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⏰ Webinar: Workflow Automation - Make your processes magic | June 30th, 2021
Date: Wednesday, June 30th - Time: 7am PCT / 3pm GMT - 📍 Register now! Join Pipedrive pro @James Campbell and Product Manager @Nuno Oliveira for a discussion and Q&A session to find out the best ways to use our powerful Workflow Automation tool to make Pipedrive do the work for you, saving you time to focus on closing more…
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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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Note-taking process in Pipedrive app makes no sense
Hello, I use the PD app to make calls while on the go. DURING my calls, I take notes. If the call lasts 20mn, and the person I talk to tells me figures, names, dates, etc. I want to write them down immediately. However, the Pipedrive app prompts me for notes for the call I'm on only AFTER I've hung up. I end up taking…
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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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Looking for inspiration to automate calendar meetings
Hi there! I am trying to automate process with our external call centre. What call centre do: * call people, when they agree with meeting, schedule meeting * meetings are created in shared internal google calendar (with no guest in calendar) What is the problem: * someone needs to take the meeting from calendar, create…
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Planned: Sales Documents for teams 📄 🧑🏽🤝🧑🏼
Pipedrive knows that composing a proposal is in most cases a joint task involving several people in a team or organisation, sharing documents, content, insights and contributing with their knowledge to present a client with the most compelling offer. Currently, Sales Documents doesn’t fully support this internal process…
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🏆 🇮🇹 Success Stories: Why Pipedrive is recommended by a cybersecurity expert
https://pipedrive.hubs.vidyard.com/watch/U499t4m7RyMTAusLE5iPon?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. ICT and cybersecurity consultant @Marco Govoni helps serve the needs of medium to large businesses by finding the right cybersecurity and cloud solutions…
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Changing Pipeline
Hi Everyone, is there a way to move a deal from a pipeline to another pipeline? Thank you, Stefano
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GDPR: Mostly harmless 🔒 ✉️
How have you adapted your email marketing to the new regulations? Introducing the GDPR across Europe in 2018 was a landmark event for data privacy. From that point onward, it’s become vital for companies to stay updated about the regulations that apply to their industries and the territories they do business with. Read our…
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🏆 🇮🇹 Success Stories: Why Pipedrive is recommended by a cybersecurity expert
https://pipedrive.hubs.vidyard.com/watch/U499t4m7RyMTAusLE5iPon?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. ICT and cybersecurity consultant @Marco Govoni helps serve the needs of medium to large businesses by finding the right cybersecurity and cloud solutions…
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How do you make sure your prospects do not ghost you? 🤔
How do you make sure your prospects do not ghost you? 🤔
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Multimarkenbetreuung
Hallo Zusammen, wir vertreiben als Distributor mehrere Marken. Nun habe ich das Problem, dass ich zum Beispiel einem Kunden mehrere neue Marken vorstellen möchte. Derzeit mache ich das so, dass ich je Marke einen Deal erstelle. Dies führt allerdings dazu, dass die Pipeline sehr voll und unübersichtlich wird. Ich habe es…
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What are some good automations revolving around text Messaging? Thinking something along the lines
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GDPR: Knowing is half the battle 💪 🧠
Time flies: Did you know the General Data Protection Regulation has been in effect across the EU for 3 years now? We look back at some tips to understanding GDPR: * GDPR Compliance: Is Your Sales Team Ready? * General Data Protection Regulation (GDPR) & Email Tracking: What Sales and Marketing Professionals Need to Know 🔔…
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🏆 🇩🇪 Success Story: How a six-person team manages all their leads, deals and suppliers on Pipedrive
https://pipedrive.hubs.vidyard.com/watch/jM79sFsN5p8cXd9uRWnucX?autoplay=1&muted=1⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. @Bernd Auer from PD Experts caught up with CEO of Charterbar Yachting @Ümit Uzun to discover how the Germany-based yacht charter company is benefitting…
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Want to know how to warm up your leads before an outreach campaign? 😎
One of the best ways to get on your prospect's radar in B2B sales before you reach out with your pitch is through social media. This is often called warming up leads. There are so many ways you can touch base on LinkedIn - by interacting with the prospect’s content (commenting, reacting, sharing), by sending a connection…
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managing multiple Pipelines
How can I restrict a regular user to only one Pipeline vs seeing all Pipelines we have created?
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I used to be able to see all of my users activity under Settings / manage users.... and not that fun
Now I have to go into EVERY opportunity to see activity of my sales team? This is extremely cumbersome and that feature should NEVER have been removed or offered as a additional price / package...
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🏆 🇧🇷 Success Stories: Pipedrive is “made to sell”: Why a 21-year sales veteran chose the CRM
https://pipedrive.hubs.vidyard.com/watch/Hyrbf3tMRo2Bd9NciGyMkr?autoplay=1&muted=1?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. 📮 Drop us a line to share your success story - we'll do the heavy lifting. You don't need to be a Pipedrive user, we just want to share…
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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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Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment I appreciate any feedback and comments.
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Are You Making the Most of Your Sales Orders?
❓Do you take advantage of sales order forms - and if so, how do they contribute to your performance? Share with us in the comments. 💬 Sales orders play an important role in the vendor-customer sales process. While not every business or sales professional takes advantage of sales order forms, those that do stand to benefit…
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Sharing Deals between Users
How do you share deals across two users. So, for example, you have the followers and participants functions but that doesn't appear on user dashboards and I am actually not sure what either of those does other than act as a form of telling the people using the account. What would you recommend if you are trying to share…
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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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Deals - On-hold
There are multiple deals on hold due to the pandemic situations. These deals affects my overall lifecycle of the Sales Process. What is the best practice to handle the deals on hold?
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Leads Inbox can now be sorted by column
A highly-requested update in the Leads Inbox is live! You can now sort your leads based on any of the available columns, giving you more control over how you see your data, helping you stay organized your way. Expect even more Lead Inbox improvements in the upcoming weeks. Get a complete overview of Leads Inbox here.
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organised chaos? - help
hello all, as of recently I thought i was very organised with my pipelines and deals but it has dawned on me im completely overrun with my deal section. i need to get organised. Does anyone have any suggestions on the way they organise huge amounts of data and deals coming in? how i work is when cold calling businesses - I…