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Emailing automation
Dear all, i'm new to Pipedrive and i'm fighting with the automation possibilities. I would like to create a flow like the following: * Send email 1 * If not answered within 3 days * Change funnel stage and send email 2 * If not answered within 3 days * Change funnel stage and send email 3 * If not answered within 3 days *…
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My company, Kihbba.com, is currently looking for someone that knows Pipedrive and Zapier like a pro.
We are looking for a person to join our staff for 8-12 hours a week handling our pipedrive tickets and zapier related pipedrive creations. If you know how to do this...please call me at704.804.2119. This is not something we are outsourcing, we are doing it as an employee, paid every friday. Must be US based, business taxes…
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New: OneDrive and Sharepoint now in Sales Documents! 📄
Why? Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place. For whom? Users in the…
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Sales Objections Tool: Tell us the objection. Get expert responses. 🙅🔜💰
Browse, copy, download and even save favourite responses by: Time | Price | Need | Trust | Competition | Authority | Industry We know it can be frustrating to receive objections from prospects, but there are techniques you can use to counter with confidence. We’ve reached out to some of the top-notch sales teams using…
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Partial sales
Hi folks, month ago Pipedrive announced for 2020-2 we could manage deals using "partial sales", in example I have an annual deal about USD 120.000 (for now 10.000 each month), I want to follow that 12 deals monthly, track it to see each month the relation with customers and details, maybe increase or decrease the next…
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Hello Pipedrivers! Question about the use of CRM software for B2B companies
I am writing a report about how CRM softwares can enhance the performance/efficicency of B2B companies and about why a CRM software is useful especially for companies in the B2B Market. Does anyone have any information about this? Any comments, your own experience or links to access articles/data about this topic would be…
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Tips for Improving Your Presentation Techniques
Hello, in our work with clients we help them develop skills on "storytelling", thought I'd share this blog post on "5 Quick Ways to Drastically Improve Your Presentation Technique". You can check it out here ... https://academy.dotankdo.com/blog/5-quick-ways-to-drastically-improve-your-presentation-technique/
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Looking for inbound/outbound pipeline workflows & best practices.
Hi all, Hope this will resonate with some of you and get a discussion going. I'm very much interested about recommendations and tips regarding the best/most efficient way to handle inbound and outbound leads and deals on Pipedrive. More specifically, how to accurately track inbound vs outbound performance all along the…
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Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on web
Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on websites like a Chilipiper but integration only with Pipedrive. It helps prospective clients (leads) to book a sales meeting the moment they submit the webform on your website and get meetings automatically booked & calls…
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🧠 Understand the Numbers Game - Sales Pipeline Course: Chapter 1 | 📽️ 2 mins
https://www.youtube.com/embed/AFvgwM9D5a0Welcome to the beginning of our Sales Pipeline Course! In this first short video, Pipedrive Co-founder Timo Rein helps you understand what a sales pipeline is and how it can help you grow your sales. Depending on your industry, these stages may be different but the principle is the…
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Sales Sequences that should be part of your outreach
Becc Holland has shown several unique sequence triggers that you can use today to connect with your prospects and future customers. https://www.youtube.com/watch?v=tRaXa6cU24Y
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How does one get satellite view google maps on the Pipedrive mobile app when you use the near me fea
How does one get satellite view google maps on the Pipedrive mobile app when you use the near me feature?
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Pipeline Stages
We currently use 3 stages: Opportunity, Proposal, Presented. We also utilize a pipeline dedicated to our estimator and admin support with two stages where the salespeople pass deals to and then they are passed back to the sales pipeline once work is completed. The estimating pipeline has two stages: Data Verification,…
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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
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What are the options for forcing field formats? Phone numbers for example, to force, say (XXX) XXX X
What are the options for forcing field formats? Phone numbers for example, to force, say (XXX) XXX XXXX style format.
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Building target lists 'Leads Inbox'
I am finding myself adding leads to the leads inbox from contact records in our piepdrive database for people I want to make sure are front and center for me to contact. Prime targets so to speak. * Is anyone else using this the same way? * does anyone else use a different solution that works well for them?
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How to try
Chum Robyn added thin grey red from Greece CR
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Estimating workflows
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
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Receive 'seller' leads from 'real estate' platforms on auto-pilot!
Are you searching for leads? Hi, there my name is Dominique Hoogsteder from Belgium and if you say leads then I can help you. We have build a lead importer and sniffle tool that we can install for you. We will find leads on demand, 24/7: * People that place their properties on the major platforms. * People that place their…
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Now live: Goals in Insights 🎯 📈
In another step to make Insights fulfil its potential, we are soon starting to work on bringing Goals into Insights, which means that dashboard, reports and goals will all be brought together. We know this will make our users very happy! Why? Goals are an essential element of growth: they give a clear vision, set a sharp…
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Goals feature
Hey, Pipedrivers! Can you share your use cases of utilizing Goals feature in Pipedrive? For the moment I can't make use of it, in my opinion it's not mature enough to implement it for sales process and revenue growth.
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How do you use Pipedrive?
I would be very curious to see how some of you fellow construction companies have your pipeline(s) built out, and what are some of the automations/custom fields you use for your sales and work fulfillment process. If anyone can reach out, we would be very grateful for your time. Would love to bounce some ideas off…
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5 metrics that will help sales managers make better decisions
Average Sales Cycle: This will show you what’s the time taken for the deals to complete and will give you an idea of whether your sales team is slacking or cruising in terms of closing deals. Average Sales Price: Using this metric, you can negotiate confidently with customers or even try to capture more revenue by…
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Is there a way to track "new contacts added" in the Insights section?
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New: eSignatures in Sales Documents for Enterprise and Professional ✍️ 📄
eSignatures in Sales Documents We’ve added eSignatures to our Sales Docs feature so you can get documents signed using Pipedrive, without needing extra software or having to print and scan copies. eSignatures is currently in Beta and during that time you can enjoy the unlimited usage of it (exclusive for Pro and Enterprise…
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Pipeline for calling
I am looking for suggestions how to build pipeline for calling - never done that. We have two lead generating people who will be using pipedrive. They will call people 3 times, send email with some details if respond. I need to track these people and make it as transparent as possible. I want to see how many times they…
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I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am
I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am I able to change the titles in the pipeline?
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What has been the key to your success in the transition to remote working? 🏠 💻
The selling landscape has changed radically over the course of 2020 and remote working has become the norm for salespeople the world over. Working from home has presented sales professionals with challenges on an individual level and to the wider areas of business. As Liston Witherill says: “As we’re wrapping up the year,…