Prospecting

Prospector Custom Field Syncing / Add Job Title Standard Field
I'd like to propose 2 changes (if not already suggested) that are related to one scenario I've run into. Firstly, I'd like to suggest adding Job Title as a standard Pipedrive field for Contacts. Secondly, I'd like to propose the ability for Prospector to automatically pull in data that matches custom fields. Scenario - I…
Prospector Company Name Matching
Currently, you need to know exactly how Pipedrive stores a company name and search precisely for that if you wish to search for leads at a specific company within Prospector's search/filter function. It does not pick up partial or keywords within a company name. This makes prospecting a lot more time consuming, especially…
Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
UK prospecting
Hi everybody, Can you possibly recommend tools, channels and platforms that helps to prospect in UK? One of the challenges we have encountered is that it is difficult to find telephone numbers on the prospects websites. Can you recommend any sources or tools that could help to overcome this? Thanks! Przemek
How I am prospecting using Pipedrive
I thought I would share details on how I am using Pipedrive to prospect for new leads. I am using LinkedIn Sales Nav to create account lists, which I am then generating lead lists from - matching on prospect target attributes. Once I extract the lead list details into a csv, I upload to Pipedrive. I have automated…
Pipedrive and beyond
Hi everyone! We are Pipedrive elite partner SaaShop Inc. / Oy based on USA and Finland. If you need any help or want ideas on how to achieve your goals/needs feel free to ask. In our marketplace is multiple SaaS that already has integration for Pipedrive. So if you need solutions for leads, prospecting, calling, marketing…
LinkedIn prospecting for Pipedrive
Prospecting can be tiring and might take up a lot of your time, this is exactly what happened to me when I was prospecting. I had Pipedrive on one side and the LinkedIn profile on the other side and kept copy-pasting the prospect's name, designation, and email ID from one screen to another, which was time-consuming. This…
Import prospect details from LinkedIn to Pipedrive instantly...
One of my new favourite apps for Pipedrive which imports prospect details from LinkedIn straight into the CRM instantly! LinkPort is free to download from marketplace and is so handy. Each time you visit a prospects LinkedIn profile it will give you the option to send their details (name, email, phone number) straight into…
Goava Discover on Sales Intelligence - työkalu älykkääseen myyntityöhön
Moi kaikille! Meidän markkinapaikka on rikastunut uudella prospektointi työkalulla. Goava hyödyntää tekoälyä tiedonkeruussa ja peilaa sitä CRM:stä löytyvään dataan. Goava on Vainua vastaava edullisempi työkalu. Luonnollisesti Pipedrive integraatio löytyy. Terveisin, Markus Paakkonen (Linkedin) Ohjelmistoja.fi / Account…
Prospector Issue
Hi folks, I have started to use the Prospector tool, out of my first 3 credits I have used I got bounce backs from 2 of them even though it said the quality was 'excellent' so really I would expect those to be delivered! Has anyone used this before and come up against the same challenge? If it is no good then I will simply…
Workflow automation
Looking for the functionality that'd allow emailing a deal contact automatically as the deal moves to a different stage of the funnel. Each stage would need a different email template. I am also looking to automate deals to move-on to the next stage if the deal has been sitting in its current stage for more than a defined…
Erfarenhet från prospektering
Pipeline approach
Hej på Er, Hoppas kunna få lite smart vägledning och tips av lite Pipedrive rävar här inne. Kommer själv från Hubspot världen närmast men ska nu sätta upp en Pipedrive struktur för ett bolag och klurar på det här med prospektering och dealpipelines. I Hubspot gjorde vi så att vi satte upp en Pipeline som hanterade…
I'm curious - what does your follow up sequence look like? What is something that you do that is out
For me - I've had a lot of success incorporating direct mail into our prospecting activities. We send a series of cards which has been getting people to respond!
I am trying to create a prospecting cadence. Please help.
I would like to create a prospect cadence as follows, and am having trouble determining whether I can do this in automation. * Upload list, or select contacts to add to cadence. * Automatically create an activity to call the prospect and call the prospect through pipedrive voice. * Automatically create an email from…
Prospecting Management & CRM
What is the best practice for prospecting cold email outreach and managing those leads? For example, should I keep the bulk of the leads in email tools like Mailshake, Mailrush, Apollo, etc., until they trigger an event, i.e., schedule a call and then send them into the Pipedrive CRM?... or start by importing all…
Is there a way to be alerted when someone opens a tracked email?
I see that I can filter my messages by email tracking, and I get passive notifications that includes opens every now and then through the sales assistant, but I am looking for more of a real time alert.
Automation of the workflow by organisational filter with emailing
I would like to create an email automation based on an organisation level filter such as "country" or "industry". Knowing that the email is a template created on Pipedrive for a dedicated industry. The organisations are already existing companies that are passive, I would like all contacts in the organisation to be…
prospector data doesn't fully populate in pipedrive
Using prospector is a good tool but after you pay for the contact why doesn't the Job title, state, source of contact populate in your pipedrive contact. It would alos be helpful to have all the information that you pay for in prospects like linkedin contact immediately populated across to pipedrive. Can someone assist me?…
Smart contact data info button for all contacts
Developers! I would love a way to have the smart contact data info apply to all orgs/contacts en masse rather than having to go into each one and manually do it one by one. It's probably my favorite feature, please upvote my fellow pipedrivers!!!!
Streamline prospecting
When working in an organization, you can see all the people that are related to that organization and without clicking on the specific person (just pointing your mouse there) you automatically get a new small tab that shows the person's email and phone number. My suggestion here is to also show the person's title, so I…
Import prospects with defaults tags
Hey Pipedrive community :) When I import my prospects inside the prospects box, I can't add a default tag (for example "à prospecter"). It would be so cool to be able to add a tag automatically (from a xlx) without needing to add it manually one prospect by one prospect... The other solution would be to be able to filter…
Follow up & Reporting Training
Hello, we use Pipedrive and my company has asked me to train our sales team on using it more effectively. I need to train them on using it for better follow up with prospects and generate clear reporting, any ideas are highly appreciated
I'm open to Prospector tips please and thank you! Anything that you can share that helps you would b
I'm open to Prospector tips please and thank you! Anything that you can share that helps you would be appreciate. Thanks!
🧠 Measure Your Pipeline Progress - Sales Pipeline Course: Chapter 11 | 📽️ 2 mins
https://www.youtube.com/embed/s7ejq3Ouphw?ref=community_postEven if you follow the guidance from every previous video in this series, if you don't measure your pipeline it's unlikely to ever reach its full potential. Watch this example of how measuring your pipeline will enable you to spot challenges and tackle them…
Soft Skills: Das entscheidende Verkaufsmittel, das aber fast alle Manager vernachlässigen
Soft Skills sind mit die wichtigsten Mittel im Repertoire eines Verkäufers. Die richtigen Soft Skills können Ihnen direkt dabei helfen, Ihren Umsatz zu steigern und Ihr Unternehmen zu vergrößern. Zu den wichtigsten Soft Skills gehören: * Kommunikation (am Telefon, per E-Mail und von Angesicht zu Angesicht) * Aktives…

Prospecting

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