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👨🏫 Webinar: Philippines Sales Community Virtual Meetup! 📈 October 8th
We're very excited to announce the very first Philippines Sales Community Virtual Meetup between Pipedrive users and other salespeople, hosted by Amir Tohid, Co-Founder and Managing Partner at Analytics Effect, in the Philippines, and moderated by our own Pipedrive Community Manager, Inês Batata. The event will happen…
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How to Keep Closing B2B Deals During the Pandemic
Covid-19 has changed the world of B2B sales. Even if you started the year with a packed pipeline, few businesses have escaped the economic turmoil, and about 50% of B2B buyers are holding off on purchases because of the pandemic, according to McKinsey & Co. Lowering quotas, slashing forecasts, and cutting marketing budgets…
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Business Development in the Time of Pandemic
“Clients don’t care how much you know until they know how much you care.” The world has changed and will never be the same. The COVID-19 pandemic is a uniquely shared global experience that tests our mettle in unexpected ways. There is no playbook, no instruction manual, no treatise to guide us through these uncharted…
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👈 👉 The Push & Pull technique to get replies to your cold sales emails 👈 👉
This technique as told by cold email outreach expert extraordinaire Becc Holland (Sales Leader at Gong, G2, Chorus, Saleshacker) revolves around 2 central ethos - 1 Carry the conversation forward without being too pushy 2 Creating messages that pull your prospects to respond to your emails. Now a push message is making…
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From Zoho to Pipedrive, Advice Wanted
Currently using Pipedrive for my mainline work. Trying to shift my other business from Zoho to Pipedrive. Has anyone moved their CRM from another platform? What were the challenges? We are currently using Zoho mail as well. What were your challenges? Was the transition seamless or problematic? All advice welcome!
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Can you change auto deal naming?
We are a fabricator / installer that often does multiple pieces of work for the same organisations. As the sales and estimating teams are adding their deals in PD, they often overlook the Deal Title field as it is auto/ pre-filled as "Org + Deal". The Deal title therefore gets confusing as we end up with 8 deals all with…
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Measuring funnel conversion from one stage to another (not in order)
Hi! We have three pipeline stages that are different radar categories. Basically, when we want to keep an eye on a lead they move to one of these stages. I would like to measure how many of those leads move back into the pipeline. Essentially I want to know the conversion from "radar" to "meeting" for example. In our…
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How do you deal with retention in Pipedrive?
We SaaS model and once in a year, we need to renegotiated deals. What is your best practise, how you keep all transparent?
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Best B2B Follow-up sequence for conversion
Email autoresponder sequence, SMS, broadcasts, phone calls, personalized LinkedIn messages... sheesh! We're putting together our overall sales automation plan and working to figure out the best sequence for our business. We have a B2B informational product that typically requires an education process before the sale. What…
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Prezados, gostaria de saber se quando dou como ganha uma negociação consigo migrar automaticamente a
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How do you use A/B testing in your email marketing outreach?
How do you use A/B testing in your email marketing outreach?
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⏰ Event alert: "Fast Forward: Selling with video in the virtual world" October 7
Hi everyone! We saw this event that we thought might be interesting for you, especially in the current circumstances we all know. Take a look. Register here The sales world is changing. Are you? Learn how to adapt your sales strategies using video to thrive in a digital-first sales landscape. Our favourite sales experts…
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How do you manage recurrent sales?
Hello community, I am wondering whats the best way to manage a customer you have already closed a deal with, and is willing to do further business in the future? I've found out that if I create a new deal, I loose valuable information from past deals that may become handy. any thoughts? I appreciate your help!! thanks!!
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When you enter in a new company with same name as last entry, it puts the address and name of the pr
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Has anybody figured out how to manage a reseller channel and their respective clients in the same Pi
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when to start adding deals
when do you guys start adding deals to your contacts?
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Sales Docs
Hi @Mike van der Valk Do you know if this is solved? I have used it for quotation to some clients. But one of the clients mailed me, because they where not allowed to open the link for the quote for security reasons? Security Warning: This email comes from an external source. Be careful when clicking on the links and…
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Which sales pipeline metrics should you monitor to grow your sales?
Key sales metrics are fundamental in helping navigate sales through your pipeline in a clear and measurable way. Without these metrics, your sales team is less likely to meet their sales goals. They’re also important for effective sales team meetings and training. Fundamental metrics include: * Number of deals. Knowing how…
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Product category
Hi everyone, How do I ad product categories? Can' find anything on Q&A... Thanks Roland
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Value Chain Analysis: Cutting Costs or Increasing Value Perception?
Conducting a value chain analysis is one of the most powerful processes a business can undertake. You can evaluate primary and secondary business functions and identify ways to improve efficiency, increase value and stand out from the crowd. According to Michael Porter, companies can increase their profits by using value…
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GERENTES DE VENDAS E SUAS ATIVIDADES DE ALTO IMPACTO!
O papel dos Gerentes de Vendas Este texto não abordará quais competências e comportamentos são essenciais para que Gerentes de Vendas desempenhem seu papel de forma exemplar, mas sim, quais são suas atividades centrais que contribuem para o desenvolvimento de equipes de alto desempenho em vendas. Não raro ainda se vê…
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Customer case study / reporting & growing sales performance
The best part of being a Pipedrive Partner is seeing an actual positive effect on our customers' organizations. And while measuring actual numerical effects takes time, it's great to share actual stories for some of the projects we currently work on. Learn how we helped SunRoof, a photovoltaics company improve reporting…
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What does a Customer Success Manager do and why should you hire one?
A business can benefit from a Customer Success Manager in several ways: - Expanding revenue - Preserving revenue - New sources of revenue - Research and development In fact, increasing customer retention rates by just 5% can increase profits by between 25% and 95%. “In the oversaturated SaaS market, where it is inexpensive…
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Lead, Customer and Business Partner Marketing Solution
This will likely be too much for a single post,, but here goes! We operate in the service industry & get prospects from several sources, including: (1) Angie's List, (2) Home Advisor and (3) a Ductz website. With the exception of (3), each of these sources have had "custom" e-mail parsing and web page scraping developed to…
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RelatieBeheer
Goedemiddag iedereen, Zelf gebruik ik nu pipedrive enkele maanden en ben opzoek naar een mooie manier om mijn gewonnen en al bestaande klanten goed te kunnen onderhouden. In mijn branche is maandelijks contact vereist en daar komen ook bijna iedere maand sales uit bestaande klanten. Graag zou ik willen weten wat hier een…
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How do you open up the current pipeline automatically on entry?
I have tried to re- order my pipelines so that when I open Pipedrive for the first time it opens my current pipeline - even though I have 6 pipelines and the current one is at the top of the list - it never opens up automatically? any ideas
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Sales docs- offertes
Goedemorgen iedereen, Ik ben naar sales docs aan het kijken om een template te maken voor een offerte. Zijn er meer mensen die hiermee bezig zijn? Heeft iemand hier de kunde en kennis van? en al een mooie offerte template klaar? Kun je die dan delen? hahaha Mijn idee is dat offertes in de basis allemaal wel op elkaar…