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Building target lists 'Leads Inbox'
I am finding myself adding leads to the leads inbox from contact records in our piepdrive database for people I want to make sure are front and center for me to contact. Prime targets so to speak. * Is anyone else using this the same way? * does anyone else use a different solution that works well for them?
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Have you been underestimating Linkedin for selling?
I will tell you 3 different ways to use Linkedin to sell better - 1 Get high-quality leads Linkedin attracts 675 million professional people from all over the world. So, if you want to collect verified lead data for B2B business’s look no further than this platform! The easiest way to collect leads is by using Linkedin…
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Want to sell socially on Linkedin? Just watch this short video
In today’s episode, we have Jason from Lola.com. Jason posted something really interesting on LinkedIn about the social selling strategy for LinkedIn. If you trying to find out how to be a social selling superstar, make sure to stick for the entire 4 minutes. https://www.youtube.com/watch?v=xlh10M4Ge8EThis message has been…
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Google G Suite Integration
I am trying to integrate G Suite for Business to my Pipedrive... It is not offered on Pipedrive but I do see that there are some third party services that charge a monthly subscription fee... the last thing I want to do is pay another fee. Any insight or suggestions to finding a solution to this issue? Thanks in advance!
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How do I delete all imports to start fresh?
How do I delete all imports to start fresh?
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Estimating workflows
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
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new to pipedrive and having trouble sending a group email, when i select all contacts the group emai
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When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Wo
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Would it be convenient for you if that could be defined as something different and based on one of your deal detail fields?
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💥 2 guaranteed ways to generate more leads! 🔥
⚡ Write/Record useful content for your target users There is no better way to generate quality leads for next to no cost at all if you can generate posts or videos or podcasts that help your target audience solve problems they go through in their work/life. A good example of it is Jeb Blount, who makes my favorite podcast…
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eSignature - Can Pipedrive support our process?
Start of process 1. Customer clicks ORDER NOW in a Powerpoint. (This powerpoint is shown to customer to select the option they want to go ahead with, we normally offer them option A, B and C) 3. By clicking ORDER NOW, Pipedrive API is called (i.e. Pass JASON), stores the status of document 4. Customer is redirected to the…
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Alguien sabe si se puede poner primero, hasta arriba el modulo de Persona y posteriormente el de Det
Alguien sabe si se puede poner primero, hasta arriba el modulo de Persona y posteriormente el de Detalles?
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Group Creation
Hello, I would like to ask if there is the ability to create a group of people to have it ready to send emails.
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Any way to report / monitor revenue from variations of products?
Hi there, we are currently trying to figure out how to monitor revenue from product variations. Example: we've got the product "digital integrations", which as variations has facebook post, linked in post, twitter, and more. In order to keep the product range fairly "small", we would like to work with products more as…
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need to clean out activities in bulk. have multiple new years and veterans day entries
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Monthly incom forecaste
Is it possible to assign a deal an expected splitted monthly expected income during certain period of time to get a forecast of what is expected to income during the time instead of getting total values per deal?
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Recurring revenue
Hi Pipedrivers, It would be great when setting up a recurring revenue on the deal level, to have the option to set up different revenues for different periods: a customer could be changing the tier he is on and this could give some accuracy if we were to track real revenue (less important for revenue forecasting)
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Can I view LOST deals in the forecast view?
I have been struggling to get Lost deals to show in my forecast view. Can someone advise me how to do this? Possibly lost deals just can't be seen in the forecast view? (I want to be able to use that visual representation to look at recently lost deals, by month) Thanks
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What do you use for tracking KPI's?
Hi team, I am looking for your advice on how you are tracking your sales teams KPI's. We're in the process of expanding our sales team, which is currently just 4 members, spread across the globe. We are looking for a way to more formally track team members KPI's and ensure we've got our finger on the pulse of sales…
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Sales team performance
Hi Pipedrivers, Imagine my sales team yearly sales target is million 1.2. Hence monthly target is 100K. Now I need to have a list/bar/chart by salesman by actual sales vs target by month. I have done it in Google Sheet with Pipedrive data, however I need to have this somewhere in Pipedrive, so I can get each salesman have…
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Goals feature
Hey, Pipedrivers! Can you share your use cases of utilizing Goals feature in Pipedrive? For the moment I can't make use of it, in my opinion it's not mature enough to implement it for sales process and revenue growth.
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Pipedrive Goals
Hallo, Sinds enige tijd ben ik fan van het vernieuwde Pipedrive Realtime Dashboard. Dit geeft goed de huidige stand van de sales en voortgang weer. Maar ik kan hier geen functie vinden voor 'doelen' of 'goals' Nu wil ik graag voor komend jaar een Goals/Prognose dashboard maken. Alleen is dit nog in de 'beta' modus en zeer…
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How do you use Pipedrive?
I would be very curious to see how some of you fellow construction companies have your pipeline(s) built out, and what are some of the automations/custom fields you use for your sales and work fulfillment process. If anyone can reach out, we would be very grateful for your time. Would love to bounce some ideas off…
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Move Bid from one pipeline to another
Is there a way to move a bid from one pipeline to another? We have several pipelines. I want to move a bid that has been won from the Sales Pipeline to Richard Prospecting. How can I do that?
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5 metrics that will help sales managers make better decisions
Average Sales Cycle: This will show you what’s the time taken for the deals to complete and will give you an idea of whether your sales team is slacking or cruising in terms of closing deals. Average Sales Price: Using this metric, you can negotiate confidently with customers or even try to capture more revenue by…
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The most simple thing to remember for being a better salesperson!
Sahil Mansuri, CEO of bravado and previously VP of sales at multiple SaaS companies thinks there are no simple answers to questions like “How can I be a better salesperson?” & “What are the qualities of a good salesperson?” In this interview he talks about learnings from his 11 years of sales journey, starting from an…
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Is there a way to track "new contacts added" in the Insights section?
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Odd Glitch with automation or my mistake?
Can anybody tell me why the subject line initially populates properly with "Slice Verification" but then almost instantly changes to the organization name? (automation above) Below is a very similar automation and it does NOT have the same problem. The subject stays "Proposal Due"
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Como fazer um inventário de estoque do seu e-commerce?
https://ferramentasdorainmaker.com.br/2020/12/22/como-fazer-um-inventario-de-estoque-do-seu-e-commerce/