Learning

14 Days To Fail—Where Trial Periods Go Wrong And How To Fix It
Our sales pro @Diogo Silva shares his experience on the topic of offering trial periods in sales, and how to make the most of them. Catch the full article here. "There are several different free trial models, from freemium versions to those requiring credit cards that get charged automatically if not canceled. Each one can…
How to calculate sales volume variance and why it’s important 📈
Harvesting and analyzing data about your sales process helps you to understand where you’re succeeding and the bottlenecks slowing you down. One of the best ways to combine your data is to form sales forecasts, which help you understand if you’re seeing a period of growth or falling short of your expectations. One metric…
Sales Meeting Ideas: Topics & Agendas to Motivate your Team
Sales meetings are essential for any sales operation. But too often they are seen more as a necessary evil than an opportunity to improve. Be sure to make the most of your meetings by effectively planning each meeting and motivating your sales teams. Your reps will be excited and ready to contribute to your sales meetings…
📽️ From Zero to Launch - How the Pipedrive team launched a new product from scratch | September 8, 2
If you couldn't make it to the live event or would like to rewatch, you can find below the full 'From Zero to Launch' product meetup. This is a unique opportunity to hear Krishna Panicker, Maria Lasprilla, Jana Waldschmidt and Agne Kinks share their stories on how the Pipedrive team launched a new product from scratch 🚀…
How to calculate incremental sales and what it means for your business 📈
Marketing is all about supporting and improving sales outcomes. By measuring incremental sales, marketing teams, sales managers and business owners can better understand the success of their promotional sales and marketing activity and direct future investment accordingly. With the pandemic receding, spending on…
“Custom fit Pipedrive to your business needs” webinar Q&A. Unanswered questions
Hi dear Pipedrivers! Many thanks to all of you who were able to join James Campbell and Tonya Kilgore at the webinar last Tuesday. Today we are happy to let you know, that Tonya and our greatest Product team have finished answering your questions, that we didn’t have time for at the webinar. Find the Questions & Answers…
From a Pipedrive Pro - Where to Find a List of Deals Related to a Product 📝
https://pipedrive.hubs.vidyard.com/watch/9BwoPYzeRHzbA5x5vMTtWc?This time, our Pipedrive pro @Emily Howard shows us a quick trick to find all deals that have been involved with a specific Product. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy course for more productivity hacks from our pros, and…
📽️ Webinar | Custom-fit Pipedrive to suit your business’ needs | September 7, 2021
Register now 📍 | Tuesday, September 7th | 7am PCT / 3pm GMT Join Pipedrive pro @James Campbell and Customer Success team lead @Tonya Kilgore for a discussion and Q&A session on how to make the most of features like Custom fields, Multiple Customizable Dashboards, and Multiple Pipelines that help you to adapt Pipedrive to…
파이프드라이브 가이드: 사용자 지정 필드로 필터 검색하여 엑셀로 내려받기
질문: 사용자 지정 필드를 포함한 인사이트 리포트 생성하는 대신, 해당 거래만 엑셀로 내려받기 하려면 어떻게 하나요. 답변 사용자 지정 필드에 접근하는 인사이트 리포트는 프로페셔널 플랜에서만 가능합니다. (이 문서 참고하세요.) 프로페셔널 플랜으로 업그레이드 하는 대신, 사용자 지정 필드값에 따라 거래를 필터링해서 엑셀 파일로 내려받으려면 다음과 같이 진행하세요. * 원하는 필터 생성 * 해당 필터를 파이프드라이브 '목록 뷰'에서 실행 * 필터 결과를 엑셀 파일로 내보내기 상세예시 예를 들어. 'membership' 이라는 사용자 지정 필드를 생성하여 다음과 같은 값중…
How The Pandemic Reshaped The Way We Sell 🛠 📈
Pipedrive's VP of Sales Jens Oberbeck reflects on the dramatic changes that salespeople have gone through since the start of the global pandemic. The full article can be found on the Crunchbase community contributor blog here. In 2020, 48 percent of salespeople worked from home. That is more than double the number working…
From a Pipedrive Pro - How to Get a Map View of Your Contacts and Deals 🗺 📍
https://pipedrive.hubs.vidyard.com/watch/hfT72aPhT29Gt1Tu723sjs?Learn from our Pipedrive Pro @Veronica Alessandrini how to get a map overview of your contacts and deals. You can even apply filters to your results to hone in on the demographics you need. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy…
Do you know what a Pipedrive CSM does?
Hi Pipedriver Have you ever wondered who are those magical creatures called Customer Success Managers? What do they do? And how can you catch one for yourself? A Customer Success Manager is a person who is dedicated to helping you have a successful journey with Pipedrive. Here are some main things that they focus on: Helps…
August's New Apps Spotlight!
Check out the 5 new apps featured in this month's App Spotlight. * Text Request - allows you to text contacts directly from Pipedrive and sync message history. * Autopilot - allows you to switch ON targeted email marketing, automation, pop ups, analytics and dashboards. * Rafiki.ai - helps you understand how customers are…
Be Prepared For The Post-Pandemic Splurge Of The New Roaring '20s
What do you think the new '20s will be like for businesses in general and your industry in particular? Let us know in the comments 📣 Our CTO Sergei Anikin weighs in on what the coming decade has in store for us, using the growth experienced in the 1920s as a reference. You can catch the full Forbes article here. After the…
From a Pipedrive Pro - How to Automatically Duplicate Deals in Other Pipelines with Links To The Fir
https://pipedrive.hubs.vidyard.com/watch/VrYu2U19h92jArpw85yPqz?ref=community_postIn this tutorial, our Pipedrive pro @Luiza Salomão returns to demonstrate how to use Workflow Automations to take the manual work out of duplicating deals to other pipelines on your Pipedrive account. 🔔 Be sure to check out the full Learn…
📽️ Webinar | Pipedrive + Kixie Webinar on 'How to build a #SalesTechStack'
https://www.youtube.com/watch?v=jfC_sgzB5LUIf you were not able to catch the live webinar last month, or just want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
3 Tips to set up your Pipedrive account before setting it up!
As an Account Executive, there was one question I got asked on a daily basis by lots of different customers: How can I efficiently set up and use Pipedrive? When investing in new tools, the need of finding « the perfect one » is quite understandable. Only considering CRM tools, you navigate in an ocean of choices and, if…
📽️ Webinar | Beautiful reporting, actionable insights | July 28, 2021 📊
https://pipedrive.hubs.vidyard.com/watch/Ae5kqjtpa1CF1gDA46C4eH?If you were not able to catch the live webinar last week, or just want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
GIFs in Email: How to Use Them to Win Customers 🎥
What’s your process for including GIFs in your email marketing campaigns? Including an animated GIF file in your email can add an interesting and eye-catching element that goes beyond the static email design. Because it’s somewhat difficult to offer a uniform email video experience across devices and email clients, many…
How do you entice leads into becoming clients with follow up emails? 📨 🔔
How have you leveraged providing additional value to ensure your follow-up success? Let us know what your experience has been. Robert Clay from Marketing Wizdom says that only 2% of leads close after their first meeting. That means 98% are going to need follow-up communications in order to close the deal, and a great way…

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