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Next Activity for Lost Deals
Hello, Wanted to get everyones thoughts on the next activity pop up for lost deals. I have an organization that currently is trying to transition to working off the activity screen for daily action items but, their biggest complaint is Pipedrive requesting a next activity even if the deal is marked lost. I really…
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🎥 Pipedrive-Nutzer für Werbevideo gesucht (und Pipedrive-Merch gibt es auch!)
Hallo zusammen! Ich bin Content Producer hier bei Pipedrive und suche Kunden für ein Werbevideo, speziell Kunden aus dem deutschsprachigen Markt, die entweder von HubSpot oder Salesforce gewechselt haben. Wenn Ihr interessiert seid, folgt bitte diesem Link zum Beitrag, den ich bereits im Pipedrive Community Research…
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Timezones for cold calling?
Is anyone able to separate calls by timezone for cold calling campaigns?
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Integrations with Clover
I have a client who has a online e-commerce store that is linked to Clover for payment processing. The website will not export customer data. Clover allows some exporting, but it is not great. Has anyone found a way to integrate customer data from Clover into Pipedrive?
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Adding leads from persons in batch
Hi, I just wanted to ask, is there any way, how effectively add persons in batch to leads?
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Customer onboarding solutions!
I've recently joined a SaaS payments business and inherited Pipedrive as a CRM. Very impressed so far and have begun to invest more and more time building to automate as much as possible. I've recently added Docusign which we will be testing this week. One area we're exploring is the ability to onboard customers using a…
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How do I find Partner generated revenue?
Hi, Looking at Pipedrive for our company and have a question. We have a a lot of agencies working with joint customers and referring them to us. We have the contract with the end customer. How can I get an overview of all the deals a partner has generated without looking through customer by customer.
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Cold emailing structure in pipedrive - Leads or deals? Let's discuss best practises
Hi pipedrivers, I am working on new process. Basically we have list of people in PD and our salesman goes and calls these people. There is some process and at the end the response is either yes, no, not now but in future, no response. I am thinking, what is the best practise, currently there are 3 possibilities: * keep…
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New: eSignatures available in Professional trial accounts ✍️
https://pipedrive.hubs.vidyard.com/watch/msXXTeYAU1BLh3YXfFtHxC?In addition to paying customers in the Professional and Enterprise plans, now eSignatures is available for accounts in trial with Professional plan selected and valid billing details entered. So now you can play around with eSignatures before you decide that…
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🧠 Make Time For Prospecting - Sales Pipeline Course: Chapter 9 | 📽️ 2 mins
https://www.youtube.com/embed/087zHpE2YT0* ?ref=community_postThe most effective way to have a healthy pipeline is to effectively manage your time. This means making time for all the essential sales activities, including prospecting. However, it can be hard to find time for prospecting, especially if you feel like you…
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How do
How can I log a sales of "off the rack" sales? (meaning, it only required creating a simple quotation for hardware accessories based on customer needs). This sale is only an accessory to a major deal. Should I add product to the major deal? or is there a way that I can I log ? Separate invoice was created for this hardware…
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Thursday Topic: Relationship Management
If you're using a CRM you're already taking steps to track and manage your relationship with your prospects, customers and maybe even your suppliers. However, not only of CRM is relationship management made, and in Sales when you think you've seen it all you find yourself in a new jigsaw puzzle to solve. No amount of sales…
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🎥👀Pipedrive Academy Highlight: New Web Visitors Add-On demo is live!
https://pipedrive.hubs.vidyard.com/watch/bEVTJYKShYzTBrdubgqChE?In this video you'll learn how to use the Web Visitors add-on to create custom segments of engaged web visitors so you can cater your outreach and make a lasting impression. 🧠 To see more how-to videos like this and even get video demos of upcoming feature…
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How do I email #sales calls to multiple clients at once?
#sales tips and tricks
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🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins
https://www.youtube.com/embed/1MkUDwu9j3AA clean pipeline is a healthy pipeline. If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales…
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Sales b2b!
revin cu un nou post poate mai activam putin grupul. Cum aveti segmentat procesul de sales B2B? La noi avem asa: Partea de calificare are un flow Partea de sell efectiva alt flow si se bazeaza pe inputul din zona de calificare leaduri. In cazul nostru b2b media & Hr ce am observat ca functioneaza: 1.segmentarea in functie…
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Please fix: phone pop-up
Hi, When phoning straight from PD: I'm on the Organisation card, I click on the phone number > call from my phone > a very handy pop-up appears. When I'm done, I I click "mark as done" and then "save", PD navigates away from the current Org page - thereby denying me the possiblity to add a follow-up activity. Poor UX.…
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Webhooks?
I have a client who owns a SAAS company/software. They want to be able to update deals in Pipedrive when a deal signs up to a trial and when they have paid. They said they have developers but would like some advice on what to tell their development team. They're happy to use Zapier or direct webhooks to PD. Could anyone…
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Show lost deals with calls more than 20 minutes
We use Kixie dial and want to be able to view calls which were longer than 20minutes that resulted in a lost (or won) deal. In Insights we can view calls which lasted more than 20minutes, but I can't attach this to deals to see how many long phones resulted in lost deals. Does anyone know how to do this? Thanks
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I am looking to connect with other business consultants and brain storm best use cases for using Pip
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What are Sales Objectives? | 📽️ 1 min
https://www.youtube.com/embed/dUfyF7PlK8ALearn how you can set sales objectives for a clear roadmap showing what your sales team needs to do to help your company achieve its goals. Any sales objective that has a chance of succeeding needs to be set in steps: consider setting sales objectives using a SMART mindset. Read our…
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Who would like to see the ability to drag attachments from emails directly from Pipedrive email to a
Who would like to see the ability to drag attachments from emails directly from Pipedrive email to a folder on the desktop like it works in Gmail?
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Beta testers needed for Sales Documents sharing and storing improvements
Easily share templates with your team in Pipedrive UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at salesdocs@pipedrive.com 🙂 ___ Hi everyone, We've been making some big improvements to…
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⏰ Event: Having a Difficult Customer Conversation, by APS | Feb 24th, 2021
Uncover the science and psychology underpinning the best responses to hard customer calls, enabling you to protect pricing and loyalty. 📌 Learn more and enrol here. 🔔 Follow Events to get notified about events of interest for different industries, locations and languages. Did you know you can post events too?
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Creating cadences
Does anyone know if there is an ability to create cadences in Pipedrive or will I have to manually enter all the follow up touches? Thanks!
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🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 2 mins
https://www.youtube.com/embed/GrTjIitPw-YLearn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. Recap all four levers: * How to add more deals * How to go after larger deals * Plug the leaks in your…