Learning

🎥 Webinar: What did Pipedrive learn from its most successful product launch? | 20 May 2021
https://pipedrive.hubs.vidyard.com/watch/VqNVAfNwHTpjJAT7xmNFJc??ref=community_postIf you couldn't make it to our webinar or if you want a recap, just press play! Hope to see you at the next one. 🚀
Motivation and productivity tips, Part 4 of 4: inspire and be inspired vs. meetings that could have
❓ Where do you go when your gas tank of encouragement is running low? ❓ What's the worst inspirational advice you've been given? 🗣 Speak your mind in the comments. We've compiled some tips to help you out: * 8 Priceless Time Hacks to Turn Admin Into Sales * 68 Inspiring Sales, Business and Motivational Quotes 🔔 Follow the…
Which sales podcast do you listen to the most? 🗣️🎙️
Which sales podcast do you listen to the most? 🗣️🎙️
May's New Apps Spotlight!
Check out the 4 new apps featured in this month's App Spotlight. * App connector by Outfunnel - lets you connect any marketing tool to Pipedrive, quickly and easily. * Turbocharger - helps you track your Pipedrive contacts for up to 365 days & get realtime activity alerts. * SegMetrics - uses data from all your marketing…
Want to know how to warm up your leads before an outreach campaign? 😎
One of the best ways to get on your prospect's radar in B2B sales before you reach out with your pitch is through social media. This is often called warming up leads. There are so many ways you can touch base on LinkedIn - by interacting with the prospect’s content (commenting, reacting, sharing), by sending a connection…
The State of Sales 2020-2021: Download the free report 📊
Download our free 'State of Sales 2020-2021 Report' and discover how the sales industry adapted in 2020 and looks to drive growth in 2021. We have included dozens of insights into the working lives of salespeople, sales managers and business owners, revealing how the pandemic has impacted the way they work. Check out our…
The one small tweak you can do to handle the prospect no-show better ✍️
What do you do when a prospect books a meeting with you but does not show up for it? Something like - "Hi Mark - we waited for 15-minutes on the call. Looks like we missed you today, when would you like to reschedule?" When Sri (a new SDR at Outplay) read Josh Braun’s technique, he tried something different. He sent, “Hi…
Email & Subject intergration
Hi! Today I thought that it would be an amazing feature it when you went to send an email out of pipedrive the subject of that email would automatically fill with the title of the deal. I have no idea if its possible but it would be an amazing time saver if possible.
⏰ Event: Real Talk: What does it mean to "Own Your Demo"? | April 28th, 2021
Apr 28, 11:00 AM – 12:00 PM PDT | Webinar | 📌 Enroll here This year, the PreSales Collective has partnered with Reprise to bring the Demo Creation Category to market. After over 1,000 interviews, and 25 small group executive roundtables; they're ready to bring you a series of best practices. Hear about this cross…
⏰ Event: What did Pipedrive learn from its most successful product launch? | 20 May 2021
📌 May 20 at 15:00 UTC ⚡️ Make sure you register for a spot, those who join us will have a chance to win some of our legendary merch! 🚀 Join us for Pipedrive's first online product meet-up, where we will share insights on what made our 'LeadBooster' product launch a huge success, having generated over 400% growth in the…
Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment I appreciate any feedback and comments.
파이프드라이브 가이드: 이메일 추적 기능 사용하기
질문: 내가 보낸 메일을 상대방이 읽었는지 확인하고 싶어요. 어떻게 해야 하나요? 답변: 파이프드라이브에 이메일 연동 완료했다면 이메일 추적 기능 사용할 수 있습니다. 메일을 받는 사람이 언제 내 메일을 열어보았으며 총 몇번 열어봤는지도 확인할 수 있습니다. 먼저 우측 상단의 프로필 아이콘 클릭한 다음 '회사 설정'을 선택하여 '이메일 연동' 메뉴를 클릭하세요. 다음 화면처럼 '이메일 추적' 과 관련된 세가지 항목을 모두 활성화 하세요. 이제 파이프드라이브에서 메일창을 열어서 화면 하단의 이메일 추적 설정을 모두 활성화 하세요. 위 두가지 버튼을 모두 클릭하면 다음과 같이…
Are You Making the Most of Your Sales Orders?
❓Do you take advantage of sales order forms - and if so, how do they contribute to your performance? Share with us in the comments. 💬 Sales orders play an important role in the vendor-customer sales process. While not every business or sales professional takes advantage of sales order forms, those that do stand to benefit…
Pipedrive Roundtable: Mass Emailing, Newsletter-Tools, etc.
Join our Roundtable on Friday, May the 14th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Last time, we had more than 10 people joining in! This weeks topic: Mass Emailing of Leads/Prospects, Tools for regular Newsletters for Sales/Marketing * What works well with Pipedrive? * What offers good analytics? * What is the easiest…
Community Tip: update your profile, advertise your services, connect with others, do business 🤝 💰 🚀
❓ Are you sure you're squeezing all the juice from your community member profile ❓ Optimize your member profile for success. Let other members know what you're all about every time you post, facilitating knowledge sharing and business connections. Go to upper right corner > click your photo/initials > Edit Profile: *…
This little tip just saved me from punting Pipedrive.
If you are syncing your emails and frustrated by the noise in your inbox, then you were like me. The lack of custom filters defines frustration. Then Stacey in support showed me this feature that is probably not used enough. I took a course on gmail and was converted to a believer of inbox zero. Lots and lots of filters…
파이프드라이브 가이드: 거래를 성사/실패 처리하려면 어떻게 하나요.
질문: 파이프드라이브 처음 사용하는데, 거래를 '성사' 또는 '실패' 처리하려면 어떻게 하나요. 답변: 거래를 '성사' 처리하려면 두가지 방법이 있습니다. * 파이프라인뷰에서 거래 항목을 마우스로 끌어서 화면 하단의 '성사'로 옮기기 * 거래 항목을 열어서 우측 상단의 '성사' 버튼을 클릭하기 마찬가지로 거래를 '실패' 처리하려면 두가지 방법이 있습니다. * 파이프라인뷰에서 거래 항목을 마우스로 끌어서 화면 하단의 '실패'로 옮기기 * 거래 항목을 열어서 우측 상단의 '실패' 버튼을 클릭하기 자세한 사항은 첨부한 동영상 참고하세요.
파이프드라이브 가이드: 활동은 어떻게 추가하나요.
질문: 파이프드라이브 처음 사용하는데, 활동은 어떻게 추가하나요. 답변: 활동을 추가하려는 거래를 열고 다음과 같이 진행하세요.
파이프드라이브: 거래는 어떻게 추가하나요.
질문: 파이프드라이브 처음 사용하는데, 거래는 어떻게 추가하나요. 답변: 파이프라인 뷰 화면에서 '+거래' 클릭하여 첨부한 동영상처럼 진행하세요.
파이프드라이브 가이드: 파이프라인 단계를 수정하려면 어떻게 하죠?
질문: 기본 생성된 파이프라인 단계를 수정하려면 어떻게 해야 하나요? 답변: 파이프라인 우측 상단의 연필 모양 아이콘 클릭하면 수정 가능합니다. 자세한 내용은 첨부한 동영상 참고하세요. 참고 문서 * How can I customize my pipeline stages? - from Pipedrive Help Center
Pipedrive Roundtable: Benefits of multiple Pipelines
Join our Roundtable on Friday, April the 30th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Last time, we had more than 10 people joining in! This weeks topic: Benefits of multiple Pipelines! - What are the benefits of multiple Pipelines? - How can you efficiently handle them? - What about Automations? - Can you chain…
파이프드라이브 가이드: 다른 사용자가 만든 인사이트 리포트를 열 수 없어요.
질문: 인사이트 리포트를 열었는데 다음과 같이 에러가 발생합니다. 내용을 보려면 어떻게 해야 하나요? 답변: 관리자가 일반 사용자에게 충분한 권한을 주지 않았기 때문입니다. 인사이트 리포트가 다른 사용자의 정보를 포함한다면, 일반 사용자는 다음 세가지 권한을 받아야 리포트를 볼 수 있습니다. * 회사 통계 보기 * 다른 사용자의 통계 보기 * 다른 사용자 보기 관리자는 다음과 같이 일반 사용자에게 권한을 줄 수 있습니다. 참고 * Insights: Report types from Pipedrive Help Center

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