-
Automatische Feldanpassung je nach Unternehmensart
Hallo zusammen, bin neu hier und hoffe, mich an alle Channelregeln zu halten ; ). Ich habe folgende Frage: Wir haben unsere Kundenunternehmen nach Unternehmensarten eingeteilt. Besteht die Möglichkeit, je nach Unternehmensart andere Auswahlfelder zuzuordnen bzw. nicht benötigte Felder auszublenden? Vielen Dank für Eure…
-
Does anyone know how long the data could be download when we exporting data?
Does anyone know how long the data could be download when we exporting data? I want to figure out the exact date!
-
How to close sales deals in 7 steps 📢
Read our latest blog article that covers the 7 steps you can take to close sales deals and 7 tips and techniques to help you win new business. Research from RAIN Sales Training shows that top sellers achieve significantly higher win rates (48% vs 37%) and hit their goals more often with fewer points of contact with the…
-
🧠 Top 13 benefits of using email marketing
What do you think is the best use for email marketing? Email marketing is a flexible tool that drives sales and builds brand awareness. According to the Direct Marketing Institute's 2019 report, email marketing delivers a return on investment (ROI) of $52 for every $1 spent. That’s an impressive return. And it may make you…
-
Question & Advise + Dashboards + Values
Is it possible to visualize data in percentage values using Insight Dashboards? eg: I am wanting to show numerical data (from Deals fields) split by Organisation or another non-numerical-value (from Deals fields). If not, can someone recommend a Pipedrive Partner that can support with data visualization?
-
Insights: Not get the data I need
How to get a percentage number in Insights? Such as: All deals / custom field of “Appointment Attended: Yes. This will give me my appointment rate Trying to get my KPI’s for my business. I have not gotten much of the actual data out of Pipedrive yet. Seems like a 3rd party app might be bale to handle the job but right note…
-
Liikkuuko teillä kaupat koskaan putkesta toiseen? Tässä siihen vinkki!
Ajattelin heittää tällaisen pienen automaatiovinkin jutusta, joka tulee usein vastaan kun käytetään useampaa kuin yhtä putkea - ja erityisesti, jos kauppoja kopioidaan putkesta toiseen. Ongelma: Teillä on Pipedrivessa myyntiputken jälkeen projekti/tuotanto/asiakkuudenhallintaputki, jonne kopioidaan aina voitetusta kaupasta…
-
Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?
Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?
-
🚀 5 Time-Saving Sales Management Tactics to Help You Scale Your Process
As your business grows, so does your need to juggle a larger number of tasks. From balancing strategy, delivery and keeping your team motivated, there are plenty of challenges to maintaining growth. And that got us thinking. What are 5 actionable time-saving tips you can use to scale your process? Here’s what we came up…
-
Hey Pipedrive family! I'd love any input from anyone using Pipedrive for wholesale AND retail. Any t
-
How to overcome imposter syndrome
“Soon, they’ll find out I’m a phony.”, “Closing that deal was sheer luck!” “I didn’t do anything to deserve that promotion...” Do these thoughts sound familiar? Self-doubt is human, but up to 70% of all people will suffer from imposter syndrome at least once in their life. For some, it will turn into a permanent condition.…
-
Pipedrive Podcast By Evolve - #5: Sales qualification in Pipedrive - BANT and MEDDIC
Bruce from Evolve discusses Sales Qualification In Pipedrive - Real-life examples of how we capture the data in Pipedrive. Youtube: https://www.youtube.com/watch?v=9S5vJcFJNxQSpotify: https://open.spotify.com/show/34t0mj5xlhvpb5alPK6QH8?si=NNuj7gNJT-O-AjP0RCvkvg Covering: Qualifying criteria Qualifying questions Pipedrive…
-
Pipedrive Setup Tips
Shared a few tips on how to go about setting up Pipedrive without worrying too much: New Pipedrive Account Setup Tip
-
Tracking the number of created companies
Hi, is there a possibility to track the number of created companies per user? Thanks for your help!
-
Gmail + Pipedrive
Is anyone using the Gmail add-on? I saw many folks got confused about installing it! It's a Google Workplace Marketplace app (NOT an extension), so it shows under "apps" in your Gmail. I've just recorded this quick video overview of the integration. Hope you enjoy it!
-
Tracking Events Attended
Hey all, we run different events and want to be able to search / filter people depending on events that they have attended. We have been using a custom field (multiple options) to track when people attend our events (which has worked great for tracking, filtering and searching who has attended different events). But, we…
-
Pipedrive paketerar om i sina licensnivåer
Pipedrive har nyligen justerat sina licensnivåer genom att flytta om olika funktioner mellan nivåerna och i vissa fall även förändrat licenspriset på licensnivåerna för att stödja företagen på bästa sätt. Nya kunder hamnar rätt på en gång medan befintliga kunder kommer att hanteras i två faser: * de kunder där det inte…
-
Best Practices
Hello, Is anyone interested in best practices regarding pipedrive and Dux Soup ? Let's talk in this community. Greetz, jan
-
Want to export Data lists from our customized fields....
Hi everyone! Is it possible to export the lists we created with our customized fields we created? For exemple, we created a Commodity field with a dropdown list of choices, I want to export those choices... I have already explored the Import/Export menu but nothing for the export of 'backend' info.... Other CRM offer the…
-
Adding revenue number on a deal
I can see within Pipedrive there shows "Revenue" for a deal however nothing allows you to enter an amount. Can someone please let me know how we can add this? Thank you!
-
👋😊Welcome to the Campaigns Beta Testers Channel!
👨🏫 Ask your questions and share your tips about Campaigns here on the channel. Product Manager @Janis Rozenblats himself will answer. This week we are joined by... 🥁 @Mette Fangel Sørensen @Adrian Labonde @Donald Rose @Sven Braam @Nicolas FAUX @Evelyne Leveke @Sonny @Simon @AliAsgher Sunelwala @Rich Mistkowski…
-
Huomio kaikki email-synkronoinnin käyttäjät!
Hei! Erittäin tärkeä asia huomata sähköpostien synkronoinnin kanssa: 1. Tarkasta, että teidän Pipedriveen ei ole lisätty teidän omia työntekijöitä sähköpostiosoitteineen henkilöiksi (person). Mikäli näin on käynyt, kyseisen henkilön sinne kuulumattomia sähköposteja voi näkyä tämän henkilön tiedoissa kuten kuvassa on käynyt…