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Newbie (not a sales person!) trying to understand Deals for political action
I am a new user of PipeDrive, and I'm trying to use it -- not for selling exactly -- but for laying the groundwork for a political campaign. This includes asking for donations, emailing a regular newsletter, building relationships, getting people to take actions, etc. I am really struggling to figure out how to map "deals"…
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How many in the community are using video or podcasting as part of your content creation strategy?
How many in the community are using video or podcasting as part of your content creation strategy?
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Best HRMS Software For Your Business 2021
HRMS refers to a suite of software that organizations use to manage internal HR functions. Also called a human resources information system (HRIS), HRMS systems put information about a company's most valuable assets in front of the people who need them. Are you looking for the best HRMS software for your firm in India? We…
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So very frustrating! No way to export emails!
My company wants to do a rewarm email campaign on all closed/lost leads from the past year. Did you know that there's NO WAY to pull that list with email address to export? How is this even possible? I know I'm not the only company that would like to capture and utilize their OWN email list...
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[Survey] How do you use Whatsapp in your work with clients?
Hi, people! My team and I are working on a way to improve the sales team`s efficiency on Whatsapp. Specifically, we're developing the automatic Whatsapp to PipeDrive integration. I'm looking to find out how you use Whatsapp in your work now: for lead gen, sales, account management, long-term customer relations, etc. Please…
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Grammarly ridiculously slow?
Hey Pipedrive peeps! I love using Grammarly within Pipedrive (via Chrome app) but finding it extremely slow... to the point I can type an entire email before the text starts showing up on the screen. Has anyone found a way to make this work faster? Tech support has asked me to clear my Chrome cache but it just doesn't seem…
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waitlist functionality on Calendar sync
I am using the Google calendar sync for my demonstration clinics. These work slightly differently to a standard meeting. It would be useful for my business to be able to run a waitlist that prospects can sign up to as well as other proposed meeting dates. I do get some cancellations so knowing who is interested in having a…
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Need help with Embedding in email templates
How can you embed videos in email templates? When I try, the code shows up but not the video itself. Can anyone help answer this ?
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Vad kul, nu har vi passerat 500 följare i Pipedrive Sverige kanalen!
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L'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par S
Hello la communauté Pipedrive 🙂 On fait un webinar sur l'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par Sales 🔥 Nous partagerons les techniques & astuces à mettre en place facilement pour transformer votre #CRM en super machine à prospecter 💪 📆 Au programme du 20 Juillet à…
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🎨 🪄Drag-and-Drop Editor: Creating a campaign doesn't need to be a drag
❓What's your favorite drag-and-drop option❓ 🗣️ Tell us and your fellow beta-testers in the comments. 💬 Pipedrive's drag-and-drop editor is an easy-to-use tool to help you create attention-grabbing designs and engaging content for your contacts. This can be used to create email campaigns, newsletters, or templates for…
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Setting up a pipe for Account Management
Hey All! I work in sales and account management for a small marketing agency in Kansas City. I love Pipedrive as a sales CRM, but does anyone have any tips for setting up a pipe to manage current clients? I've set up a pipeline, but it doesn't quite flow how I would like. Any tips, tricks, or extensions would be…
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Tagging for Micro-targeting, email marketing
I have a personal (digital) Rolodex of over 10k people as I've been in various sectors of life: politics, business, non-profits etc. Some of these folks fall into multiple categories: I want to solicit them for fundraising for politics or perhaps a local do-gooder non-profit, others I'd like to do direct sales via my…
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Create a Tag or use several labels per contact
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
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B2B lead generation: Post-event activities
Hello, I work for a small SaaS company and we will be exhibiting at two events in September this year. However in the past we have struggled to create effective post-event nurturing campaigns. In most occasions, all of the leads went through them same automated process: * 1st email explained the company and its solutions *…
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Is hubspot worth it?
We want to add targeted mailing and create work flow automation. I have looked at hubspot which looks comprehensive but is expensive and would also likely mean we move to their CRM package to be more seamless. Does anyone have any suggestions on an equivalent option for pipedrive or if hubspot integrates easily to…
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Mass emailing via Pipedrive
Looking to email 600 customers about a software update. Can I do a mass email send via pipedrive.
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Email identification tools
What are the best options for email identification for niche markets? I can use Linkedin Sales Navigator to narrow my audience, but is there a better way of identifying the same group and/or obtaining their email address. I've seen platforms such as Skrapp or Snovio, as well as other platforms that seem to remove the need…
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We make beer!
Hi all, We make craft beer! Just joined this group. Our company is new to Pipedrive and we're loving it. We're based in beautiful Canmore, Alberta - in the Rocky Mountains. Always keen to learn how to leverage tools like Pipedrive to help us be better at what we do. Thanks!
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How to connect LinkedIn ads to Pipedrive to see how many sales the ads converted?
I'm trying to connect ads I have on different channels (LinkedIn, Google, FB etc.) to Pipedrive to compare the effectiveness of advertising on each channel. I want to be able to see how many sales the ads led to within Pipedrive. I've been exploring UTM parameters and connecting with Zapier, but I've only found a way to do…
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⏰ 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…
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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…
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Need help ;-) How can i get reports over my consummers. For example i would like to know the volume
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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…
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Now live: Sales Documents to get unbranded Sending and Signing 🧹
🚀 Update: Good news, this is now live! See more here. 🚀 What? Remove Pipedrive branding when sharing documents and requesting e-signatures. For whom? Professional and Enterprise plan. How will it work? * Sales Documents' public links hide the Pipedrive logo and the ‘Try it free’ button. * Pipedrive logo is removed from…