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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
Email blacklists: How to stay clear of them ⛔ 📩
Email blacklists are in place to protect customers from receiving unwanted emails or spam. That said, they also have the unintended effect of occasionally preventing marketing campaigns from reaching their audience. Ending up on an email blacklist means that your content has been deemed untrustworthy, resulting in wasted…
Ability to just add individual calling licenses
It would be great if you can just add on individual calling licenses for cold callers within an organization. many people here do not need that feature and would be a waste of money on them
Need Help - PipeDrive to Google Forms to Automate.io
Pipedrive is very weird in the things it lets you do and not do. I'm sure there is a method to the madness that I haven't learned it yet, but some of these limitations seem elementary. This may be a simple question.....we'll see: There is an "ID" tied to my deals that shows when I turn on the filter option for it. But I…
Do you face “I am not interested ” objections in your sales calls? 🙅
I am sure you must have. The usual response is putting the call down. Instead of that Kyle Coleman, VP of sales at a revenue operations platform tried something else. This is what you can use as well - Ask them - “What are you interested in right now?” Many times you will find out that your prospects have a much more…
⏰ Event: 2021 Benchmarks: How do you measure support quality? | April 28th, 2021
28 April 6:00 p.m. WEST | Webinar This webinar will show you: * Customer support quality benchmarks for your customer support organization * Best practices to improve your customer support quality * Advice and practical tips from support leaders * 📌 Enroll here At a time when your customer-facing interactions are more…
💰 ACV vs ARR: What They Are, and Why SaaS Professionals Need Them
❓Which metrics do you rely on most as a SaaS sales, marketing or management professional, and why? Reply below. With the continued shift to subscription-based software driving growth that’s expected to reach $140.6 billion worldwide in 2022, SaaS companies rely on metrics to help monitor and harness that growth. Metrics…
Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
Join the Pipedrive Roundtable!
Join our Roundtable for Tips and Tricks on Friday, April the 16th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
Topic of the week: Customer Success 🙌
Follow the Customer Success topic to learn and share what works and what doesn't! Making a sale is good but letting your customers know you still care after that and want them to get the most out of their purchase is even better - and coincidentally increases their lifetime value, lowers churn and facilitates upsell and…
April's New Apps Spotlight!
Check out the 4 new apps featured in this month's App Spotlight. * CallGear - allows you to divert calls to responsible employees, see who is calling or create a new lead card automatically. * FormCrafts - helps you create and share smart lead generation forms. * Scrive - helps drive sales velocity with integrated…
Inbound requests
The strongest selling point is if it’s a customer who has already worked with us. Recently the assistant of the MD of a 2019 client of ours contacted me to get a proposal for a seminar. We eleaborated a concept and afterwards chased her for a deinitie reply. Did not get it. Then their MD called me on a Friday to ask how…
Logical functions in Pipedrive
Hi everybody, I'm looking for a way to add logical functions in pipedrive like IF FIELD a=x and FIELD b=y THAN FIELD c=z. For example IF COUNTRY = UK + SEGMENT = Marketing Manager OR Sales Manager THAN TARGETGROUP=UK Marketing Is this possible with Pipedrive? What solutions are you using for similar problems? Thank you!
Manage current customers
Dear all, I have been searching the knowledge base for how to best manage current customers. My main use for Pipedrive will be managing current client relationship rather than drive new sales. Can anyone assist me in finding the best way or share experience on how to utilize Pipedrive to best manage current clients. Do you…
Multiple contacts for our Customer success team post winning
so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the…
Now live: sharing Insights internally
⚠️ Update: Good news, this is now live! See more here. 🚀 --------------------------------------------- Increase team alignment by allowing users to share and access performance overview internally. For whom? All plans. How will it work? * All roles (admin+regular user) will be able to share their dashboards with other…

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