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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…
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Send emails with custom design/HTML
Is there a way to create an email template purely with HTML? E.g gif banner with a gray background and content only in the center. Thanks in advance
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Pipedrive CRM Integration Guide
I am happy to announce that the brand new version of our over 50-page CRM Integration Guide is already live 🎉 This guide has been created based on actual stories with our customers and it showcases the possibilities that Pipedrive CRM provides to the organizations and teams. It also helps us in setting up specification…
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Quote/estimate in foreign currency.
My company is located in Canada and we carry a vehicle that is priced in USD. I am looking for help to include in my quote that will protect me should the USD change dramatically. I am looking to protect both the company and our clients.
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Automatic email if no activity in deal
Hi there, I would like my sales reps to receive an automatic email when there is no activity planned in a deal after 24 hours. Is this possible and maybe also on a loop? So each day a salesrep hasn't filled in an activity he gets reminded of it by email. I'm looking for something very annoying to make sure it won't happen…
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📽️ Video recap: Philippines Sales Community Virtual Meetup (Oct 8th, 2020)
Hi everyone! If you couldn't make it to yesterday's live session or you'd like to watch again, here's the recording of our very first Philippines Sales Community Virtual Meetup: https://pipedrive.hubs.vidyard.com/watch/jgsrgNhwTyEUAZUoENtCsx We'll also be posting the questions from the chat in this post's comments and…
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Custo de e-mail adicional
Quanto custa cada e-mail adicional que desejo adquirir? Compro a partir da minha conta existente para manter o vínculo?
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The first 10 seconds make/break your cold call, what do you say? 🤔
On a good day, you get 10 seconds entry window when you are pitching for a cold call and that time window is even shorter - you get 5 seconds with your prospect. At times like these, a lot of sales rep spout their rehearsed script off to the prospect which is full of buzzwords and extraordinary ROI of the tools/services…
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Can I use pipedrive for B2C sales? I read that I need to have an organization associated with a deal
Can I use pipedrive for B2C sales? I read that I need to have an organization associated with a deal ....
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Tasks being added in the wrong screen
Hi team I have been using Pipedrive for 3 years now and find that every time I put on a new sales rep they get confused as to what screen they are in when adding notes or sending emails. They all look so similar. Organization / People / Deals It's important that all tasks are entered in DEAL view for the way I use…
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change a sales funnel into a sales pipeline
“In 1898, E. St. Elmo Lewis developed a model that mapped a theoretical customer journey from the moment a brand or product attracted consumer attention to the point of action or purchase.” That is the first Google response I received when searching for “sales funnel theory started”. Funnily enough, Lewis did not talk at…
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What app are you using for leading sales meetings?
Hi Pipedrive fellows! I am looking for a solution, how to make my sales meeting in team more effective. I am responsible for a specific market and different products. Let say, that I have a list of countries - to each country, I prepare the actual situation, what were the tasks + propose of next steps. I do it in google…
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Salesforce campaigns
Hi all, This is my first post here. I've used PD before when doing self-employed consultancy work but I'd like to bring it to my current firm to replace Salesforce which over the last year hasn't done for us what it needs to. However, I'm struggling to replicate one crucial element, campaigns. Campaigns: At the moment, we…
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Increase the number of leads by prospecting on a large scale
Hello I am looking for solutions or an expert to support me in the automation of prospecting for my startup. I want to prospect a large-scale sector and increase the number of leads by automatically creating a database, then retrieve the contact details of the decision-makers, add this data to Pipedrive and automatically…