Sales Strategy

How can I start an automation based on an incoming email from a specific contact and/or with a speci
How to increase your email list value and drive conversions ✉️ 🎯
What matters most in email marketing? Using effective email marketing software is important and having creative designers and copywriters on your content marketing team is a big plus. At the end of the day, though, it’s all about your email list. The people you send your emails to will determine whether or not your…
🤷‍♀️ How to register Meeting Outcomes in Pipedrive?
Hey everyone, I'm really curious to hear how others are registering the outcome of a meeting and reporting on that? I've been doing some research and heard about two possible ways from this post: * using different pipedrive stages * activity types The reply is 2 years old and doesn't go into much detail or show examples.…
Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
Tips for beginners
Currently using Pipedrive and listing everything as a “deal” wanting to see how others utilise the program after that? All jobs are sitting as deals currently.
Which sales metrics are most critical to keep track of?
A sales dashboard gives you a valuable overview of your sales team’s performance. It helps you to measure key metrics, individual team members’ activities and overall sales activities; but to build an effective sales dashboard, you need to understand which metrics to track. As a sales manager, you must ensure your team is…
Making Pipedrive Better (Introduce Products as mandatory)
Why don't the Pipedrive ADD a functionality that we could put as mandatory an action to add products every time we create a new deal. This way we could have better insights and we would never forget to add whata product we are negotiating.
Bulk edit button on deal level
At the moment it's only possible to bulk edit activities on de activities page. Would be great if you are able to bulk delete activities on a deal page as well.
9 after-sales service tips to keep new customers happy
Landing a sale from a new customer is one part of increasing revenue, but it isn’t the whole story. To scale your business, you need to turn customers into repeat buyers. And one way to do this is through quality customer service. Gartner found that customers who received a high-quality customer service interaction were…
How did you solve the problem with multiple brands under one company in Pipedrive?
Description of the situation: I have two brands (currently two different companies in PD) These companies exist only to send emails to clients from different domains (ABC, XYZ) Those brands are selling different products, have different communications, etc. but they are supported by the same PD users (salespersons). For…
CPQ - A boon or nightmare?
Anyone using CPQ solutions to optimise your sales process? What do you find difficult in your existing CPQ? * Complex to learn and implement * Not user friendly UI * Difficult to customise rule engine
Segment your recipients by previous campaign activity
Hello! We have added some new filters for you to better segment your recipient list. It is now possible to filter contacts by campaign title, sent date and campaign activity (opens, clicks). We have also added filters about unsubscribe date and bounce reason. These filters are available in the Contacts > People section and…
Feature Request: Manual Edit Deal Timelines
Is there a way for me to use legacy data to create a new pipeline with data over the past 3 months that wasn't on Pipedrive? E.g I know how long a company stayed in each stage of a certain pipeline but I can't write that data manually at the moment. Also if I'm on holiday and don't move the deals along the pipeline when I…
Pipedrive Podcast by Evolve: #16 Klenty - Praveen Kumar
https://www.youtube.com/watch?v=6Lx_NhiU33QEvolve Sales Director, Bruce Bignell, talks all things Klenty and Pipedrive automation with Praveen Kumar, Co-founder. Klenty is the #1 Sales Engagement Software to send personalized emails & automated follow-ups at scale. --- Covering - How Klenty helps sales teams win more…
How SMEs can increase sales by lead nurturing
SMEs live and die by their sales pipeline. Driving consistent and strong sales is the beating heart of a solid business, with prospecting and qualifying leads being normally considered the main responsibilities of a business owner after selling. But what if that is leaving you out of time to pay the necessary attention to…
Pipedrive & WhatsApp Integration: 6 Ways to Improve Sales Process
Hi everyone, I saw a lot of interest from businesses for a WhatsApp integration with Pipedrive. I covered the topic in some detail here: https://www.amitsarda.xyz/post/integrate-pipedrive-and-whatsapp If you have any questions, please don't hesitate to reach out. Best, Amit Sarda…
🔄 Campaigns API is now available
For integration partners, Campaigns product has now an API for you to use and connect with our product. Learn about the various endpoints you can connect with from the API documentation here.
Good all, Please advise how to add follower (new sale person) to existing organisations/people in bu
managing the followers list
How to create a go-to-market strategy in sales 🎯
In business, continued success usually follows careful planning. This is why if you’re launching a new product, revealing a new service or undergoing a rebrand, you’re going to need a proper go-to-market (GTM) strategy. Many things can go wrong as you try to break into a new market and your GTM strategy is what you fall…
Account Based Marketing/Sales and Pipedrive
Hello - I wanted to know if anyone was incorporating Pipedrive into an ABM model? I would like to aggregate all of our marketing metrics into Pipedrive and I am curious if anyone else is trying to do the same.
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…
Should you hire a sales enablement manager?
Assigning a leader for your sales enablement strategy can help implement and launch it successfully. This is the job of a sales enablement manager. Their role is to support the sales enablement team and build bridges to other departments so relevant content can be sourced and shared easily. They will also be in charge of…
Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem di
Boa Tarde Pessoal, alguma empresa gerenciar multiplos produtos no pipedrive onde cada produto tem diferentes tipos de precificação e estaria disposto a fazer uma breve reunião de benchmarking? / Good afternoon everyone, is there any company that manages multiple products on the pipedrive where each product has different…
10 Productivity Tips to set you up for Cold Calling Success
A collection of tips to set yourself up for success so that you give your 100% when attempting cold calls. Link: https://sardamit.gumroad.com/l/cold-calling-setup-tips
Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedr
Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedrive has its own system, but we have over 30 people on our account and this would mean doubling our subscription price!
Planned: Invoicing to gain new abilities 🧾 🚀
Create invoices using Pipedrive Products directly See all invoices from Xero/QuickBooks in Pipedrive Check consolidated financial information on customer level Why? To give you access to insights about an organisation's purchase history and payment status, and to make it easier to track and chase outstanding invoices. For…
How behavioral segmentation can help with your marketing campaigns
Email marketers have long since understood the importance of segmentation. However, more traditional, outdated methods of marketing segmentation look significantly different than modern tactics. Where we once grouped our target audience based on factors like age, location, average household income, or gender, we must now…
Price Confirmation Feature Request
We have defined our products and their variations to the system with their prices. Is there a feature to send for manager approval if our sales team enters there less than the price given for the product?

Sales Strategy

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