Sales Strategy

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.
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…
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…
Is there a way to track "new contacts added" in the Insights section?
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…
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…
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?
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,…
IT Resellers / VAR Companies using Pipedrive
I am prototyping a solution that integrates with Pipedrive to make managing deal registration and renewals easier. I wanted to collaborate or just get 15 min of feedback on what I have built thus far from a few experienced IT channel resellers who have in the trenches experience with the fun of managing deal reg and…
For an offer, how to retrieve the details of each product?
Hi Everyone, I am taking the liberty of writing to you because I am encountering a problem. For an offer, how to retrieve the details of each product? in terms of quantity and amount because only the global result is specified there thank you for your time Nicolas
Tagging an email to the deal activity history
Hi, I was wondering if it's possible to tag an e-mail history (gmail) to the referred Deal (on the Activity). On SalesForce when you add its own e-mail (like a SF tag) as BCC it's automatically saved on the Opportunity activity history. Is this possible on Pipedrive too?
Pipeline "Kopfzeile" Einstellungen ändern
Liebe Experten, wir verkaufen Produkte in den Lebensmitteleinzelhandel. Da bspw. bei EDEKA mehrere Filialen (PoS) zu einem "Lead" gehören (EDEKA Kaltschmid hat 8 Filialen aber ich verkaufe nur an 1 Ansprechpartnerin), möchte ich die mit dem "Lead" verbundenen Filialen im Lead vermerken und dann kumuliert in den Phasen…
Live: Sales Documents + Microsoft Word/OneDrive 📄
⚠️ Update: Good news, this is now possible! 🚀 See more here. ⚠️ ****************************************** We are currently working to make it possible to use the Sales Documents feature with MS Word/Onedrive for users in the Advanced plan and higher. Not just Google Docs anymore! ❗In fact, the beta testing program is…
Community Roundup - Volume 8 🗣️
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
Calculate "Non-Subscription Churn" in Pipedrive?
We are a web design agency and most of the work we do are non-subscription based services (one-off projects). Is there a way to calculate the "non-subscription churn" rate in PipeDrive? Are you getting this data in any other ways? I know PipeDrive has got churn rate calculations for subscription products but I am trying to…
The art of turning a sales objection into a booked meeting 😎
Good objection handling is something of a must-have in sales, where you face objections and rejections every day. Too many sales folks give up after their first rejection, do not do that. First, identify whether it is a real objection or is it just a reflex response or is it the dreaded brushoff. When you research your…
How to Handle MASSIVE OUTREACH in a Pipeline
Hey guys! Got a BIG and GREAT problem to resolve ahah I use an app called CallTools that basically helps me to do hundreds of phone calls really quickly. I have 2 problems with that and my follow up process: I've got a HUGE Follow up Sequence, what is the best way to handle all those poeople in it? Using a 3rd party app to…
Looking for an expert to complete an implementation project
Hi Pipedrivers 🙌 We're looking for an Expert/Consultant to run the Pipedrive implementation project for a production company here in Poland: Scope: * Discovery/preparing CRM specification * Uploading the data including deduplication * Email automation * Integration with intranet * Marketing reporting * Forecast and…
Automated tasks at specific times of the year: How do one create automated tasks at specific times
Automated tasks at specific times of the year: How do one create automated tasks at specific times of the year to start seasonal sales activities. We have seasonal sales of specific products. For example, in springtime, I want to have automated tasks for every account manager to contact all their accounts about specific…
Map feature going away
On a daily basis we use the map feature in products to search of other products within a mile radius. This feature is going away and Pipedrive just told me, that's a definite. I am very disappointed as this is a critical feature for the work we do to be able to search what is in a radius of 5 miles, 10 miles etc. Am I the…
ROI DE TREINAMENTOS!
O Treinamento não foi aprovado... Veremos neste post porque deixar de calcular o ROI (return on investment) dos treinamentos é, em geral, a principal causa porque eles não são aprovados. Não é frustrante quando a empresa lhe nega aquele MBA tão sonhado, ou o treinamento de vendas que você está certo de que vai alavancar o…
Hi Pipedriver's! I'm building my teams sales techstack for 2021. What tools should I use? [Click to
Hi Pipedriver's! I'm building my teams sales techstack for 2021. What tools should I use? [Click to vote and then comment below with feedback on that matchup!]
Consulting Resource Management
There are two sides to the company I do Business Development for: software sales & services for a software solution we produce and support, and project-based consulting. We have a roster of third party consultants with varying skills that we are able to bid on tendered projects. I need to keep track of their areas of…
Survey: Share your 2020 sales experiences and 2021 expectations until December 11th 🚀
We want to hear from you: share your experiences in the sales industry in 2020 and your expectations for 2021 by taking our 15-minute State Of Sales Survey! * Answers are anonymous, confidential, and not tracked. * We'll create in-depth reports in various languages and share them with you. * Deadline: December 11th *…
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Sales Strategy

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