Sales Strategy

🧠 Sales Pipeline Course: Chapter 3 - Get Your Pipeline Stages Right | 📽️ 2 minutes
https://www.youtube.com/embed/yKqM-IcmtCATo define the stages of your sales pipeline, you need to work out the stages in your sales process that your team follows to get customers. Doing this saves time and gets everyone in sync. It also helps you set more specific activity goals. In today's chapter, Pipedrive Co-founder…
How will I handle updating prospects that have wrong phone number or as not interested? Do I add a s
How will I handle updating prospects that have wrong phone number or as not interested? Do I add a separate pipeline per category and add trigger for that deal to move from 1 pipeline to the other?
Creating a marketing campaign with customers that have previously done business or shown interest (q
I'd like to be able to export a list of lapsed customers or contacts that have previously contacted our company. I have tried doing this with filters, but where there are multiple contacts for a company there may be some contacts that have requested a quotation a long time ago, and yet other contacts have regular contact.…
Mehrere Standorte eines Unternehmens / Multiple locations to one organisation
Gibt es eine Möglichkeit einer Organisation mehrere Standtorte zuzuweisen? Im konkreten Fall sollen unsere Ansprechpartner Adressen zu einem z.B Weihnachtsmailing über einen Filter ausgegeben werden. So weit so gut & einfach. Allerdings sitzen verschiedene Ansprechpartner bei einigen Unternehmen an verschiedenen…
Research: Never used Pipedrive? Great! Help us improve our onboarding. 🎯
Earn a 100$ Amazon voucher by helping us with a research study. We’re looking for Sales and Marketing people who have never used Pipedrive and are part of a team of 11+ people. The sessions will be as follow: ⏰ 45 mins via Zoom ⚠️ Only participants that have never used Pipedrive 🚻 Sales & Marketing people but also Admins…
Mass Create Deals from Leads/Contacts.
We need the ability to mass create deals from the lead list. It's impractical to create each deal one at a time, specially for our outbound telemarketers, they need to be able to quickly add all leads assigned to them as a deal, and work through calling them.
Account Mgmt
Hi Guys, We sell to distributors and end users, and have two separate pipedrives for these. With regards the distributors, is there a way to input a sale, keep the deal open and then let the amount return to $0. as the sales are recurring with distributors I need the insights to be accurate, but also be able to look back…
🧠 Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | 📽️ 2 mins
https://www.youtube.com/embed/asjT8AY5WE4In this chapter you'll learn why it's important to set activity-based sales goals and how you do it. Setting activity-based goals helps you deal better with rejection and focus on the deals that are important. It also helps you plan your day and work out what you need to do to close…
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 *…
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…
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…
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…
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…
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…
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/
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…
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…
🧠 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…
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
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?
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,…
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…
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.
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?
How to try
Chum Robyn added thin grey red from Greece CR
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?
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…
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…

Sales Strategy

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