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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?
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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!]
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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…
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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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recherche un integrateur
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Publishing listings to Facebook & Instagram shop true Pipedrive with our Publisher.
Dear Pipedrivers, We are building a real estate extension that allows you to * Publish the property on your Facebook shop * Publish the property on your Instagram shop * Collect lead information on deal level in PIpedrive It allows you to run dynamic adds with a verry low cost. You will be generating allot more showings…
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Community Roundup - Volume 7 🗣️
Hope everyone had a restful weekend! If you are looking to get your mind running again, check out these posts from our Sales Community and join in on the most interesting discussions: 🔥 How Can You Replace A Salesperson Without Harming the Relationship With The Customer? 🔥 How To Share Deals Externally Without Sharing…
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Impossible to use contact tags in workflow automation ?
Hi, I would like to use tags in my workflow automation : for instance update a field if the contact has a specific tag, and update it if the contact has not anymore this tag... It there a way to do it ? or do i have to use Zapier ? Thanks Jean
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Template field clickable
Hello people, I've created a trigger that sends an email to a deal owner when there a new deal. In this email i use the 'Organisation' and 'Contact' field. This ends in the email as plain text. Is there a workaround that presents a link to the specific deal? Thanks, Rob
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Community Roundup: Volume 2 🗣️
Our Sales Community continues to thrive on very interesting conversations between our members! 💪 Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Product specific discussions 📦 * How to Manage Won Deals in Pipedrive * Best Way to Directly…
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Help needed. Is there a way to clone your Pipedrive environment for another sales team/customer? If
Help needed. Is there a way to clone your Pipedrive environment for another sales team/customer? If I configured Pipedrive for one client and another client in the same industry likes most of what they see, could I clone that environment for a second client and then customize it? Trying to save time doing the setup from…
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Would anybody be interested in: That a Pipeline is separated into Stage Groups with sub-stages? Thes
Would anybody be interested in: That a Pipeline is separated into Stage Groups with sub-stages? These Stage Groups could be addressed via automation to.
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Setting sales budgets with Advanced Subscriptions
Hi all, has anyone been able to allocate a budget by month/qtr/year per user and or company with only an advanced subscription type?
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How to track efforts to build referral sources
I own a private therapy practice. Referrals from other professionals is the lifeblood of my business. When email, call, and meet others I want to track my efforts. Also, I want to track how many referrals each person has sent me and how many I've sent them. How do set up Pipedrive to do this? Thanks so much, ~ Ric
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Hey Pipedriver's! New user alert. With customer experience in mind, do you prefer using Scheduler or
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💡 Overcoming Objections in Sales: "I'm not interested"
https://www.youtube.com/watch?v=7JqmuwWq8gw"I'm not interested" is one of the most disheartening objections you can hear. So, what persuasion techniques can you use to turn the conversation and even set a meeting at the end of the phone call? We'll help you with this video, which includes follow-up questions and concerns…
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Community Roundup - Volume 6
It's Monday, you know the drill! We selected the most interesting discussions going on in the Community and deliver them to you on a silver platter.✨ Check out the links below and join in the conversation: 🔥 Overcome Long Sales Cycles 🔥 Including Videos in Emails 🔥 Workflow Automation Tips from Users ➡️ Follow the…