Sales Strategy

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…
👨‍🏫 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…
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…
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…
👈 👉 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…
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!
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…
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…
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?
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…
Prezados, gostaria de saber se quando dou como ganha uma negociação consigo migrar automaticamente a
How do you use A/B testing in your email marketing outreach?
How do you use A/B testing in your email marketing outreach?
⏰ 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…
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!!
When you enter in a new company with same name as last entry, it puts the address and name of the pr
Has anybody figured out how to manage a reseller channel and their respective clients in the same Pi
when to start adding deals
when do you guys start adding deals to your contacts?
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…

Sales Strategy

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