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List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
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Email to as deal owner rather than limited options?
Any idea on how I can have the email sent to the owner of the deal that is associated with the activity rather than the activity creator?
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Deal moves to different organisation
Hi everyone, I'm having a lot of issues with deals changing to different organisations when a contact moves to a new company. I walked through this problem a couple of months ago with someone from the Help team but didn't really solve it. For example, Joe Smith moves from ABC organisation to DEF organisation. When I look…
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🧠 Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | 📽️ 2 mins
https://www.youtube.com/embed/asjT8AY5WE4In this chapter you'll learn why it's important to set activity-based sales goals and how you do it. Setting activity-based goals helps you deal better with rejection and focus on the deals that are important. It also helps you plan your day and work out what you need to do to close…
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Correct format for Zapier Webhook POST Leads OBJECT Value
Hi there I apologise in advance if this post is short. But I wrote up a lengthy explanation and somehow it didn't get posted. So what I am trying to do is take Gravity Form data and push into PD as a LEAD with as many fields filled. In particular I am wanting to add the value to the LEAD when it is created. I get an error…
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Link for webbmeetings.
Pipedrive has a superb function for creating calendar invitations to the customers from within the CRM. Earlier before the new Zoom-integrations was implemented, when I didn't write a physical address, a Google Meet link was attached in the invitation to my customer. Now, If I leave it blank and doesn't include the Zoom…
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Pipedrive is planning to create some training material for you! Which topic would you like us to cov
Pipedrive is planning to create some training material for you! Which topic would you like us to cover in a video about the most common mistakes, tips and tricks?
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New: Goals in Insights! (gradual rollout) 🎯
Why? For the users who already enjoyed the Goals feature in the previous incarnation of Pipedrive's Reports, this needs no explanation -- and you certainly voiced how much you missed them during this transition period, for which we appreciate your patience. 🙏 For the users who already joined us in the Insights era: Goals…
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How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.
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New: OneDrive and Sharepoint now in Sales Documents! 📄
Why? Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place. For whom? Users in the…
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Are your cold emails are getting caught as spam? Here is a solution!
The most common reason for your emails getting marked spam is this - When people to whom you are sending these emails, mark your email as spam You are a tea seller who is doing cold email outreach, you reach out to everyone in your city where a group of passionate tea haters also live. Once this email reaches out to them,…
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Sales Objections Tool: Tell us the objection. Get expert responses. 🙅🔜💰
Browse, copy, download and even save favourite responses by: Time | Price | Need | Trust | Competition | Authority | Industry We know it can be frustrating to receive objections from prospects, but there are techniques you can use to counter with confidence. We’ve reached out to some of the top-notch sales teams using…
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How to custom re order individual Deals within each stage.
Hi Guys, We use several different pipelines to track roofing projects over the course of their project lifespan. I would really like to be able rearrange each individual Deal in each Stage to represent the order in which we will address them. Can this be done?
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Hi everyone!
I share an article for everyone, especially those who want to learn about current solu
https://softwaresupp.com/blog/extensions-pipedrive-b2b?fbclid=IwAR2mxoVcBJR9Z0QSM6A_HGwvBkItvVVwgMfe52rrFCw0otDQJ_xS8przAJg
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Perfect way to answer - “Is your product better than your competition?” ✨
We have John Barrows, founder of the amazing JBarrows Sales Training telling us his approach to answer ‘how is your product better than your competitor?’ without belittling or talking bad about your competition. He tells us people use only 10 ~ 20% functionality of the products they buy and he believes that’s what people…
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Hello Pipedrivers! Question about the use of CRM software for B2B companies
I am writing a report about how CRM softwares can enhance the performance/efficicency of B2B companies and about why a CRM software is useful especially for companies in the B2B Market. Does anyone have any information about this? Any comments, your own experience or links to access articles/data about this topic would be…
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How do I get the IOS app to record a text message sent in Pipedrive?
How do I get the IOS app to record a text message sent in Pipedrive?
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파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
질문: 파이프라인에서 성사된 거래와 진행중 거래를 동시에 보려면 어떻게 해야 하나요. 답변: 필터 기능을 이용하여 원하는 조건을 조합할 수 있습니다. * 거래 상태가 '진행' * 거래 상태가 '성사' 성사된 거래와 진행중 거래를 동시에 보려면, 위 두가지 조건을 OR 로 연결하는 필터를 생성하세요. 자세한 내용은 첨부한 동영상 참고하세요. 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 고객 목록 필터링 * 파이프드라이브 가이드: '분기별 생성 진행중 거래 보기' 필터 설정
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Tips for Improving Your Presentation Techniques
Hello, in our work with clients we help them develop skills on "storytelling", thought I'd share this blog post on "5 Quick Ways to Drastically Improve Your Presentation Technique". You can check it out here ... https://academy.dotankdo.com/blog/5-quick-ways-to-drastically-improve-your-presentation-technique/
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Revenue input - does it send communications to person / organisation on the deal?
I am keen to start using the revenue functionality in the deal view. Does it send outgoing messages such as emails to the organisation / person listed on the account? (I don't want it to, purely for internal reporting)
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🧠 Understand the Numbers Game - Sales Pipeline Course: Chapter 1 | 📽️ 2 mins
https://www.youtube.com/embed/AFvgwM9D5a0Welcome to the beginning of our Sales Pipeline Course! In this first short video, Pipedrive Co-founder Timo Rein helps you understand what a sales pipeline is and how it can help you grow your sales. Depending on your industry, these stages may be different but the principle is the…
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3 tips for writing better subject lines (with examples)! 💡
1. Keep the subject line to the point A report by Retention Science found that subject lines with 6 to 10 words deliver the highest open rate, making 8 words an ideal number for a subject line. If a subject line is too long, it will get cut off and your reader will not know what the email is about (and could ignore it).…
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姓名を日本表示にできますか？
初めての投稿となります。本日よりpipedriveを使用し、HubSpotのデータをインポートしました。 pipedriveの表示が、海外仕様で名姓表示になっていますが、これを姓名の順に日本表示することは可能でしょうか？
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If your ever comparing pipedrive plans, the following is a great resource for video demos and I asse
See attached pdf for comparisons on a download and link for demos. https://www.pipedrive.com/en/academy/courses/full-demos
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Sales Sequences that should be part of your outreach
Becc Holland has shown several unique sequence triggers that you can use today to connect with your prospects and future customers. https://www.youtube.com/watch?v=tRaXa6cU24Y
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Hello, I feel silly asking this question in 2021 but I still work with clients that take faxes, can
Hello, I feel silly asking this question in 2021 but I still work with clients that take faxes, can anyone point me in the direction of how to send efax from Pipedrive?
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New Lead in Leads Inbox
When a new lead arrives in the leads inbox from a web form it appears to be highlighted as new with bold text and a dot next to it if I remember correctly. Does it hold that new look for each pipedrive user until they view it or when one person views it does it not appear as new anymore for everyone?
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Syncing certain Emails
Hey Guys - Is there a way to have incoming emails from a specific email domain forwarded to Pipedrive?
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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…