Sales Strategy

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…
Product category
Hi everyone, How do I ad product categories? Can' find anything on Q&A... Thanks Roland
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…
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…
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…
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…
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…
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…
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
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…
This is how you get more meetings for your cold outreach
Hello pipedrive community, we did a 5 minutes interview with Belal Batrawy (exited 7 startups, multiple sales leadership roles) on how to get the maximum from your cold outreach. In his usual no-fluff style, he talked about - * Why cold outreach is almost like climbing up a mountain * Why most cold outreach emails fail to…
Minimum users per plan
I'm really struggling to find an answer to what seems a really simple question: is there a minimum / maximum number of users for each plan? Can anyone help? Thanks
When should a startup business consider implementing a CRM?
When you think of CRM, you are likely to associate its features with large, mature businesses that require a centralized system to manage multiple processes and tasks. Of course, that is certainly one of the primary benefits of CRM, but a CRM for start-ups also has its advantages. The problem is, it’s difficult to know…
When a new lead comes in using Web Forms is it possible to make it so that it is not creating a new
When a new lead comes in using Web Forms is it possible to make it so that it is not creating a new organization or contact, but only going into the lead inbox. I would like to control what I put into our active system manually because some contact are getting changed or paired improperly.
Do you use Zoom for video meetings with your customers?
Hello! Arseniy from Product team is here! What annoys you the most when using Pipedrive and Zoom Meetings to schedule and hold meetings with your customers?
Academy Webinar: "Lead the way: Why culture is key to growth" 📈 🌱
Join us for our first episode of the "Lead the way" series in our Academy, where Caroline Chayot (Atomico), Marie Moesgaard (Pleo) and Cláudia Moreira Leitão (Pipedrive) discuss how companies can successfully scale their business by keeping their DNA. ❗By the way... did you know you have an entire Pipedrive Academy full of…
What is the main way that you prospect?
What is the main way that you prospect?
Looking for Training | Virtual Sales Crash Course
Hi, I am looking for an individual that can train our sales organization to sell in a virtual environment. Our sales team is usually "out in the streets", but has been sidelined to being behind their computer monitor and presenting to clients. I would like to connect with someone who can do a one or two day course with our…
Sales and Marketing Pipeline alignment - looking for advice
We are aiming at reaching sales and marketing alignment in Pipedrive. For example we've built a marketing pipe to reflect the stages before a lead turns into a sales qualified one. Sometimes Pipedrive doesn't meet our needs in the marketing department though. I'm looking for fellow Pipedrivers who also work with a…
Has your company re-focused/changed its sales staff during this time?
Has your company re-focused/changed its sales staff during this time?
What is the optimal level of sales reporting to give you a comprehensive view of your company’s stra
Sales reporting is fundamental to the sales process but often overlooked or used ineffectively. When implemented thoughtfully, sales reports help align the goals of your sales team, aid transparency, encourage teamwork and produce more accurate sales forecasts. The positive impact of sales reporting is clear: companies…
Job for experts/long-time users&Customizing PipeDrive
Hi guys, maybe you can advise someone who worked with PipeDrive for a long time and could help us with customizing (adding MixMax, Intergromat and other integrations) + teach us how to work with it (work tips based on experience and etc). We are open to discuss payment for helping us :)
using Products with % of transaction revenue model
Has anyone, used products that use Percentange of transaction instead of a fix $ amount? i.e. we are a SaaS company to the hospitality industry and charge X% of the transactions that going through the software) can I use product for this?

Sales Strategy

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