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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…
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Thursday Topic: Sales Strategy♟️
You're probably already following the Sales Processes topic, but did you know that we have a dedicated one for sales strategy ? Processes are vital but it's good to have a swiss army knife in your pocket should something unexpected happen, especially in these (...yes, we're going to say it...) unprecedented times. So head…
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Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
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⏰ Event: Power of Interview - Customer Interview Techniques Workshop, by UXPressia | Feb 24th, 2021
Enjoy practicing interviewing process, playing with questions, and receiving feedback on what you do? To get quality insights from your customer interviews you need practice and feedback. This workshop is an effective and fun way to get both. Uxpressia facilitates the process so that each participant gets feedback and…
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How do you use Pipedrive for cold outreach?
Hi SDRs, BDRs, Inside Sales Reps, and Inside Sales leaders, how are you and your team using Pipedrive to keep cold outreach cadences, track metrics, and book meetings? Trying to maximize our time and cut out manual work so that we can focus on selling. Any tips or settings I should know about?
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🧠 How to Go After Larger Deals - Sales Pipeline Course: Chapter 5 | 📽️ 2 mins
https://www.youtube.com/embed/9GZyvG491V8Four things you need to focus on in order to start going after large deals: 1. Learn about how bigger companies purchase. 2. Focus on bigger companies with bigger budgets. 3. Present logical add-ons and bundle multiple products and services into a deal. 4. Envision yourself closing…
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New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
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How to deal with Sales Force Leads and stages in Pipe Drive
Hi, I want to move my SalesForce data to pipedrive and am now uncertain what to do with the leads. * Do I put them in Pipedrive leads and give them a customized label named as the former lead stage in SalesForce. Might be stupid, if I cant add labels automatically with the import? * Should I build an extra Pipeline for the…
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Do website visitor tracking tools help sales conversion? (Google Analytics, Leadfeeder etc...)
Do website visitor tracking tools help sales conversion? (Google Analytics, Leadfeeder etc...)
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Please bring Customfields to the Insights Dashboard
As i am setting up our Dashboard i miss our customfields to track in the Dashboard. Is there a way to do this? To my understanding i can just use some default fields.
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Simple 3 steps to track your prospects website behavior using Google analytics completely for FREE
Simple 3 steps to track your prospects website behavior using Google analytics completely for FREE * Activate User Ids in standard GA :- Once you activate this , it will create a dashboard " User Explorer " under Audience Tab. This basically gives you full view into how users are interacting on your website with timestamp…
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Simple Way to track your prospect's website behavior using Google Analytics
Simple 3 steps to track your prospects website behavior using Google analytics completely for FREE * Activate User Ids in standard GA :- Once you activate this , it will create a dashboard " User Explorer " under Audience Tab. This basically gives you full view into how users are interacting on your website with timestamp…