-
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.…
-
Update to Adding Contacts is now more time consuming and requires several more clicks - not happy
Using Pipedrive everyday to add contacts to companies, I have noticed a recent update that is frustratingly inefficient and in my opinion unnecessary. Before the update, I would just click on the"+" button to add a person which would bring up some person fields for me to fill out.. perfect. Now when I go to do the same, a…
-
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…
-
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…
-
🎥 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…
-
Timezones for cold calling?
Is anyone able to separate calls by timezone for cold calling campaigns?
-
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?
-
Adding leads from persons in batch
Hi, I just wanted to ask, is there any way, how effectively add persons in batch to leads?
-
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…
-
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.
-
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…
-
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…
-
🧠 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…
-
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…
-
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…
-
🎥👀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…
-
How do I email #sales calls to multiple clients at once?
#sales tips and tricks