-
Verlustgründe selbst definieren
Hallo, bei mir klappt es nicht die Verlustgründe selbst zu definieren, obwohl unter Unternehmenseinstellungen sichtbar und änderbar, aber nach dem speichern bleiben Sie nicht , sondern verschwinden wieder. Wer weiß Rat? Gruß, Michael
-
Is there a way to prevent moving a deal to the next stage if Important Fields are missing?
-
Conversion Rate Question
Hi friends! Quick question for all the Pipedrive experts out there. Our sales process often requires salespeople to move their deals back and forth between stages. How will this impact our funnel conversion rate? Does it only measure conversion rate the first time a deal enters the next stage, or every time?
-
Contact sync to Outlook?
What is the best practices around sync should be shared (better to maintain in PD and sync to outlook? Or other way around?)
-
💸 Different sales sequences based on team sizes (69% opens) 👨👦👦
Hey Pipedrivers, another week, another experiment. This time with the size of Organizations 🏦. We decided to divide our existing sequence into two segments 1. Companies with <200 employee count 2. Companies with >200 employee count and then we ran these sequences. Here are the stats : For the sequence targetting companies…
-
I want to automate the hell out of my business sales. How does one become a Pipedrive master?
-
DISCREPÂNCIA! QUANDO E POR QUE O CLIENTE COMPRA!
Quando e por que o cliente compra! O propósito deste artigo é proporcionar ao profissional de vendas a reflexão sobre um dos princípios mais importantes em vendas, que define substancialmente quando e por que o cliente compra. A discrepância! A discrepância nada mais é do que a desigualdade, ou diferença, de algo quando…
-
Pipedrive webform reports?
Hey! My team members struggle with spending too much time analyzing data we receive through Pipedrive webforms. Exporting sheets and running custom analytics is a time consuming hell. Does Pipedrive plan any easy report summaries of data users fill in through web forms? How do you folks handle that?
-
Product Reporting in Deal Column view / Product Variations & Product Bulk Editing
First of all, our company enjoys using PD, and it is a valued system with many benefits. We are a Sales company with over 900 products, each Product can have up to 5 different Product variations (different backings, colours or materials of one product) each Product Variation has different pricing. We are required to do…
-
How can I share with an external persoon a Pipedrive Deals page without giving access to all the res
Thank you for your comments and help KR Vincent Cuypers CEO WinPeo
-
Do small businesses really need a CRM? What’s your opinion?
Sales reps only spend about 35% of their time selling, according to a report by Forbes. The rest of their time goes to admin tasks, meeting preparation and research. Managing multiple spreadsheets, emails and documents will definitely contribute to this wasted time. A small business CRM tool can centralize these systems…
-
A sales experiment got 80% open rate & 18% reply rate 📈
Hey Community members, Selling in this pandemic is tough. I wanted to share an experiment that our sales team conducted by creating a special sales sequence using Outplay, that gave great results. Feel free to use it. Here is how they did it - They created a sequence called ‘4 open sequence’ in which they targeted warm…
-
Why aren't some of the flagged positions showing up on an imported excel spreadsheet that was create
I've uploaded numerous spreadsheets with records of professionals and business people that marks/identifies their position. I've also created a custom flag 'position' and matched it with the job title when I finish importing the file itself. However there's a raft of entries where the position is blank when I look through…
-
Pipelines for courses
We are currently integrating Pipedrive into our sales process and wondering how other training organisations users manage their pipeline to allow for enrolments into specific courses? We run a lot of repeating courses with different start dates . Ideally we want to have a system which allows us to see how many are…
-
Speeding up your sales process with Email Sync!
In these challenging times, many people are working and selling remotely and are completely changing their outreach strategies. We have done a webinar session to talk about: * Better set up your Email Sync configuration * Use Email Tracking to approach leads with perfect timing * Speed up your sales process using Email…
-
How do you track your sales pipeline? Can you improve your method?
There’s little doubt amongst salespeople that a sales pipeline is crucial to meeting your sales goals. If you sell anything, you already have a pipeline, whether you’re aware of it or not. Documenting your sales cycle and processes can help your reps organize new leads that are coming into the funnel and track follow-up…
-
'live chat' function in Leadbooster?
Is there any plans to allow a 'live chat' function to Leadbooster? Bots are great, but humans are better.
-
Webinar Recording: 'Ask Me Anything: Building and maintaining sales stack'
https://pipedrive.hubs.vidyard.com/watch/fnQrL8yJu2nP2aeHWytydm?Please join us in our second AMA session, this time with Dan Murphy and Tim Berman, 2 salespeople that decided to take it upon themselves to build the first Pipedrive community (in Facebook). This AMA will focus on building marketing and sales tech-stack.…
-
Auto-Numbering
Is there a way to auto-number our deals? PO numbering? It is a pain to go back and check the previous deal entered to number the deal being entered--especially if the last deal entered is moved further forward in the pipline.
-
Which sales tactics is your team using?
Using the best sales tactics for your business is key to closing deals and filling your sales pipeline. Instead of blasting sales-y pitches in hopes of finding a lead, you should focus on engaging prospects in personalized sales conversations that are meaningful and mutually beneficial. Some powerful modern sales tactics…
-
Ask Me Anything Vol. 2 w/ Dan Murphy & Tim Berman
Register here Live Broadcast Monday, July 20th, 5PM GMT/1PM EST Who: Founder of RouterJet & co-creator of the FB Pipedrive group, @Dan Murphy and Innovation Manager at Constellation Software & co-creator of the FB Pipedrive group, @Tim Berman Session focus: Building and Maintaining Marketing/Sales Tech Stack Got a…
-
Sales Pitch, Examples and Ideas for the Perfect Pitching Strategy
https://www.youtube.com/watch?v=hI3tAy7ntY8A well-crafted sales pitch can get your prospect excited about the opportunity you’re offering and encourage them to take the next steps with you. But many salespeople treat their sales pitches as a presentation of facts, figures and results, expecting to make a compelling…
-
Sales Playbook fully integrated with Pipedrive
Hi Folks! We're testing a new process inside our sales teams, and implementing SDR for the First Time. Our Marketing team is testing a new form of categorizing the leads, Lead Scoring, with different lead profiles. To test this new sit in our team, we would like to integrate some kind of a sales playbook inside the…
-
Cloud-based CRM or in-house CRM?
A cloud-based CRM can be an extremely useful tool for sales and marketing teams, but knowing which CRM software is right for your business, or if you need one at all, is tricky. In-house CRM applications avoid the risk of hacking associated with cloud CRMs and have the following benefits: * Sensitive information is stored…