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From a Pipedrive Pro - VLookup: The fail-safe way to update your existing Pipedrive data via Spreads
https://pipedrive.hubs.vidyard.com/watch/5U3LBPTpUvBAUDMZBXPWEj?Our Pipedrive pro @Emily Howard demonstrates how VLookup is just the ticket you need to easily map unique IDs to the items you're updating via spreadsheet. So no matter now much data there is to import, all you need is a few keystrokes to ensure all data isโฆ
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Pipedrive Proficiency Test?
I think there are some awesome Pipedrive training resources available. However, what I cannot find is any sort of proficiency quiz that shows that our team has the basics down. Anyone know of anything out there? Thanks in advance! Jay
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๐ ๐บ๐ธ Success Story: How a sales engagement platform cracked a new lead source
https://pipedrive.hubs.vidyard.com/watch/WTKVWFGiWounv8awZb75PF?โ๏ธ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. Watch the video, where @David Gable from Kixie tells us how his sales team went from relying on inbound leads to becoming what he calls โoutboundishโ by leveraging theirโฆ
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14 Days To FailโWhere 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 canโฆ
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How to calculate sales volume variance and why itโs important ๐
Harvesting and analyzing data about your sales process helps you to understand where youโre 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 youโre seeing a period of growth or falling short of your expectations. One metricโฆ
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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 meetingsโฆ
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๐ฝ๏ธ 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 ๐โฆ
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How to calculate incremental sales and what it means for your business ๐
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 onโฆ
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โCustom fit Pipedrive to your business needsโ 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 didnโt have time for at the webinar. Find the Questions & Answersโฆ
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From a Pipedrive Pro - Where to Find a List of Deals Related to a Product ๐
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. ๐ Be sure to check out the full Learn from a Pipedrive Pro academy course for more productivity hacks from our pros, andโฆ
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๐ฝ๏ธ Webinar | Custom-fit Pipedrive to suit your businessโ needs | September 7, 2021
Register now ๐ | 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 toโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ์ฌ์ฉ์ ์ง์ ํ๋๋ก ํํฐ ๊ฒ์ํ์ฌ ์์
๋ก ๋ด๋ ค๋ฐ๊ธฐ
์ง๋ฌธ: ์ฌ์ฉ์ ์ง์ ํ๋๋ฅผ ํฌํจํ ์ธ์ฌ์ดํธ ๋ฆฌํฌํธ ์์ฑํ๋ ๋์ , ํด๋น ๊ฑฐ๋๋ง ์์
๋ก ๋ด๋ ค๋ฐ๊ธฐ ํ๋ ค๋ฉด ์ด๋ป๊ฒ ํ๋์. ๋ต๋ณ ์ฌ์ฉ์ ์ง์ ํ๋์ ์ ๊ทผํ๋ ์ธ์ฌ์ดํธ ๋ฆฌํฌํธ๋ ํ๋กํ์
๋ ํ๋์์๋ง ๊ฐ๋ฅํฉ๋๋ค. (์ด ๋ฌธ์ ์ฐธ๊ณ ํ์ธ์.) ํ๋กํ์
๋ ํ๋์ผ๋ก ์
๊ทธ๋ ์ด๋ ํ๋ ๋์ , ์ฌ์ฉ์ ์ง์ ํ๋๊ฐ์ ๋ฐ๋ผ ๊ฑฐ๋๋ฅผ ํํฐ๋งํด์ ์์
ํ์ผ๋ก ๋ด๋ ค๋ฐ์ผ๋ ค๋ฉด ๋ค์๊ณผ ๊ฐ์ด ์งํํ์ธ์. * ์ํ๋ ํํฐ ์์ฑ * ํด๋น ํํฐ๋ฅผ ํ์ดํ๋๋ผ์ด๋ธ '๋ชฉ๋ก ๋ทฐ'์์ ์คํ * ํํฐ ๊ฒฐ๊ณผ๋ฅผ ์์
ํ์ผ๋ก ๋ด๋ณด๋ด๊ธฐ ์์ธ์์ ์๋ฅผ ๋ค์ด. 'membership' ์ด๋ผ๋ ์ฌ์ฉ์ ์ง์ ํ๋๋ฅผ ์์ฑํ์ฌ ๋ค์๊ณผ ๊ฐ์ ๊ฐ์คโฆ
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How The Pandemic Reshaped The Way We Sell ๐ ๐
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 workingโฆ
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From a Pipedrive Pro - How to Get a Map View of Your Contacts and Deals ๐บ ๐
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. ๐ Be sure to check out the full Learn from a Pipedrive Pro academyโฆ
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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: Helpsโฆ
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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 areโฆ
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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 ๐ฃ 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 theโฆ
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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 Salomรฃo returns to demonstrate how to use Workflow Automations to take the manual work out of duplicating deals to other pipelines on your Pipedrive account. ๐ Be sure to check out the full Learnโฆ
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๐ฝ๏ธ 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 โถ๏ธ ๐ Followย 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 ๐
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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 ยซย the perfect oneย ยป is quite understandable. Only considering CRM tools, you navigate in an ocean of choices and, ifโฆ