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Cold email outreach via pipedrive
Hi Pipedrive Community, I dont want to spend extra on email outreach tools such as yesware or mailshake. Will pipedrive soon have a "cold email outreach sequence" capability, where email outreach is scheduled? This feature is built in on other CRM like Contactually. Here's a sample cold email outreach sequence I would like…
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Outplay vs Klenty vs Another Tool?
Hi - I am looking to incorporate a Sales Engagement tool that integrates with Pipedrive for our BDR team. Our goal would be to have various cadences/campaigns going at one time along with a nurture campaign. I was curious to hear what other Pipedrive users have used and what they like/recommend
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How to link an email to a deal when it's linked only to a contact?
Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous…
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MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
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How to integrate multiple pipelines efficiently?
Dear Pipedrivers, my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well. There is one major issue, that I just couldn't work out so far, though: Efficiently…
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What would be the disadvantage of making one pipeline per service (about 2 to 5) ?
What would be the disadvantage of making one pipeline per service (about 3 to 5) ? Our business offer mostly 2 services. I am wondering the benefits and disadvantage of making one pipeline for each.
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Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
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Sequence Automation for Sales Flow
Hi All, I have just set up the Sales Pipeline for my sales team, and they are really getting the hang of it. Therefore, I've decided to introduce them to automations to create sequences. The way I've done it is by adding an "Enroll in Sequence" field, where they can create a new option in the data fields and then trigger…
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Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
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Property cards in Pipedrive?! (Real Estate)
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
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Has anyone worked out a way to send automated meeting reminders to the sales team?
I want to make sure the sales team don't miss any meetings. Obviously they shouldn't be! But is there a workaround to send a meeting reminder to the sales person e.g. the day before a meeting?
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Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…
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How do you manage stakeholder relations in B2B sales process in Pipedrive?
Context: Our B2B SaaS product is sold on a project-basis; usually 3-5 people from multiple organisations are influencing product choice. In at least two occasions, key influencers became apparent at a late stage. PipeDrive deals allow for associating multiple people to a deal, which is helping. However, the stakeholder…
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Google Drive Shared Drive/Team Drive Integration
I am wondering if Pipedrive supports Google Drive integration for Shared Drives. Currently, it seems that I am only able to upload files that exist only in "My Drive" in our Company Google Drive instance. Our organization keeps all deal-relevant files on shared Drives and therefore the google drive integration is useless.…
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[Closed] Struggling with finding new Leads? Let's talk! We want to hear your feedback
EDIT: This research session is closed; thank you for participating. Hey Hey 🤩 Do you sometimes struggle with finding new good quality Leads 🤔? Let's talk! Our team works on new ideas 💥 in the Lead Generation area and we would love to hear your feedback to help you solve your needs. Short 25-minute call this Thursday, Feb…
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Using PipeDrive in Partner focused Organization
I have recently jumped in and am helping a company that has been in business for several years but focused on direct sales, pivot to indirect by using Partners and Referral Agents. They have Pipeline set up as a way to collect leads and monitor the sales process. I am looking into how to best use Pipedrive for Partners.…
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Challenge for lead assignation using round robin
We are working with a startup that is integrating leads from forms from social media (facebook, instagram) and creating deals in the CRM using the Pipedrive API. We have facing a challenge to assign the leads to 3 branches, each one with 6-7 users, using round robin, but there are some limitations to follow: 1.- All leads…
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Automating Tags
Hello, We are creating tags for each contact to set up a marketing campaign. The tags are based on title, etc. Is there anyway to autofill the tags from other fields in the contact like a field "job title?" so the job title autopopulates into a tag.
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Email tracking: getting Opened COUNT
Pipedrive allows users to track the emails they send. This lets you know when & how many times a recipient has opened the email you've sent them. I've noticed that people who open my outreach email 3+ times are extremely likely to pick up the phone if I call them. However, they're unlikely to reply to my email, so if I…
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Survey: Take our 5-minute survey and tell us how your business is set up for success in 2024! 🚀
Last year was filled with challenges and opportunities. We’d like to hear about your experiences in 2023 and your expectations for 2024. Take our short survey and have your voice heard. Your answers are anonymous, confidential and not tracked. They’ll be used to create in-depth reports in various languages and share them…
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Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
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Autolink contact history to deal
Fairly new to Pipedrive so apologies if this has been answered in the past but I find it strange that it's not immediately obvious, particularly when it's a given with other CRMs. However, I'm trying to link contact history with the deal they're associated to. Reason being the wider business needs to be able to view the…
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Email Template Variables in Hyperlinks
Our team would like to be able to put Email Template Variables / Data Fields in Hyperlinks. There is currently no ways to insert a data field into a hyperlink in an email template.
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New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
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Partner / Affiliale model – variable recurring revenue
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…
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Products need additional features for a service business
We are a mortgage broker so what we sell is more like a service rather than a product. We don't have Unit prices, Cost, Direct Cost, Cost per unit, etc. We REALLY need the ability to add Notes to a product similar to deals or contacts. The only data we use for a product is contained in the side bar. The main area is not…