Sales Strategy

RESILIÊNCIA EM VENDAS NUM MUNDO “VUCA” E “BANI”
Resiliência em Vendas no Mundo Atual Falar de resiliência é falar em quão fácil ou sofrida tem sido a assimilação, aceitação e virada nas mudanças que o mundo vem sofrendo nos últimos tempos. Com o fim da Guerra fria (1947-1990), a sociedade se viu diante de uma nova dinâmica pela consolidação da democracia, globalização e…
Controlling Stage gates for review and approval
Hi is there a way can use Pipedrive and automation that for a deal to move from Needs Analysis to Proposal and Proposal to Negotiation it will need review and approval from certain parties and only when all the check boxes are completed it can be moved. To make this clearer is also that its controlled by permissions so…
Research: Forecasting in Pipedrive [closed: not taking more participants]
Hello all, We have plans about making Sales forecasting in Pipedrive stronger and more useful to help the sales team consistently achieve their goals. In order to do so, I am looking to chat with sales teams leaders to learn about the pains of forecasting and get feedback on our Forecast management prototype at its early…
Help: I'm Tired of Errors in Sales Quotes and Long Lead Times
Hi all! So, I am currently working in the manufacturing industry as a Sales Manager. We design and produce refrigerated display counters, display cabinets, cold rooms and freezer rooms. Within our company we have different departments such as sales, engineering and production with different systems being used. A flawless…
I need help to setup right pipeline to get correct statistics
Hello guys. I would appreciate your tips/suggestions on how to setup correctly my pipeline to be able to get correct statistics. I have a business where customers after signing the contract pay us a small deposit fee to start the services project. It's only 15% out of the whole project. Usually, projects take up to 3-5…
Ability to adjust Quick Action hotkeys
Currently it is not possible to adjust the hotkeys for Quick Action shortcuts. The shortcuts themselves are amazing, however the latest one is fairly annoying - that is Projects. The designated hotkey is "C", meaning any copy-paste using ctrl-C will result in the New Project window. If this key could be adjusted, that…
This one is for all the sales leaders from the Pipedrive community!
I know you’re worried about the approaching slowdown - we all are! That’s why Jason Bay, Chief Prospecting Officer at Outbound Squad and Sandeep TM, Head of Inside Sales at Outplay are getting together to talk about how sales leaders everywhere can prepare for it. Join them in an insightful webinar as they talk their own…
Transfer deals between funnels / Traspasar deals entre embudos
Hello community. When you transfer deals from one funnel to another in a massive way (I don't know if manually) (due to information reorganization things) the traceability of the evolution of the deal is lost. I think this can be a problem if, as it is my case in a client, this is not reported beforehand. Do you know of…
Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
Live Chat Playbook reporting - definitions
Hello Community, Can anyone please explain the definitions of 'viewed' and 'clicked'. I've just launched Live Chat on our website but wanted to confirm what these results meant. Thanks!
Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
Using Projects to create powerfull upselling campaigns.
TL; DR & Sorry for my bad english 😞 Add-on Projects helps users in the after-sales activities providing tools to track all related tasks. In my activity as a security consultant in B2B market, when I sell a product or a service to a client, all related activities are managed by a specified team. Now, I put my focus on a…
How one sentence can make or break your USP
Once you’ve pinpointed your most impressive USP, work on how you convey the message. Practice saying it aloud and consider questions like: Does it roll off the tongue, or does it sound forced? Is it easily understood, or is it vague and confusing? While it may never be explicitly stated in the copywriting on your website…
How to set up Independent Sales Reps or other Channel partners in pipedrive, for collaborative input
I am trying to see how we can set up independent sales reps and channel partners, so they can add their own deals into our pipedrive, without having access to our entire contact database, and feel comfortable that I would not have access into their own email system, beyond emails associated with the deals. How can I set…
Here’s how to create accurate buyer personas for your customer journey
Customers are more than just account numbers – they have their own goals, concerns, motivations and roadblocks. If you don’t already have buyer personas in place, now’s the time to establish them. Suppose you sell accounting software to small businesses. You’ll want to record relevant demographic and firmographic…
[CLOSED] Sales calls & contact management: Looking to speak with customers for research
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hello, members of the Pipedrive community! * Do you make sales calls on the go? * Do you find it a tad difficult to make sure that all the necessary information about your contacts is updated? * Do you sometimes…
Is BANT still effective for sales qualification in 2022?
BANT is a lead qualification process that assesses a prospect’s sales readiness in four dimensions. * Budget: the prospect’s ability to afford the product * Authority: the prospect’s ability to make the final decision * Need: whether the prospect has a need your product solves * Timeline: how quickly the purchase needs to…
How do you identify & merge accounts with SignUp? So merge Pre-Signup Accounts with Signup accounts
How do you identify & merge accounts with SignUp? So merge Pre-Signup Accounts with Signup accounts if that is the same account. 95% of signups are not contacted Pre-Signup.
Bulk add activities to list of contacts.
I just started using Pipedrive in my new BDE role. After experimenting with the bulk email sends, I want to make sure all of these same contacts are then entering into a new activity once that first email has sent out. Is there a way to bulk add activities to groups of contacts? Thanks!
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change le
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change les propriétaires de leads , je ne peux les en empêcher mais je souhaiterais visualiser ces changements . Comment faire ? Pour savoir qu'elle entreprise a changé de propriétaire ?
CALLER & SCRIPT MANAGEMENT
Has anyone figured out how to install or add scripts to pipedrive so you can follow a call script and data while on a call?
New: 🤖 3 performance-boosting Chatbot features
We’ve upgraded Chatbot with three exciting new features, granting you access to more data to help optimize your websites and playbooks. What: Make the most of Chatbot’s new features to: * View playbook funnel and flow reports – Access in-depth statistics to see customer journeys and pinpoint where visitors are dropping off…
How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
Coming in April: 🗓️ Scheduling Campaigns
Edit: as of April 05 this feature is available for all users! As per the roadmap we shared earlier this year, we will be rolling out scheduling functionality in Campaigns during April to all users. You will be able to create Campaigns and schedule them to be sent at any time and date in the future. No need to be behind…
Can Pipedrive handle numerous sales pipelines distinctly?
Sales Process Questions We sell our speaker clients into paid speaking engagements, so each person is technically a product; the meeting planners who will hire them are the prospects. Each speaker/product is sold many times to different prospects. I'd like to color code/code each speaker/product distinctly and then assign…
How to document automations outside Pipedrive?
Hi Pipedrive Community! We are several admin users and we would like to share with each other the automations we did to coordonate everybody. The problem is that it is possible to list the automations done by another admin user but not edit them in a read-only mode to see what's inside (but we can suppress them!... crazy…

Sales Strategy

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