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Do you use external automation tool ? (Zapier N8n Integromat) ?
Do you use external automation tool ? (Zapier N8n Integromat) ?
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Manage automatically your leads entry (or other task)
Hello everyone, I've created several scenarios that allow me to treat automatically my lead's entry from a form or, a contact sheet, or by Calendly (or other book meeting apps such as Setmore or Acuityscheduling). My scenario does not duplicate any information such as organization, person except if it needed My scenario…
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Can you update a deal stage based on an email open?
Hey everyone, I am wondering whether I can update a deal stage based on an email open. Also whether I can trigger an email based on a deal stage?? Does anyone know of any third party integrations that can help?? Thanks everyone!
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파이프드라이브 워크플로우 예시: 특정 조건 충족 시에만 활동 생성하기
질문: 특정한 조건이 충족될 때에만 활동이 생성되게 하고 싶어요. 답변; 워크플로우의 '조건' 을 통해 특정 조건이 충족될 때에만 액션이 진행되게 세팅할 수 있습니다. 활용 예시: * 거래 라벨이 'Hot'인 경우와, 'Cold'인 경우 각각 다른 영업 활동 생성 * (커스텀 데이터 필드 설정) 리드 스코어링 값이 50 이상일 때 특정 활동 생성 위 예시 이외에도, 커스텀 데이터 필드 혹은 파이프드라이브의 데이터 필드를 이용해, 특정 조건이 성립될 때에만 발동하는 워크플로우를 구현하실 수 있습니다. < 거래 라벨이 Hot인 경우에만 특정 활동이 생성되는 자동화 예시 > *…
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11 sales deck templates and examples to win you new business
The quality of your sales deck can make or break a sales pitch. You need to make sure that you include: * A clear narrative about your brand and solution * Stats and testimonials showing why your solution will help your prospect * A strong, persuasive argument from start to finish * Your brand identity and memorable…
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Curious, how is everyone using reoccurring activities?
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Sales Tracking
Is there an add on that we can use that will take the sales information and track the deal. For instance: When the deal is finance approved, settled and commission paid. Sales Strategy + Sales commission + sales tracking
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👿 Do you manage competitors in Pipedrive?
👿 Do you manage competitors in Pipedrive?
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Account Management: Staying in touch with multiple stakeholders 🧑⚕️👩🏽💻🧛
⁉️ The Challenge: Managing "Multi-Threaded" Large Accounts While on a transactional sale, you might meet a prospect a few times and try to create a good vibe until the close. In enterprise sales / strategic account management, everything is about building trust and maintaining a good relationship with multiple people over…
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What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team
What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team members modify these values arbitrarily as they see fit or do you have pre-defined rules and guidelines for doing so?
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Muistutus jos asiakkaaseen ei ole oltu yhteydessä
Myyjäkollegani kysyi, että onko mahdollista saada Pipessa listattua asiakkuuksia/kontakteja, joihin ei ole oltu yhteydessä esim. puoleen vuoteen tai jonain muuna määritettynä aikana? Kontaktien aikajanallahan saa näkymiin valitut aktiviteetit tietyltä aikaväliltä ja yhteydenottotiheyden voi valita valikosta. Jos tästä…
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Enterprise Sales: Staying focused on the close over long sales cycles
Going up-market, hunting for the large prestigious logos, and landing this huge contract? More best practices for enterprise sales on Pipedrive: Get the Whitepaper Three tactics to help you stay focused over a long sales cycle: * 🗺 Build a plan from your target (the close e.g. “x signs y”) backward: what sequence of…
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Automation when a task is marked "done" when it is first created
Hi all, I am running into a few problems trying to implement automation for some aspects of our sales process and would appreciate some advice. When our sales reps first reach out to a prospect, they create an activity for the Initial Call and mark it as "done" for activity tracking purposes. I am trying to create an…
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Telefoniløsning til integrasjon med Pipedrive?
Hei! Dette går ut til mine norskspråklige "kolleger" i pipedrive systemet. Jeg har sett at Pipedrive har flere add ons iform av telefoniløsninger (automatisk sms, etc), men sliter med å finne noe som tillater norske numre. Noen her som bruker noe/har forslag? Ønsker en løsning der, når jeg har sendt pris til kunde og…
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When should your sales team branch out into business development?
If your business is still new, or a startup, a few key team members may be entirely responsible for both sales and business development: * Researching and understanding their company’s target market * Finding and connecting with potential buyers * Selling their products and services As your business grows, however, your…
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Should you change due dates of activities/tasks in a CRM?
Wrote about a burning topic and took an apparently less popular stand: https://sardamit.gumroad.com/l/pipedrive-activities
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I'm curious - what does your follow up sequence look like? What is something that you do that is out
For me - I've had a lot of success incorporating direct mail into our prospecting activities. We send a series of cards which has been getting people to respond!
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Since Pipedrive doesn't offer real email templates and only allows us to save regular text emails as
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#smart docs Vor und Nachteile von Smart Docs vs. Pandadoc
Hi together, ich bin gerade dabei Pandadoc und Samrt Docs in Bezug zur Erstellung von Angeboten zu vergleichen. Neben der Usability, sollte es natürlich auch schick aussehen. Was habt ihr für Erfahrungen mit den jeweiligen Programmen? Danke euch
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What sales coaching tools do you use?
When it comes to sales coaching products, there are a huge number to choose from, from in-person courses to call monitoring software. In this article, we’ll be looking at how sales coaching software can help you to improve your sales skills, as well as how you can choose the right product for your needs. Read our article…
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The experts’ guide to finding the right balance with sales employee feedback
For anyone in a leadership role, giving employee feedback doesn’t have to be nerve-wracking if you go about it the right way. Our expert’s manual includes tips on how to construct effective employee feedback that will improve employee satisfaction and real employee feedback examples. Find out how you can use employee…
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Is there a way to be alerted when someone opens a tracked email?
I see that I can filter my messages by email tracking, and I get passive notifications that includes opens every now and then through the sales assistant, but I am looking for more of a real time alert.
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List of Report/Chart Ideas for Pipedrive Insights
Hi everyone! I am pre-selling a list of chart/report ideas for Pipedrive Insights. I have curated this list from the point of view of sales leadership, sales management, and individual salespeople. The final digital product will also contain screenshots of how to configure these and what it would look like, with a summary…
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Automation of the workflow by organisational filter with emailing
I would like to create an email automation based on an organisation level filter such as "country" or "industry". Knowing that the email is a template created on Pipedrive for a dedicated industry. The organisations are already existing companies that are passive, I would like all contacts in the organisation to be…
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Enterprise software: How do you sell it to prospects?
Selling a $1 million software contract to an organization is a completely different ball game to selling a $120 annual subscription to one person. Known as enterprise software sales, or complex sales, the selling cycle can last months. It involves building relationships with prospects and tailoring a solution that…
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Does anyone here know if Quotient can work with Pipedrive?
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Discovering Pipedrive Insights using Tableau
Sometime in July, I shared a Tableau dashboard that I had built using the Deals data from Pipedrive. It is proving to be incredibly useful for clients I work with. A few(!) people liked it and I decided to package it in the form of a digital product: * Snapshots of Tableau dashboards ($0) * Just an eBook ($100) in the form…
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Where does sales end and business development begin?
Business owners, managers and sales and marketing professionals frequently view sales and business development as a single, umbrella-like system. In many newer businesses and startups, for example, a few key team members may be entirely responsible for: * Researching and understanding their company’s target market *…