Sales Strategy

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…
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…
⏰ 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…
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?
🧠 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…
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…
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…
Do website visitor tracking tools help sales conversion? (Google Analytics, Leadfeeder etc...)
Do website visitor tracking tools help sales conversion? (Google Analytics, Leadfeeder etc...)
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.
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…
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…
Sales Pipeline View Quantity/Units instead of Value
Hi all, OUr sales targets are based on the amount of money we raise, not the $ amount they generate, which is pretty traditional in the fund management industry Is there any way I can view the Quantity in the pipeline instead of the $ value based on the fee generated? If I could see both that would be of course even better…
Insight report to show inbound leads based on campaigns
Does anyone know how to create a report where i can report my inbound leads grouped by a custom field eg Campaigns. Where that field contains various marketing campaigns that have been undertaken.
Run query / filter on recorded calls
Can I ran a query with a filter on recorded calls. For example # recorded calls/ month (or month to date)
Organisation data for the deal
Do I have to fill in details of the organisation that I am making a deal with everytime, or can the tool fetch the data from the organisation? I guess it copies the data to organisation when I fill in the data for the deal?
New: Forecast Goals are live for Professional plan 🔭 🎯
* Professional plan only * New goal type “Forecast” is introduced * Shows cumulative results of open and won deals * Won deals are shown by won time * Open deals are shown by the expected close date * This goal is measured by the deal weighted value Learn all about Goals with: * our Knowledge Base tutorials * our blog…
🧠 Plug the Leaks in Your Pipeline - Sales Pipeline Course: Chapter 6 | 📽️ 2 mins
https://www.youtube.com/embed/LtQ2I8O3eSwLearn why plugging the leaks in your sales pipeline is an important step if you want to increase your closing rate in this video. The 4 key steps: * Work with the right people. * Go before you’re invited. * Drop the wrong prospect as soon as possible. * Get to know your potential…
Unified Client Portal
Hi! Are you planning to develop a Client portal for PD user companies, which can be accessed by their clients to request and receive a Quote, post an amendment, negotiate, etc.? Thank you, Magor
Looking for Inspiration
We have been working with Pipedrive and we like it a lot. But we are curious on how other business are making use of Pipedrive, therefore I would like to get in touch to get inspired...:-)
This has some great Potential for a Sales Recovery of Lost Deals.
This has some great Potential for a Sales Recovery of Lost Deals. When looking to recover work from the lost transactions, utilizing leads-Beta Version. Recovering lost work and bringing back to Teams sales Pipeline. https://screencast-o-matic.com/watch/crnlcDS3RF
Ist der Versand von Kalt-E-Mails nach wie vor der beste Weg, um neue Leads zu erreichen? 💡
Die aktuellen Anpassungen der Allgemeine Datenschutzverordnung (DSGVO) von 2016 hat Änderungen bei der Art und Weise, wie wir Kalt-E-Mails verfassen und versenden, mit sich gebracht. Sind diese nach einigen Jahren der Adaptierung immer noch der beste Weg, um neue Interessenten zu erreichen oder erzielen Sie mit anderen…
Data Works, And Then It Doesn’t. A Salesperson’s Look At 2021 Planning.
One of the truths in sales is that repetitiveness is the path to oblivion, both for your company and your role as a manager. With the new year here, take time to hit that refresh button and look at your forecast with a critical pair of eyes. Don’t assume anything. Don’t think you control your market or customers. Let the…
Can we colour the tiles on pipedrive view??
In this video https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics/chapters/pipeline-view?ref=help_center_search the tiles have colours on them can someone tell me how to get this on? it is some sort of priority?
Deal value
How do I add a deal value to a deal once it has been created?
The ‘Friday’ Opportunity: Big Data Shows The Day With The Biggest Sales Potential
Wednesday (hey, look at that, it's today!) is the international day of closing and working really really hard, seemingly agreed upon by most salespeople all over the world. There’s no agreement about the best day to sell or prospect. Even Monday, which has the reputation for being a “bad” day for closing, is the best…
Reason for loss not display
Hi, I've just use this workflow automation : * When an opportunity is moved to the "lost" pipeline stage, the status of the offer is updated to "lost". There is an issue with this automation : when I manualy change the status from open to lost, I can fill in the reasons for loss thanks to a pop-up message. When the…
Is there a way to only display the custom fields (on the left hand side) which have been completed?
We have lots of custom fields, only some of which will be completed for each deal. It's confusing seeing so many (especially when lots are empty). I'd like to set it so only the completed custom fields are displayed on the left hand side. Is this possible?

Sales Strategy

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