Sales Strategy

Using PipeDrive in Partner focused Organization
I have recently jumped in and am helping a company that has been in business for several years but focused on direct sales, pivot to indirect by using Partners and Referral Agents. They have Pipeline set up as a way to collect leads and monitor the sales process. I am looking into how to best use Pipedrive for Partners.…
Challenge for lead assignation using round robin
We are working with a startup that is integrating leads from forms from social media (facebook, instagram) and creating deals in the CRM using the Pipedrive API. We have facing a challenge to assign the leads to 3 branches, each one with 6-7 users, using round robin, but there are some limitations to follow: 1.- All leads…
Automating Tags
Hello, We are creating tags for each contact to set up a marketing campaign. The tags are based on title, etc. Is there anyway to autofill the tags from other fields in the contact like a field "job title?" so the job title autopopulates into a tag.
Autolink contact history to deal
Fairly new to Pipedrive so apologies if this has been answered in the past but I find it strange that it's not immediately obvious, particularly when it's a given with other CRMs. However, I'm trying to link contact history with the deal they're associated to. Reason being the wider business needs to be able to view the…
Email Template Variables in Hyperlinks
Our team would like to be able to put Email Template Variables / Data Fields in Hyperlinks. There is currently no ways to insert a data field into a hyperlink in an email template.
New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
Partner / Affiliale model – variable recurring revenue
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…
Add the ability to measure conversion when converting a lead into a deal, and during further passage
The fact is that we (I think not only us) need to understand at what stage of the client’s passage through the funnel we lose him. To do this, it would be nice to see the conversion (in quantity and %) when clients move through different stages of the funnel from one to another. How many leads are created, how many of them…
Adding 2 people to an organization?
Lets say I have a prospect that works at 2 companies or works at a company and volunteers on a board and I am prospecting both organizations. wouldn't it follow that I should be able to add a person to 2 separate organizations, asked support and they said it isn't possible atm. @Pipedrive lets add this feature
How do you prioritize relationships over products in sales?
Hey everyone! I am just exploring the basics of sales: it’s the heartbeat of every business, but it’s more than just transactions – it’s about connecting with our customers. How do you prioritize building relationships and solving problems over pushing products in your sales approach? Share your experiences and Insights!…
How are people structuring sales process steps in custom fields?
Hey fellow pipedrivers, I am curious to see how others are structuring their sales/qual processes in custom fields. At present I am including; * Source * Call Objective * Ask * Solution But am interested to see what others are capturing on the deal record to help prompt a structured approach to sales process.
Add opportinity managment to deals (similar to projects)
Hello! We as sellers and sales managers face the difficulty to qualify and manage opportunities (e.g. deals) along the way, without losing the oversight of the progress. Especially for B2B SaaS sales for mid-market and enterprise customers, we would need a way to add methodologies such as MEDDPICC, MEDDIC, BANT, SPIN, etc.…
Support Role Based Sales Inbox such as sales@
We utilise a sales@ inbox to receive customer enquiries. It would be useful if this mailbox could be set up in Pipedrive as a central mailbox. Then any emails received are public and can be viewed by ANY Pipedrive user. Any user can set up as a lead/Deal and any user can reply via the sales@ email address. So users Sales…
Merged: Dropbox and Dropbox Sign x PipeDrive
This discussion has been merged.
DEAL ID....please make this a field that can be made visible in deal view.
Please make DEAL ID a field that can be made visible in deal view. We would like to use the DEAL ID as our Project ID as a project moves through sales cycle and into production process but this field cannot currently be made visible. EASY CHANGE I should think.
Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
Date Ranges on Automations
Pipedrive automations only have due dates for automations but a date range feature is desperately needed. I have an automation rule to create new activities for my deals to indicate "Event Days" for each deal, but I need the deals to reflect the date range of the deal instead of a due date. This is important because I have…
B2B2C sales process
Hi Pipedrivers! Here is a question: how do you set up a pipeline for B2B2C approach? Part of our sales works in a way that we approach and make agreements with an organization, but the actual buyers of our product are the customers of that organization. This is where we get stuck: we need the organization deal for the…
Netsuite & Pipedrive integration is here- asking for feedback
Hello Pipedrive Community! 🙂 I am a Sr. Channel Manager in the U.S.A, 🇺🇸 nice to meet you all :) I would appreciate your feedback on Netsuite. Have you lost a pipedrive customer or prospect" due to not having the capability to integrate successfully with Netsuite? Reason being, my global partner Faye…
Beta Test - Zoom Meetings Integration
Hello! Arseniy from Pipedrive is here! I'm happy to announce the beta testing of Pipedrive and Zoom Integration. What is available at the moment? * Scheduling Zoom meetings from Pipedrive linked to deals/contacts * Joining Zoom meeting with relevant deal context What should I do to join beta testing? * Just write an email…
💰The state of sales and marketing: The economy review 2022/23
Discover how successful sales and marketing pros overcame last year’s economic challenges. In this report, we reveal what steps businesses took to succeed, how that affected employees and factors that contribute to growth. Download the free report now in your preferred language! 🇬🇧 In English 🇵🇹 Em Português 🇩🇪 Auf Deutsch…
TIMELINES.AI AND OTHER INTEGRATION
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in the agreement. You can send automatic whatsapp messages to customers who apply to you and increase your sales. My company, which made 70 won…
Products to deals with Direct cost / gross margin
It seems odd, that there is an option (when adding new products) to set the "Direct cost", but that cost is not shown when adding products to a deal, for calculating the gross margin. That could end up in situations where the sales agent is selling the product with a discount, that is more than the cost of the product.…
Need Help -> Tracking Event Participation
I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations? Here's one idea/concept we're exploring: * Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that…
Smart Contact Data Info Analysis
Hi, would love to be able to use the Smart Contact Data Info strategically, and have the capacity to use in filter views as well as the insights tab. Would also be nice if you could bulk update the smart contact data to be visible for organizations instead of having to go through each org and turn it on.
Evolve presents: Founders Q&A with Aaron Ross
Check out our Founders Q&A with Aaron Ross, where we explore questions of motivation, sales, AI & more. And find out Aaron's thoughts on: How to transition from founder-led sales? / David Chevalier, Surfe When should you quit your startup? / George Levin, Hints Maintaining energy levels / Cory Brown, Simplesat How Aaron…

Sales Strategy

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