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Wat is de beste workflow voor de Aftersales om beste rendement te halen uit voormalige klanten?
Ik ben op zoek naar de beste manier om de Aftersales funnel in te richten, om het meeste rendement te halen uit klanten nogmaals te benaderen in verschillende stadia. Nu zitten ze ingedeeld op tijd zoals 6 maanden, 1-2 jaar, 2-3 jaar , 3-5 jaar nadat we zaken gedaan hebben. Is dit het meest logisch om in die stadium…
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Número de Oportunidade
Existe alguma forma de enumerar a oportunidade automaticamente?
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Cold calling cadence
Hey Pipedrive fam, With cold leads, I put clients in an * email cadence * sms cadence * cold calling cadence I have been using klenty for the email cadence, and zapier/kixie for the sms cadence. What is the best way to set them up for a calling cadence of every two days for 45 days, excluding weekends? I use Kixie.com for…
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Automated follow up post cold call
Hi Experts! I have configured pipedrive to auto call with help of cloudtalk and would love to get a share of experience of how you manage the automated follow up emails after . am using lemlist as cold email plaftorm.
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Processes for acquiring leads with prospector?
Hi guys, using the prospector tool at the moment and looking to create a step by step process Move Prospected Lead into Leads Add to Linkedin with custom message (still to craft message - focus on current business climate) Follow up 2 days later with a phone call (still to craft script - focus on their current goal? reduce…
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Lemlist Email Open Filtering
Hi, I understand you can filter by Pipedrive tracked emails. I'm using Lemlist to send out most of my cold emails and wanted to filter/sort by the open tracking data it sends back to Pipedrive. How would I go about doing this? fs
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Direction of Energy
Good afternoon all, I have been told and feel myself that I have the energy and passion to sell, I have proven that I can sell, I can persuade and I can think on my feet... However, I have only about 12 months of sales experience, all of it has been on the fly and not 100% committed as I have been doing other roles at the…
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Video zum Webinar: “Strategien für den Markteintritt: Use-Case Deutschland. Vom shit-hot Produkt zum
Vielen Dank an alle, die gestern an unserem Webinar “Strategien für den Markteintritt: Use-Case Deutschland. Vom shit-hot Produkt zum Hot-shit-Unternehmen”" teilgenommen haben. Hier gibt es das Webinar noch einmal zum Nachschauen: https://pipedrive.hubs.vidyard.com/watch/vKe2HXo4fSVdviEKBHzJou?LEAD THE WAY ist eine…
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How to handle slow sales week? 🤔
Had a tough week in sales? Did your SDR team miss last week’s meeting quota? You are not alone. 🤗 Ups and downs are part of sales & selling in a pandemic is even tougher. I think having a good manager can make a world of difference. And what separates an average sales manager vs an exceptional sales manager is how they…
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Sales Incentives Programs: How do you get your sales team fired up?!
Sales incentives succeed when they cater to: * A rep’s individual strengths and weaknesses * A sales team’s collaboration * A deal’s unique characteristics But how do you decide which sales incentive to apply to your business? Research shows that across the board, the happiest employees are the ones who feel appreciated,…
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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
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Is there a way to prevent moving a deal to the next stage if Important Fields are missing?
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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?
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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?)
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💸 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…
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I want to automate the hell out of my business sales. How does one become a Pipedrive master?
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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…
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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?
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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…
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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
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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…
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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…
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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…
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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…