Sales Strategy

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
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…
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.
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…
📽️ 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…
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?
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…
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 ....
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…
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…
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…
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.

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