํ๋๋ผ์ด๋ธ์ ์ค๋ณต ๋ฐ์ดํฐ ๋ณํฉ
ํ์ดํ๋๋ผ์ด๋ธ์์๋ ์ค๋ณต๋ ๋ฐ์ดํฐ๋ฅผ ๋ณํฉํ ์ ์๋ '์ค๋ณต ๋ณํฉ' ๊ธฐ๋ฅ์ ์ ๊ณตํ๊ณ ์์ต๋๋ค. ํ์ดํ๋๋ผ์ด๋ธ ๋ด์์ ์ค๋ณต ๋ฐ์ดํฐ๋ฅผ ๋ณํฉํ๊ธฐ ์ํด์๋ ์๋ ํ๋ฉด์ ์ฐธ์กฐํด์ฃผ์ธ์. ์ฃผ์: * ํ์ดํ๋๋ผ์ด๋ธ์ ์ค๋ณต ๋ณํฉ ๊ธฐ๋ฅ์ '๊ณ ๊ฐ' / '์กฐ์ง' ์ค๋ณต์ ๋ํด์๋ง ๋ณํฉ์ด ๊ฐ๋ฅํฉ๋๋ค. * ๊ฑฐ๋๋ฅผ ๋ณํฉํ๊ธฐ ์ํด์๋, ๊ฐ๋ณ ๊ฑฐ๋์์ ๋ณํฉํ ํญ๋ชฉ์ ์ฐพ์ ๋ณํฉํด์ผ ํฉ๋๋ค. ํ์ดํ๋๋ผ์ด๋ธ ์ค๋ณต ์๋ณ ๊ธฐ์ค: * ๊ณ ๊ฐ : ๊ณ ๊ฐ ์ด๋ฆ์ด ๋์ผํ๊ณ , ๊ณ ๊ฐ์ 1) ์ ํ๋ฒํธ / 2) ์ด๋ฉ์ผ ์ฃผ์ / 3) ๊ณ ๊ฐ์ด ์์๋ ์กฐ์ง ์ค 1๊ฐ ์ด์์ด ๋์ผํ ๋ ์ค๋ณต์ผ๋ก ์ธ์ * ์กฐ์ง : ์กฐ์ง ์ด๋ฆ์ด ๋์ผํ๊ณ , ๋์ผํโฆ
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๐ โ๏ธ Success Story: How a phone sales pro cracked the formula to successful cold calling
https://pipedrive.hubs.vidyard.com/watch/pMs56hp6B2zkFukMdqD6aK?โ๏ธ 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 howโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: Zoom ์ฐ๋ํ๊ธฐ
ํ์ดํ๋๋ผ์ด๋ธ๋ Zoom / Google Meet๊ณผ ๊ฐ์ ์์ ๋ฏธํ
์๋ฃจ์
์ ์ฐ๋ํด์ ์ฌ์ฉํ์ค ์ ์์ต๋๋ค. ์์ ๋ฏธํ
์๋ฃจ์
์ฐ๋์ ํตํด ํ์ดํ๋๋ผ์ด๋ธ์์ ์ฝ๊ฒ ์์๋ฏธํ
์ ์์ฝํ๊ณ ์ธ๋ฐ์ดํธ๋ฅผ ๋ณด๋ด ๊ณ ๊ฐ๊ณผ ๋ฏธํ
์ ์งํํ ์ ์์ต๋๋ค. ์ฐธ๊ณ ์ฌํญ: * ์บ๋ฆฐ๋ ์ฐ๋๊ณผ ๊ฐ์ด ์ฌ์ฉํ ๊ฒฝ์ฐ ๋ ๊ฐ๋ ฅํ๊ฒ ์ฌ์ฉํ์ค ์ ์์ต๋๋ค. * Google Meet / MS Teams ๋ ๋์ผํ ๋ฐฉ๋ฒ์ผ๋ก ์ฐ๋ํ์ค ์ ์์ต๋๋ค. ์ฐ๋ ๋ฐฉ๋ฒ * ํ๋ ์์ฑ ํ์
์์ '์์ ํตํ' ๋ฅผ ํด๋ฆญํฉ๋๋ค. * ์ค์นํ ์์ ํตํ ์๋ฃจ์
์ ํด๋ฆญํฉ๋๋ค. (๋ณธ ์์์์๋ Zoom์ ์์๋ก ์งํํฉ๋๋ค) * 'Installโฆ