Sales Strategy

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…
[Survey] How should the ideal integration with Whatsapp work for you?
Hi people, It's Kyrylo from TimelinesAI. We're working on providing better WA integration with PipeDrive. Before starting developing features, we decided to ask the PipeDrive community first. This way we would understand how we can simplify your everyday work with Whatsapp. The amount of interest and support has surprised…
How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 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...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 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...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
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…
Salesperson handling the followups with leads received from LinkedIn left his job. What is the best
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…
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 :)
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…
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…
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…
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…
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!
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
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…

Sales Strategy

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