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Auto re-assign activities when a deal is re-assigned?
hi there, We have setup a situation that our office managers re-assign incoming deals to our account managers. For every deal we have a set of standard automated tasks that are created. By default new deals and the underlying auto-generated tasks are assigned to the office manager. Question: is there a way to automatically…
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Tracking Employee Time
We utilize pipedrive to manage jobs in our electric motor repair facility. Each repair job is handled as an individual deal. We would like to be able to have mechanics clock in and out of the jobs/deals for time tracking purposes to flow through to invoicing and possibly payroll. Basically we want a timeclock function that…
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Do you use the MEDDIC sales methodology? 💰
Check out this article: MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process , you might learn some interesting tips that will save you time and optimize your sales cycle. ➡️ Follow our Learning topic for a one-stop-shop of curated knowledge about sales, marketing, CRM and everything around them.
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We would like to incorporated of MEDDICC process in Pipedrive. Is anyone doing this? Or have found o
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Tracking product sales campaigns like a deal adding multiple organizations
Hi I deal with the same 100 customers and I run product campaigns to all or a portion of them. Can I create a product deal and add org as targets, instead of creating 100 deals for the same thing?
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How to recycle champions and close deals easily in B2B
Hi pipedrivers! Over the last few weeks, I have been testing a quite innovative leadgen tool called Champlist (https://champlist.io). I am in the private beta program and I promised the founders that I will share my experience with the community if I close some deals with its help. To my surprise, thanks to Champlist I…
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Recommendation for Managing Won Deals w/ Products
Hi All, I'm looking for advice and suggestions from others on how they manage the actual fulfillment of won deals in Pipedrive. At the moment there seems to be no way to automatically push the data from a won deal to any other platform / gsheet / anything and also include the products associated with that won deal. Due to…
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Time-based email automation
Hi Team, Hope you're all safe. I have an inquiry regarding time-based email automation. E.g. If Deal is rotting, send template 1, if last email received > 5 days, send template 2. Is this already working and I just don't know how? Is this in dev? or only on the roadmap? Thanks for sharing your thoughts as usual :) Richard
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11 Welcome Email Examples to Engage New Customers 💌 ⚡⚡
The welcome email is an email sent to a new subscriber or customer after they’ve signed up to your email list. It is the digital equivalent of a cashier handing you a receipt, thanking you for your purchase and pointing out other items to consider buying on your next visit. The welcome email, either standalone or in a…
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Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
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Is a channel sales strategy right for your business? 🤝
A channel sales strategy, in contrast to a direct-sales strategy, involves using partners and third parties—such as affiliates, distributors or resellers—to sell your products or services. Channel sales is meant to help you develop new revenue streams beyond your direct-sales reach. This strategy works best when you…
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3 actionable ways to take your follow up game higher! 📹📞📻
‘Follow up and close the sale’ all of us sales folks know the importance of this phrase. We found out 3 actionable ways to follow up from Jeff Shore, the author behind the seminal book on follow-ups. Here they go - 📹 𝗦𝗲𝗻𝗱 𝘃𝗶𝗱𝗲𝗼𝘀 In these remote working times, one thing that really works is videos. Record 20 ~ 30 seconds…
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WorkFlow Automation
Hey . I'm a new Pipedrive user and im thrilled to start with it ! I wanted to ask you all as a community about the automations in Pipedrive, what automation do you all use ? why do you use these automation ? how did you create it ? If you have some tips for automation that made your life easier please leave a comment .…
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Expert Pipedrive User: Sales Manager needed for a long-term job
Day Translations is in need of a Sales manager who knows Pipedrive. You must configure, lead and track all of our Sales Team. Train our sales team, set up PipeDrive, track the success of everyone, install plugins and more. 1. Have experience with Pipedrive. 2. Have the ability to manage others and check milestones 3. Track…
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"Pause" or "On hold" deal status
It would be great to introduce "Pause / Oh Hold" deal status. Especially during COVID-19 pandemic when there is so much uncertainty and a lot of deals are truly on hold.
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Integrations calling and marketing to Local Government
Anyone have experience and can give me lessons learned and ideal integrations for email marketing and cloud calling apps (record all calls and drop voicemails)? The buyer persona are director levels at municipalities and county governments. Thank you!
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Deal won > Automatic email with products ordered
Hi everyone! I want to save time and limit the risk of error when I won a deal. Let’s say that I have a deal and there are products attached to it. When I click the deal is “won”, is it possible to send an automatic email to a colleague and include this information : * Company name + info * Contact name + info * All…
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Is there a way to score leads based on behavior on website ?
Hey! Wondering if there is a way for me to score leads based on the pages people have visited on my website. I would like to have an action or have the lead earn points as they browse through my website. The points would then reflect on the properties of the leads in Pipedrive. Is there a way to make this work using only…
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Pipedrive Reports / Case Study
Hey Pipedrivers, we've recently had a chance to work with a customer on a bunch of Pipedrive optimizations, including: - CRM audit - Team meeting - CRM guidelines - Pipedrive Insights - Google Spreadsheet reports If you don't know how to set up custom reports for your CRM system, hopefully, this will be a valuable piece of…
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Great post about sales prospecting techniques:
7 Sales Prospecting Techniques Every Sales Professional Should Be Aware Of https://www.soleadify.com/sales-prospecting-techniques/
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O FATOR “RISCO” NO PROCESSO DE VENDA/COMPRA!
Quem se arrisca com o Risco? Como Profissional de Vendas você já deve ter passado inúmeras vezes pela situação descrita abaixo. Você é chamado para negociar uma proposta e é informado pelo Profissional de Compras que tanto você, marca A, quanto seus concorrentes, marcas B e C, foram aprovados pela área técnica da empresa.…
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Activité unique pour plusieurs prospects
Bonjour, je souhaite indiquer une activité (la même) pour plusieurs prospects. Comment faire pour éviter un copier coller? Merci pour votre aide. Laurent
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Cemmercial proposal templates
Hi, I am looking for an opportunity to create a templates like Commercial proposal that consists of overall information, contact details, delivery conditions and product prices. Until now I have such a template in word or excel, but want to move to Pipedrive. Thanks in advance for your suggestions, Normunds
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Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
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Is there a way to create a deal that is associated with a larger deal. So if I have a parent Compan
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Unser erstes Pipedrive-Webinar am 15.10.2020 um 9.00 Uhr
Guten Morgen zusammen, am Donnerstag, den 15.10.2020 um 9.00 Uhr findet unser erstes Pipedrive Webinar statt...Wir sind wirklich gespannt und aufgeregt :) Pipedrive Webinar für die Praxis im Vertrieb Das Thema in einem Satz: Wir schließen die Brücke zwischen Pipedrive und der täglichen Vertriebsarbeit. Die Intention: In…
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Das zweite Pipedrive & Vertriebs-Webinar folgt direkt: Donnerstag, 22.10.2020 um 09.00 Uhr
Hallo miteinander, nachdem wir so tolle Feedbacks von vielen Zuschauen erhalten haben, haben wir uns für eine etwas kurzfristigere Aktion entschlossen. Diesen Donnerstag, am 22.10.2020 um 09.00 Uhr wiederholen wir das Webinar aus vergangener Woche. Nur diesmal mit Aufzeichnung für alle die Teilnehmen (sorry noch einmal an…