Sales Strategy

🏅 Moments of success: Luis Carlos Rojas, Saleslatam México 🇲🇽
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Luis Carlos Rojas, a salesperson at digital consulting agency Saleslatam México, needed help to achieve his goals. After learning the importance of CRM, Luis…
What’s your breakthrough business moment?
Write or record us your most successful business moment, inspire your community and win a $250 voucher! Share your moment!
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way to give a contact more than one organisation?
Opportunities that come to us from Agents
Hello - our business (telecommunications) gets many of our opportunities (deals) from the agent channel. Many times all of the communication during the sales process is with the agent who brought the opportunity in, and not with an actual contact at the company (organization). And many times we don't get a contact with the…
Live Streaming, o futuro do E-commerce?
https://ferramentasdorainmaker.com.br/2020/09/22/live-streaming-o-futuro-do-e-commerce/
New feature: Sales Docs available for users in Advanced and Professional 📄
Sales has evolved. Have your docs? You can now send trackable quotes, proposals and contracts from Pipedrive with our newest feature: Sales Docs. Know for certain who’s interested and when to follow up to close your deals faster. To give it a go, simply head to the new ‘Documents’ tab in any deal. Either create new docs or…
Entire automation workflow for Real Estate
Hello, We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive. We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into…
For a residential real estate brokerage firm, where would you organize properties?
For a residential real estate brokerage firm, where would you organize properties?
Pipedrive Named Best Real Estate CRM Software of 2021 🏆
Pipedrive was ranked among the most proficient solutions for managing clients and tracking sales activities in the real estate market. Digital.com, a leading independent review website for small business online tools, products, and services, has named Pipedrive among the best real estate CRM software of 2021. The top…
Hello, Am Angela a real estate agent professional and digital marketing expert.
Hello, Am Angela a real estate agent professional and digital marketing expert. Very new to this community and new to Pipe. Looking for how to go about customizing pipedrive to suite my real estate agency team. @realestate.
Pipe drive for Real estate
Hi, we are a real estate company looking to use pipedrive. I was wondering how has been your experience with Pipedrive and Real estate. I am worried about the company field because we do not typically sell to companies, but we sell to individuals. Also I wanted to ask how you mange a property that has several buyers…
SDR Phone Calls / Email Automation?
Hi Everyone, I'm currently using Apollo.io for email marketing and helping facilitate SDR phone calls; however, their pricing for the phone is VERY expensive and their data is really bad. We're going to transition to using Zoominfo or SalesIntel for data but I need a better way to set up email / phone tasks that are more…
Recruitment Firm - Use Case
Hey there awesome folks, Anyone using Pipedrive for their recruitment firms? I would be keen to understand the various use cases and how it's implemented Earlier, i was using Hubspot (still am though), and there were a few challenges that came up and a lot of custom modules had to be setup. It was not fully effective…
Required Fields on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
Is there anybody from Lithuania who is providing CRM integration services ?
Hi! I'm seeking someone to help our clients with Pipedrive integration, support, and education. We can provide new potential clients.
Usercase cleaning company
I am currently considering in using Pipedrive. But first i would like to have the insights from another cleaning company which is using Pipedrive. Or from someone who can explain me how to use is most efficiently in the cleaning industry. I would like to come into contact!
How to track Sales on my CRM ?
Hello, We are a e commerce company who sells differents products, so different category of products. The clients buy their products alone on our website. In order to contact them and reactivate our clients, we would like to know which organization buy x o x category of product with the turnover sales. Do you have any…
Pre-qualification pipeline
What would be your thoughts on using a pipeline to pre-qualify leads? Pre-qualification would include: * Validate contact information * Validate that the service request match the company offering * Location (covered area) * Urgency When leads does not qualify a reason would be provided. When leads does qualify, a workflow…
New Video Series to Learn more about Pipedrive
The playlist is available on YouTube. If you have any specific questions, I would love to answer them as part of this series.
Live Google Docs document in Smart docs
Can we have live Google Docs, Google Sheets, and Google Sheets versions of smart docs? I have a situation where I want to send a client a working copy of a requirements-gathering document that we both actively fill out. Right now Smart Docs sends this document as a PDF, which is not what I am looking for. Am I missing…
How to measure time in seconds from lead-in to outbound sales call
What would the best way to measure time (seconds) it takes us to reach a lead via call once this lead applied for our service? I assume it should be something related to the activity. E.g. duration between an activity got created and the call was logged? Is there a standard, Pipedrive way of doing this? Thanks!
deals moving randomly through stages ? How to find them.
Managing my sales team I am seeing deals move all over the pipeline e.g. from the second to last stage back to the first one. Do you have an easy way to identify those? Would that be possible through a special report? Thank you for your help!
Report to show all comments on pipeline opportunities
hi all, I am after a report/organisational system where I can collate all the comments on all opportunities in pipedrive. I would like to create alignment amongst our sales staff whereby they can look at a report and see what the last activity/comment was on an opportunity - and use during regular sales discussions. hope…
Mobile App | Required Fields not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap?
Use Pipedrive for cross selling and up selling existing customers
Pipedrive works best for closing new deals. How to set up Pipedrive, for cross selling and up selling existing customers? - This would require, allocation of customers to sales people. - Maintainig data like, existing services which customer is using, priority, etc - They shall interact with their set of customers of…
UK prospecting
Hi everybody, Can you possibly recommend tools, channels and platforms that helps to prospect in UK? One of the challenges we have encountered is that it is difficult to find telephone numbers on the prospects websites. Can you recommend any sources or tools that could help to overcome this? Thanks! Przemek
VENDA CONSULTIVA: O QUE É E PORQUE APRENDER!
Venda Consultiva: o que é e porque aprender! A Venda Consultiva é uma abordagem de vendas hiper focada no cliente, e não no produto que está sendo vendido. É a técnica “espinha dorsal” de todas as técnicas de vendas! A sua importância é tal, que a consideramos mais uma “filosofia de vendas” e não uma simples técnica ou…
Smarketing: Align your sales and marketing teams to boost revenue
Here are some of the benefits that smarketing can help you realize: Improved lead gen and nurturing: Teams work together to attract, qualify and nurture leads. For example, marketing can provide sales reps with content that pushes leads toward a purchase. Efficiency: Customer data is easily siloed. Share information across…
Travel company
Hello, any travel company/agency, tour operator here in the Canadian Pipedrive community. If so would love to connect and share how we integrate Pipedrive within our workflows.

Sales Strategy

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