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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…
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Hello - Is anyone using Pipedrive within the digital and offset print industry
I would like to reach out and ask if i may if anyone can suggest how they have been able to best use pipedrive within the printing industry. We are based in Australia and would love to hear your success story and roll out of pipedrive.
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Let's help each other out! Any travel companies present?
Good afternoon, My name is Olmo from the Netherlands and I run a travel agency. Would there be any other PD-users with a similar occupation be interested in some brainstorming in how we can make use of PD in the best possible way. I'm facing several challenges (and I might be able to help you out on others): * A 'large'…
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Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
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We shoud have more space here to write notes during a meeting 🙌 do you agree ?
We shoud have more space here to write notes during a meeting 🙌 do you agree ?
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Intégration automatiques de personnes dans OFFRE
Bonjour Pourquoi ne peut on pas intégrer automatiquement autant de personnes que l'on veut dans nos offres ?? Pipedrive permet de suivre des offres pas des orgas alors on veut les informations dans les offres pas dans les orgas sinon je dois ouvrir un onglet pour l'offre et l'orga pour connaitre les différents…
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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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Inbound requests
The strongest selling point is if it’s a customer who has already worked with us. Recently the assistant of the MD of a 2019 client of ours contacted me to get a proposal for a seminar. We eleaborated a concept and afterwards chased her for a deinitie reply. Did not get it. Then their MD called me on a Friday to ask how…
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Automated Deal Scores
Hi all I'm looking to add an automated "Deal Score" field which depends on some user-entered custom fields. Not a very complicated process, but after a bit of digging, it doesn't seem like it is going to be possible without some sort of added webhook integration from another service. Essentially, I need to take a few…
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Sales Automation System
Hey, Any recommendation for a sales automation tool that is integrated with Pipedrive? We are currently using Hubspot sequences which is a great tool but a bit pricy and not connected to Pipedrive. Thanks,
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Would automated confirmation email/texts be helpful when scheduling meetings?
Would automated confirmation email/texts be helpful when scheduling meetings?
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🏆 🇺🇸 Success Story: How Pipedrive can turn struggling reps into all-star salespeople
https://* https://pipedrive.hubs.vidyard.com/watch/3ZkLVvrGmXCqW3LijzziPc?autoplay=1&muted=1?ref=community_post@Mitch Workman , Digital Marketing Director at Big Dog Solar thinks Pipedrive is “awesome!” Thanks to Pipedrive, the American solar panel installation company now knows which leads are driving the most revenue.…
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List of SALES AUTOMATION workflows to share in CRM Pipedrive 2020
I have more than 20 different type of AUTOMATION workflows done for different clients so far in Pipedrive. Would somebody like to share their AUTOMATION? I can provide full access to the details on how was done each of one, If you are able to share yours. NOTE: Sorry the English, this was done originally in Spanish and…
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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…
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Editing process / fields / stages
Hi everyone! We've been on pipedrive for about year now and are going through some growing pains. As we prep our operations for efficiency and scale, I'm wondering how people handle editing the fields / stages and automation without breaking what's in flight. It'd be ideal if we had a staging environment where we can…
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Sales Process Tip: Give Your Sales Team an Unfair Advantage with Turbocharger 365 Day Tracking & Ale
We are excited to announce that Turbocharger 365 Day Tracking & Alerts is now available on the Pipedrive Marketplace. This simple addition to your sales process will help you Sales Team close more deals every month. Similar functionality for other CRMs costs thousands of dollars a month. The same powerful technology is now…
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Now live: sharing Insights internally
⚠️ Update: Good news, this is now live! See more here. 🚀 --------------------------------------------- Increase team alignment by allowing users to share and access performance overview internally. For whom? All plans. How will it work? * All roles (admin+regular user) will be able to share their dashboards with other…