-
How can you build anticipation coming up to a new product launch?
One of the best ways to build anticipation for a new product is to draw out the suspense. Suspense amplifies anticipation and helps grow a core product following before anyone knows much about it. Apple provides a great example of this. They keep the curtains closed about their newest products and engender mystery. In the…
-
What is brand positioning and why is it important to your marketing strategy?
A brand’s positioning comprises several elements, including (but not limited to) its name, identity and price point. These elements are woven into a narrative, also known as brand messaging, that customer operations, marketing and sales can use. Trusted brands have a competitive advantage. A recent Edelman survey found 81%…
-
Asking advice on insights + reporting + products
I am looking to run a report on sales of products and projections for current month business as well as forecasting for future months. Currently it only comes back with each person who has closed a deal for the product. That is not helpful and frankly not something I want on my dashboard insights page. I want a quick…
-
E-Mail template "Product field" not available
Dear all, I have created an automated workflow triggered by a won deal to inform our after-sales team. To provide the necessary information, different fields are drawn in an E-Mail template. Unfortunately the important field "products" can not be selected to be sent to our after-sales team. Am I the only one with this…
-
Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
-
Has anyone got any experience creating Purchase Orders from PD into Xero using Zapier? Where are pe
-
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog t
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be upto 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add to…
-
Product Variants + Volume based discount
Hi, I have multiple variants of a product (with different SKU) and would like to offer a pricing discount based on the amount of volume in the total deal. More volume would evaluate to a greater discount. Is there a way to configure that in the platform? I noticed that I could set up a workflow with product counts and…
-
Wie gebruikt Pipedrive om abonnementen te beheren?
Iemand ervaring met Pipedrive producten en het doorvoeren van een jaarlijkse prijsindexering, die dan in alle openstaande deals waar dat product in staat, moet worden doorgevoerd? Ik heb ook de 'recurring revenue' feature en gebruik die nu ook, maar daar zet je 'hard' een bedrag in, dus dat gaat neem ik aan niet werken bij…
-
Currency converter when product added
Hi Team, for example I have a few products in USD. My default currency is € How to make proces like below when I’m creating deal: * I put Item Item 1 what is in USD. * system is change value in real time from USD to €. * item 1 is put in deal in € It is useful when I’m reseller of global prosucts. I have to show always…
-
Frequency by Product - One time, Monthly Quarterly etc.
Need to be able to forecast revenues by product. Add a field for frequency on each product line. Allow user to choose each product as: one time, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually, and ideally custom frequency like every X weeks, every X months. While you're at it allowing each product to have a…
-
Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem di
Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem diferentes tipos de precificação e estaria disposto a fazer uma breve reunião de benchmarking? / Good afternoon everyone, is there any company that manages multiple products on the pipedrive where each product has different…
-
"Product" or "Product's Category" distinction in Insights report
Hello, I have a bit of a pickle - I am setting things up for our company and planning pipelines. Generally, we would like to limit pipelines number to minimum (as it gives better overview of deals), but in we would like to analyze “Lost reasons” based on either "Product" or "Produts's Category" - which can be defined for…
-
Planned: Invoicing to gain new abilities 🧾 🚀
Create invoices using Pipedrive Products directly See all invoices from Xero/QuickBooks in Pipedrive Check consolidated financial information on customer level Why? To give you access to insights about an organisation's purchase history and payment status, and to make it easier to track and chase outstanding invoices. For…
-
Now live: Insights to get Product reporting and Forecast reporting
UPDATE - it's live 🚀 Products in insights Revenue forecast report Forecast Goals in Insights ---- Our team continues working full-steam ahead to make Insights live to its full potential. 💪 The next improvements in line should be the ability to create reports including Products, and to create forecast reports. These two…
-
Asking for Advice + Product Planning + Supply Chain
We load key long-lead products into deals. Now we need a report showing the total probability-weighted count of each key product bucketed into forecasted close month. How can we get this?
-
Products Category
Anybody what the purpose of the field Category is in Products? I like the idea of it but when adding a Product to a deal there is no way to filter by Category so you are forced to add the Category name to the Product name. It would be nice if you could filter by Category and then select the Product from the Category.
-
Need 'List products attached to a deal' using Zapier
Is anyboby knows how to List products attached to a deal' using Zapier? (I know Integromat can do it easy, but now I need to use Zapier) https://developers.pipedrive.com/docs/api/v1/Deals#getDealProducts As I understand, I can use custom request. But I don't understand how to fill Data, Basic Auth etc.
-
Product Conversion - Insights
Hi Pipedrive, Could you advise on when Insights will give the functionality of reporting on conversion rates vs. products please? Products has been great for us and gives us the ability to streamline the number of pipelines we have, rather than having pipelines based on product. However, in its current form we can get…
-
Hello Community, I feel like it would be great to have the possibility to add a picture in the Produ
Hello Community, I feel like it would be great to have the possibility to add a picture in the Product Feature. This would improve the smart document feature where we could add this as a data field for example.
-
New screen for budgets, great but...
I just entered my Pipedrive and... surprise! The elements in "products" can finally be activated or deactivated, and they have also improved a lot by being able to order them according to the preferences of each moment. It is an important step. All the work of attracting clients is often at stake in the…
-
Produkte als Bedingung in Workflows
Ich möchte gerne eine Automatisierung einrichten, die nur ausgelöst wird, wenn in einem Deal ein bestimmtes Produkt verkauft wurde, das unter Produkte hinterlegt ist. Danke schön!
-
Deals correlated with products report
Hi All, I found that there is no way to see products list in deals list view, I can add number of products only. So I can't analyze convertion rates for deals with specific product or group of products, I don't know which products do I have in pipeline etc. I have to check one by one what is not an option when we have many…
-
Adding Sales Tax
Hello, Our company would like to be able to add sales tax to specific deals. After speaking with Pipedrive we found that the only option we have is to add sales tax to the product itself. However, we only charge sales tax in certain regions. For this reason we would like to be able to add sales tax on the fly to specific…
-
Can we understand which page or webforms come from?
Hi, I am using the webform functionality in pipe drive to convert it into a lead. I am selling different products lets say, so is there anyway I can know which page the webform is submitted from? This will help me convert into a lead for that particular name. Else I will have to create 200 forms for 200 products?
-
Pipedrive Prospector
Hello, can you help me with the complement Prospector within Pipedrive? My question is that if I already have Leadbooster; can I only get 10 leads per month for free?