Sales Strategy

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?
Reopen an already won deal and mark it as won again
Hi all, How do you prevent reopening a deal that has already been won? The possibility to reopen a deal from the last reporting period and mark it as won again allows to influence forecasts and evaluations. Unfortunately, there is no way to restrict that by user rights. Andri Annuka gave us a good tip to use automation to…
Multiple pipelines and auto converting
Hey everyone, I`m trying to resolve one headache :) Have multiple pipelines for my deals, they are based on different cities. Tried setting up workflow automation to trigger auto converting from lead to deal and made it, but there is no chance I can define what pipeline deal should belong to. How can I resolve this? Thanks!
Thursday Topic: Community Tips & Settings
https://pipedrive.hubs.vidyard.com/watch/XLX4F37tcwTzTpUK233FT5?Inception! This Thursday's topic is Community Tips & Settings: have the Community experience you want, tailored to your interests and your time. Did you know you can control when and where you get Community notifications? The video above will walk you through…
⏰ Event: How to sell to SaaS to SMEs at scale? | Feb 10th, 2021
How do you sell into a SaaS market with numerous strong competitors? This wednesday, Clubhouse will be discussing strategies and tactics to become a key player in the market for CRMs with @Michael Schrezenmaier, Jasper Masemann and Jens Hutzschenreuter. Digitalization, B2B Sales, SMEs and CRMs will be on the menu. Both…
Planned: visibility groups for Leads in all plans 👁️
Visibility groups in Essential and Advanced Visibility groups in Professional and Enterprise In our continuous effort to keep Pipedrive as instinctive as possible, we are working on one of the most requested features: giving Leads visibility settings, just like Deals have. Currently Leads are visible to all users in your…
Integração LinkedHelper & Pipedrive :: LinkedHelper & Pipedrive integration
Olá pessoal, por gentileza! Gostaria de saber se alguém já fez integração com LinkedHelper e Pipedrive?
A Sales Engine that Drives Customer Relationships, Part 1 Customer Facing Components
https://academy.dotankdo.com/blog/a-sales-engine-that-drives-customer-relationships-part-1-customer-facing-components/ Thought I'd share my sales blog on growing the value you deliver to your customers by elevating and/or changing the relationship you have with them. Would love to hear what you think & your feedback. In…
Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline – not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:…
Mailigen Syncbot to Pipedrive actions
Great Interaction with Pipedrive support yesterday. I was typing up an internal note but I figured to share. I am thinking of putting all my pipedrive notes on posts so I can have everything in one place and share a little bit of knowledge. Mailigen syncbot to pipedrive supports - The options are that you can: * - Create…
Labellcall (app which identify your customers)
Hey everyone Me and my friends created Labelcall app to identify a caller person that is connected with Pipedrive database. In simple words when someone calls you mobile app (Android only) shows you information stored in your Pipedrive I would like to ask you what information would be crucial for you as active users I will…
Well, how did we do?
Update: check out the results here 👀 ---------------------------------- Hi Pipedrivers 🚀 With 2020 behind us, we want to hear from you! In this past year full of unexpected challenges, we worked hard to give you the tools you needed to stay afloat and now is the time for you to tell us what you thought of them. Choose your…
Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
Why can't I see a Deal change a colleague made?
A colleague add an email to a Deal I own, but I don't see the change on desktop or phone app. I know the change is there, she sent me a screen shot. I'm an Admin user on the system and the change was made >6 hours ago.
🧠 How to Add More Deals - Sales Pipeline Course: Chapter 4 | 📽️ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put new…
ברוכים הבאים לקבוצה הישראלית בקהילת פייפדרייב הבינלאומית :-)
יצרנו פלטפורמה לשאלות ותשובות לקהל הישראלי. שמי דודו ציזנר מחברת לאנדוליני פתרונות, ואני מוביל את קהילת פייפדרייב בישראל מאז 2015. עכשיו כחלק מקהילת המכירות העולמית של פייפדרייב שמור לנו מקום של כבוד בשיח ובפעילות. אנחנו עושים דברים מדהימים בישראל עם אוטומציה מכירתית ואינטגרציה בין פייפדרייב למערכות אחרות ואין לי ספק…
How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
Deals - Doubt about conversion rate
Hi Users! I am working on my kpis and i am not sure how to manage the conversion rate. I can see that Pipedrive includes by default only the deals that I added during the actual year. So my concern is what the theory says about conversion rates. When i finish the year, i should update the open deals as "lost" and reopen in…

Sales Strategy

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