Sales Strategy

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'…
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…
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 ?
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…
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…
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…
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…
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,
Would automated confirmation email/texts be helpful when scheduling meetings?
Would automated confirmation email/texts be helpful when scheduling meetings?
🏆 🇺🇸 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.…
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…
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…
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…
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…
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…
Tablets, tablets, tablets
I noticed a trend that tablets are making a comeback; sales have increased significantly in 2020. So I'm wondering: who here use tablets for work? Why do you like it, when is it useful, what apps do you use?
Pipedrive service subscription- upgrade level for individuals
The one feature I would like to add is the ability to upgrade the subscription type of individuals rather than all users. Only 4 people in my organisation would use the "products" functionality for example, only team managers need multiple dashboards etc.
Thinking outside the box. ... use PD for your supply chain too!
We've been using PD for going on 7 years. ... We were merrily dealing with our prospects and customers when I suddenly realised that PD could handle our supply chain as well. .... (well, given our specific circumstance). We work with a large e-commerce store and often order samples be sent from our suppliers directly to…
A Sales Engine that Drives Customer Relationships, Part 2 Sales Strategy Components
Hello everyone, This blog post is part 2 which will take you through the sales strategy components of a sales engine. It focuses on the key resources, key activities, performance, and culture of a sales engine. You can check it out here. I'd love to hear your feedback & thoughts.…
Best CRM & Tools for selling & marketing team for indian Startup?
Availability and bookin meetings with pipedrive feature - how it is working?
I wanted to inspect more feature of availability and sharing my time slots in emails instead using for example Calendly. Have anyone been using this feature? I have some questions related to it: * can it be synced with my calendar so it will automatically take out slots when I add something to my calendar? * when booking a…
Bonuses & Incentives for sales team
I was wondering if anyone has any tips or experiences to share on creating weekly/monthly/quarterly contests or incentives for your sales teams. What works? How did you do it?
How do I keep Regular Users from seeing specific deals in a Pipeline?
Any tips would be helpful.
CUSTOM PRODUCTS SALES. CREATEd 1400+ PRODUCTS IN “PRODUCT" SO FAR
My question? when the customer paid, we add products（created earlier) into the deals. can that deal be used to create a P.O with all the details of products. so my teammates don't have to create again on an excel sheet. it has been a pain since 2020. we want to change. there are 10-20 features in one product including…
🧠 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…
Ohjelmistoja.fi Pipedrive kumppani Suomessa
Moikka kaikki! Olen Yannis Doukas ja työskentelen Ohjelmistoja.fi'llä (Pipedrive kumppani Suomessa). Autamme mielellämme kaikissa Pipedriveen liittyvissä haasteissa. Palvellaan Suomeksi ja Englanniksi. Meidän kautta voi tiedustella myös integraatioita Pipedriven ja eri softien välille. Voin tarjota teille tunnin ilmaisen…
🎥 Pipedrive users wanted for promotional video (and get Pipedrive swag!)
Hey everyone! I'm a content producer here at Pipedrive and I'm looking to talk to Pipedrive users for a promotional video. I'm looking for: * users in Germany or Brazil 🇩🇪 🇧🇷 * who have switched over from another CRM platform (mainly HubSpot or Salesforce) * to talk about why they switched, features that they really…
Thursday Topic: Success Stories 💪🏆
This week the focus is on you: tell your community peers your success stories (pro tip: you don't need to be a Pipedrive user, we just want to spread the good news!) * How did you flip that lead that seemed lost into a deal and a signed contract? * What was your lightbulb moment about the best way to approach negotiation?…
🏆 🇺🇸 Success Story: How Pipedrive can turn struggling reps into all-star salespeople
https://pipedrive.hubs.vidyard.com/watch/n83J51K8wuUKZqSi3N1oXr?⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. @Mitch Workman , Digital Marketing Director at Big Dog Solar thinks Pipedrive is “awesome!” Thanks to Pipedrive, the American solar panel installation company now knows…

Sales Strategy

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