Sales Strategy

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…
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…
3 ways to deal with 'I am not the right person' sales call objections
Here are 3 smart ways to turn that line into a meeting, shared by the sales expert extraordinaire Becc Holland. (bonus pointer in comments). Method 1 - Ask for a piece of advice from them “Hey Elon, I am Tim from Outplay, I want to pitch our sales engagement tool to Tesla. Who do you think is the right person to reach out…
Pipeline Management with channel/partners
Hey! Been wondering if anyone here knows which are the best practices - if there are any - for using Pipedrive as Pipeline management with channel/partners.
it would be great to have smart bcc for pipeline and create deals based on it
I am solving this workflow - I forward email to pipedrive and want to create a deal based on it Any ideas?
3 common sense things to remember while you are selling in a pandemic 🤔
Paste it next to your computer screen - HIT - Human Connection, Innovation, and trust. Talking about human connection - the absolute certainty of this situation is people are missing and valuing human connection more than ever. What can you do about it? Reach across to your clients and prospects, offer solutions that can…
Correct name-tense & stage management
In the knowledgebase, Pipedrive suggests using the past indefinite tense. What I'm not sure is WHEN to place deals in a certain stage. Which example is correct? >> Pipeline stage name: Contact made Example 1 > Deal STAYS in Contact made because first contact has been made Example 2 > Deal MOVES to next stage because…
What would you suggest as the top awareness medium/channel for a niche financial application startup
What would you suggest as the top awareness medium/channel for a niche financial application startup. (Fixed Income Trade ideas)
Hello!
Care este procesul vostru de sales?
INTERAÇÕES DE VENDAS 100%
As Interações de Vendas ... Realizar interações de vendas eficazes é a tarefa mais essencial dos profissionais de vendas. Seja pessoalmente, por telefone ou mesmo por meios eletrônicos, as interações diretas entre o profissional de vendas e os clientes estão no centro da sua função. Independentemente da natureza ou…
Lead scoring on Pipedrive
Hello the community, Which solution or process do you use to score your leads into Pipedrive? Zapier, Integromat, Google sheets ? Idea: Incremental feature will be great into automation
What makes selling in Slovakia unique? Use this channel to connect and speak Slovak if you prefer :)
Hi all, Ľubomír Kukuča took the initiative with this Slovakia channel. Please use it to connect with local people who work in sales and use Pipedrive. Discuss questions, tips & tricks and above all feel free to speak Slovak! So tell us: what are the most common do's and dont's for doing business in Slovakia? What's your…
multiple deal owners
Hi All, I have account 'teams' that share deals. Can I assign multiple owners to a single deal? Thank you, Pick
Email threads not updating real time for shared Deals
Hi, I share all Deals with a colleague as standard but they do not always see the updated mail threads straight away. Is this a known issue or something wrong with our setup? Kind Regards Tim
What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
I'm curious to see, how many people are currently using a VoIP provider. IF the answer is YES, who a
I'm curious to see, how many people are currently using a VoIP provider. IF the answer is YES, who are you currently using and are you happy with them? I want to see what other VoIP providers people are currently using.
New country channels: China and Slovakia! 🇨🇳 🇸🇰
Our list of country-dedicated channels in the Community keeps growing and the newest additions are... * Pipedrive China/中国 * Pipedrive Slovakia/Slovensko Join as many country channels as you like: * whether because you’re based there * do business there * are interested in getting to know that market and make connections…
Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal
Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal in Pipedrive > Proposal in PandaDoc > Proposal accepted in PandaDoc > Data back into Pipedrive > Send Invoice on that Deal / Proposal from Pipedrive and have that data sync automatically with Quickbooks Online.
It would also be interesting in Workflow Automation to be able to put an action when the email has b
It would also be interesting in Workflow Automation to be able to put an action when the email has been read... For example, action: call in 2 days
How do I get statistics of when a deal moves down the pipeline?
We have four steps in our pipeline = new lead, lead contacted, meeting, proposal made. I need to be able to pull an overview of the date the lead was moved into the "meeting" step and when a lead is moved into the "proposal made" step. Preferably with a value stating the user who moved them. Is this possible? And if so,…
Best way to directly onboard Clients / Factfinds into Pipedrive
I'm looking for advice on how other users / Advisors fully onboard clients. Basically I am looking for the easiest and fastest way to input the data from a Factfind directly into Pipedriver. Client's personal info, their income and expenditure, assets liabilities etc. Do you use web forms or import from excel etc.?? Thanks…
Roofer Business Setup Suggestions
Hello All, I wanted to try and get some advice/feedback for setting up my CRM for a roofing company. I love the community and I feel like throwing this out there will probably help my implementation process. Currently, I'm working on a Pipedrive setup process for a small roofing company with several unique needs (as…
GESTÃO DA MUDANÇA & TREINAMENTO DE VENDAS
Gestão da Mudança & Treinamento de Vendas Muitos líderes de vendas quando contratam uma solução de aprendizagem não se dão conta, num primeiro momento, que haverá um desafio adicional, pós treinamento, que é a gestão da mudança. Sim, mudança, pois não há sentido em treinar a equipe em novas competências para que continuem…
Låt Pipedrive hjälpa dig att prioritera rätt affärsmöjligheter
Jag har skrivit en hel del bloggartiklar om Pipedrive och denna handlar om hur Pipedrive kan hjälpa dig att prioritera rätt affärsmöjligheter. Klicka här för att läsa.
Lost deals
Hello does anybody know if there is a way of creating a drop down menu for lost deals so that when a team is working on PD they all use the same language / selection of options making it easier to analyse the data later?
List of suppliers
We are an insurance brokerage (PI & D&O) who typically will source quotes from 5 or 6 underwriters, from a listing of about 20. We will then craft a solution for our clients consisting of 1-4 underwriters often layered to meet the clients needs. It can often get difficult to track who has been approached for a quote, who…

Sales Strategy

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