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Does The ChatBot Really Throw Away Conversations?
My company has just recently found out that even if someone enters their name and phone number into the chat bot and you ask anymore questions after that you will lose the lead and all of that information if they decide to leave the chat. No notification will be sent and you will have no idea anyone has ever given you…
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Merge sales funil coluns withoutt loosing historic
Hi everybody! Recently in the company, we decided to reestruturate our sales funil. But we are using the insights from previous funil. Is there any chance we can merde some coluns of the funil? To not loose the historic of the leads ? Thanks
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Monday.com + Pipedrive integrations
My team uses Monday.com for project management. I'd like to sync a Pipedrive pipeline into Monday using the Pipedrive Integration but it doesn't appear that I can sync a pipeline "stage" to a "status" column in Monday. Anyone else encounter this or something similar? Thoughts on a solution?
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How The Pandemic Reshaped The Way We Sell 🛠 📈
Pipedrive's VP of Sales Jens Oberbeck reflects on the dramatic changes that salespeople have gone through since the start of the global pandemic. The full article can be found on the Crunchbase community contributor blog here. In 2020, 48 percent of salespeople worked from home. That is more than double the number working…
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Automation on deals already exist
Hello, I manage to create thousands of deals over API and put them in the first step of pipeline. Now I want them to take them and make follow up on them automatically. How can I do that? All the automation flows are for new deals/activities etc not for existing ones. Thanks
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Pipedrive asiakashallinnassa
Moi, kaikki käyttää Pipea varmaan uusasiakashankinnassa. Mutta mitä, jos asiakashallintakin haluaa käyttää Pipedrivea? Eli kun asiakkuus on saatu ja se jatkuu vuodesta toiseen ja samalla kasvattaa arvoaan vuosi vuodelta. Meillä tehdään Saas bisnestä ja pidetään vuosisopimuksien uusimista ja sen prosessia yllä Pipessa omana…
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Lead nurturing and sales funnel
Hi All, I have a few questions on lead nurturing / sales funnels. * How do you categorize your leads in Pipedrive? * Since there is no 'delayed (scheduled emails) in Pipedrive, how do you manage this bit? * I got to know about this : https://www.pipedrive.com/en/blog/sales-funnel , however we need to have more details on…
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Property cards in Pipedrive?! (Real Estate)
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
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Looking for forecasting tool connected to pipedrive
Hi there! I am researching financial tool with good interaction with Pipedrive. I have built it from scratch, but it needs some facelift and at the end, it would be better to outsource it. I will clarify what are our issues: * we have SaaS model * we cannot use deal values or products as it differs, there are upsells etc.…
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Real estate question - If you're an agent/broker - how do you manage open for inspections in Pipedri
Real estate question - If you're an agent/broker - how do you manage open for inspections in Pipedrive? I'm finding it great for chasing business or specific buyers - but open for inspections seem to be a struggle.
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With Visibility restricted, users duplicating / creating deals for Prospects that already exist.
If Deal visibility is restricted, there's no way to avoid salespeople going after the same prospects. Either there should be some kind of visibility to search whether something exists without seeing more details, Or... ?
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[Survey] How do you use Whatsapp in your work with clients?
Hi, people! My team and I are working on a way to improve the sales team`s efficiency on Whatsapp. Specifically, we're developing the automatic Whatsapp to PipeDrive integration. I'm looking to find out how you use Whatsapp in your work now: for lead gen, sales, account management, long-term customer relations, etc. Please…
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Automatic emails in workflow automation
Hi Everybody, I have the following case: * My Pipedrive is connected with my Gmail * I divided our pipelines in "Hunt Sale" and "Organic Sale" * Organic sale = A potential customer that creates a trial account on our website without us knowing him/her * They appear in Pipedrive automatically (one of our developers built…
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Template with Product Table
Hi, I'm trying to use template in documents to create Product Table. System dose not convert links that are in description to clickable. Links in attached file I had created manually. Select text and press Ctrl+k Do you have any hint? I had try using full web address with https://www. but it did not work. Any solution?
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waitlist functionality on Calendar sync
I am using the Google calendar sync for my demonstration clinics. These work slightly differently to a standard meeting. It would be useful for my business to be able to run a waitlist that prospects can sign up to as well as other proposed meeting dates. I do get some cancellations so knowing who is interested in having a…
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Kunden binden durch After-Sales-Management
"Thank you, next?" Das war einmal. Denn nach dem Kauf ist vor dem Kauf. Das After-Sales-Management beginnt dort, wo der traditionelle Sales Funnel endet: unmittelbar nach dem Kaufabschluss. Damit antwortet das After-Sales-Management auf veränderte Marktbedingungen und hilft Unternehmen, Kunden langfristig zu binden und zu…
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What is a Tire Kicker? How to Spot Them and Avoid Them ⚠️ 🥾
How do you deal with leads who are never going to buy what you are selling? The term tire kicker started out as a reference to people who visit car dealerships frequently, kick the tires on a few vehicles to indicate their interest, then leave again without ever buying a car. In many cases during your sales activity, you…
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📽️ Webinar | Workflow Automation: Make your processes magic 🪄 💫
https://pipedrive.hubs.vidyard.com/watch/m5SFpKQ5yrqsB8kMtBgHbK?ref=community_postIf you couldn't make it live or if you want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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Can caller be used with syntax to make calls?
I'd like to be able to make calls from the leads inbox using the pipedrive caller, is that possible? This is the list of Syntax options in the knowledge base: Skype call: skype:[number]?call Skype SMS: skype:[number]?chat SIP phone handler: sip:[number]@gateway.com Apple FaceTime call: facetime://[number] Default phone…
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I can't seem to find this function so maybe someone here can point me to it if it exists. I have a v
I can't seem to find this function so maybe someone here can point me to it if it exists. I have a very small sales team and I need to forward them leads coming in from our www contact form. I was thinking if there's a way for me to forward/BCC the email to my sales rep in a way that would automatically create a sales…
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Setting up a pipe for Account Management
Hey All! I work in sales and account management for a small marketing agency in Kansas City. I love Pipedrive as a sales CRM, but does anyone have any tips for setting up a pipe to manage current clients? I've set up a pipeline, but it doesn't quite flow how I would like. Any tips, tricks, or extensions would be…
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What is your best practice for defining deal owners?
Hi, we are wondering who in our company should be the deal owner in different kinds of deals. We have two different sales dep.: 1. internal service for inbound inquiries 2. field service for active acquisition and KAM How do you manage the topic 'deal-owner'? When should the KAM be the deal-owner? I'm looking forward to…