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How do you use Pipedrive in your workflow?
Hey Pipedrive Canada Community 🇨🇦 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow. If you're out of the build process with your sales workflow...or even right in the middle of…
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Salesperson handling the followups with leads received from LinkedIn left his job. What is the best
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Improvement : Impossible to attach a call directly to a new contact or an offer :-)
Hello, My account managers make 70 calls a day... The calls are directly made from the caller PipeDrive. When they reach a prospect, they often get in contact true the receptionist. Ask for the manager's name and create the contact in Pipedrive after the conversation. Actually it's impossible directly from the record to…
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I'm looking for companies that have sales team's engagement or motivation problem
Recently we started to run a program to help channel and direct efforts into these challenges (https://gamifier.co/boost-sales-productivity-or-money-back-program/?v=1) And I'd love to understand your context and how you do you deal with it today. Please, share your approach and thoughts :)
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55 Essential Sales Statistics for 2020
It has been a difficult year, but the sales industry has reacted and adapted to cope with the challenges it has faced. Our list of recent sales statistics and interesting facts from original sources will help sales professionals better understand the impact of these challenges and how they can work to improve their sales…
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How is your sales team adapting to remote working during Covid-19?
Covid-19 has created an urgent need to work remotely whenever possible. As a sales manager, you want to ensure your team are adapting to this new way of working without compromising results or employee well-being. In a survey carried out by FlexJobs, 65% of respondents said they feel more productive in their home office…
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Download Our State of Sales Report 2019-2020 for Insights into How to Improve Your Chances of Sales
This free 50-page report contains dozens of insights into the working lives of salespeople, sales managers and business owners who manage sales organizations, and reveals how you can improve your chances of sales success. We interviewed 1,000 salespeople, sales managers, business owners and Pipedrive customers about their…
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Tracking company history of Pipe Drive contacts
Is there a plug-in I can add wherein I can run reports or get alerts on all of the contacts I have in PD that sometime in the past worked at a company (the sort of work history found on Linked In) where I have other contacts in Pipe Drive that currently work at that company? It would also be nice to filter when these…
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Company View
Trying to find out if there is a way to show the contacts title and email and phone from the company view? Is that possible? Thanks!
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Searching by state
How can I search for companies by state or be able to create a view that has my region as I manage TX, OK. LA and AR. I come from a SalesForce user background and used the views and reports functionality a lot. Any help is appreciate as I am doing outbound prospecting. Thanks
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Number of days avg in a particular stage
Hi All, I am looking to monitor the deal velocity of one stage in one pipeline for our reactive maintenance team. The team have a KPI for responding to client quotation requests within 5 days. I have been playing with insights & reports and can generate reports for deals that progress to a closed status (won/lost). But…
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Sales Plan: How do you build a solid foundation for success?
Your sales plan is a roadmap that outlines how you’ll hit your revenue targets, who your target market is, the activities needed to achieve your goals and any roadblocks you may need to overcome along the way. It is the first step towards defining your sales strategy and what your sales goals are. An effective sales plan…
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What kind of interaction drives the most engagement with your leads/deals and causes forward movemen
What kind of interaction drives the most engagement with your leads/deals and causes forward movement in your sales cycles?
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For Tech Startups in the Manufacturing Industry the sales cycles can get very long, even if C-level
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Partnership Opportunity: Official WhatsApp Business API for Pipedrive
Hi Pipedrive lovers! We are an official WhatsApp Business API provider and would love to explore the opportunity to work with Pipedrive partners to create a solutions for your clients on their WhatsApp Business Accounts. Please let us know by leaving your emails below or contact us at hello@sanuker.com. cheers~
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Is Pipedrive a good option for us? About us – we are about a 30-person equipment manufacturing star
Is Pipedrive a good option for us? About us – we are about a 30-person equipment manufacturing start-up with B2B sales, long sales cycles (up to 6-9-18 months), and not a huge number of leads and/or customers (100s at most).
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Who else uses the Messager/Inbox feature within your social media profile to have regular communicat
Who else uses the Messager/Inbox feature within your social media profile to have regular communication with leads/customers? Have you found a way to connect those interactions into Pipedrive? (Note: I know there is a Zapier ability to connect messager interactions from a Facebook Page, but what about your personal profile…
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Question: Funnel Conversion Report
I am using the funnel conversion report to look at the actual conversion rate between stages. Now that we have more and more business from existing clients instead of winning from new clients, some of the deal from existing clients will enter the funnel at a later stage in the funnel. If more the projects are entering…
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Would you like to read real sales sequences of Hubspot, G2, Drift & more?
Hello Pipedrivers, Shobhit here. Delighted to share our Sales Sequences book in the community! Sales experts from fast-growing companies (like Hubspot, G2, Vidyard, LeadIQ and more) have shared their real sales sequences and their real results (opens, clicks, replies, and more) in the book. If you are stuck with…
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Growth deals
Hi all, We love PD. Getting more and more the hang of it. I tried to search here, but couldn't figure out the best way to implement growth deals as a SaaS company So we have existing customers using our product. As customers grow they can add extra licences or features. As I'd like to manage these 'growth deals' I'm…
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Do you qualify your leads before adding them to your pipeline or do you add them all?
I have observed that businesses usually do one of these three things: * Have a sign up webform that integrates with Pipedrive and creates contacts on CRM when somebody signs up. * Use a data tracking software that syncs deals to Pipedrive. * Using a software to marketing qualify deals and getting deals added for MQLs. *…
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Sales Incentives Programs: How do you keep your sellers, selling?
Sales incentives succeed when they cater to a rep’s individual strengths and weaknesses, a sales team’s collaboration and a deal’s unique characteristics. 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, valued…