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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…
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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…
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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…
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'live chat' function in Leadbooster?
Is there any plans to allow a 'live chat' function to Leadbooster? Bots are great, but humans are better.
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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.…
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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.
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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…
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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…
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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…
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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…
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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…
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[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…
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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…
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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…
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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…