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Is Pipedrive able to recognise contact email addresses including company name and add these automati
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How can I send am email to all potential prospects and use first name preload? Can I also do it with
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Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
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Where can I find out how to set up caller.
Where can I find out how to set up caller in pipedrive? I typed it in the search but nothing comes up. Just where to find it and how to use it. no set up.
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Email history to remain in Deal when deleted in the source
Hi There, Is there a way for the email history of a deal to stay within there once the email has been deleted from the source. It wouldn't need to stay in the email tab in pipedrive but the full communication history would be very helpful. We can archive currently but there will be a time when we need to delete emails due…
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Is a channel sales strategy right for your business? 🤝
A channel sales strategy, in contrast to a direct-sales strategy, involves using partners and third parties—such as affiliates, distributors or resellers—to sell your products or services. Channel sales is meant to help you develop new revenue streams beyond your direct-sales reach. This strategy works best when you…
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Move between piplines
Hello. We have 3 pipelines. I was wondering if its possible in case of a mistake after a deal is created in one pipeline to have it moved to another? A change in label doesn't seem to do the trick. Thanks
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I am trying to create a report that shows new deals created over time. I would like the a bar chart
I am trying to create a report that shows new deals created over time. I would like the a bar chart to be segmented by week. A trend line showing the trend of deals created by week overlayed on the bar chart would be very useful as well. Can anyone tell me how to create this report
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Recording calls in mobile app?
Is recording calls in the mobile app on the roadmap? In general, we find the quality of calls from the web is pretty bad - very finicky and depends on a rock solid wifi connection or else the receivers complain about static and dropouts - so we prefer to call from our mobile phones instead.
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3 actionable ways to take your follow up game higher! 📹📞📻
‘Follow up and close the sale’ all of us sales folks know the importance of this phrase. We found out 3 actionable ways to follow up from Jeff Shore, the author behind the seminal book on follow-ups. Here they go - 📹 𝗦𝗲𝗻𝗱 𝘃𝗶𝗱𝗲𝗼𝘀 In these remote working times, one thing that really works is videos. Record 20 ~ 30 seconds…
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WorkFlow Automation
Hey . I'm a new Pipedrive user and im thrilled to start with it ! I wanted to ask you all as a community about the automations in Pipedrive, what automation do you all use ? why do you use these automation ? how did you create it ? If you have some tips for automation that made your life easier please leave a comment .…
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I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue the
I was hoping to produce a list of our top 20 accounts, sorted in descending order by the revenue they have brought in. I can get a list of all deals, but it doesn't sum up by organization. Wondering what I am missing to make that happen. I'm a bit of a newb to reporting, so appreciate any guidance. If this is covered in…
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Har din säljorganisation tillförlitliga säljprognoser?
Vem har inte suttit på ett säljmöte då man ska motivera och försvara när en affär ska landa, men det borde finnas hjälp att få? I Pipedrive så finns en prognosdel där man utifrån “förväntat avslutsdatum” kan summera upp hur olika hur olika affärer bidrar till säljresultatet per tidsintervall. Läs mer här.
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Deal won > Automatic email with products ordered
Hi everyone! I want to save time and limit the risk of error when I won a deal. Let’s say that I have a deal and there are products attached to it. When I click the deal is “won”, is it possible to send an automatic email to a colleague and include this information : * Company name + info * Contact name + info * All…
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Vill du slippa skriva anteckningar i ditt CRM?
Tycker du att det tar för mycket tid att dokumentera dina aktiviteter i Pipedrive? Kanske gör du aktiviteter när du inte är framför datorn och kanske glömmer att notera dessa? Nu finns det en lösning! Läs mer här.
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Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
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Healthcare CRM: How to Manage Patient Relationships 🧑⚕️
The healthcare industry has a growing need to prioritize patient relationships and engagement. It is years behind the global standard when it comes to adopting effective digital communication channels to keep up with consumer-driven demand for a better customer experience. In a survey conducted by Surescripts, 55% of…
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När ska du använda tidslinjevyn för kontakter?
När du säljer kan du behöva få en visuell representation av dina historiska aktiviteter med en specifik kontakt på ett företag eller ett företag med alla dess kontakter. Detta är ett snabbt sätt att säkerställa att inga viktiga kontakter försummas. Jag ska nedan beskriva hur du gör i Pipedrive CRM och där kan du använda…
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Webform Style Light & Dark Theme
Hi to all! I've a problem with the style of webform: my blog's theme switch automatically on Light or Dark colors scheme according to the users system preference: so, if you are watching my blog with your dark mode on, you will see my blog "black", otherwise if you don't have dark mode active, you will se my blog with…
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Unser erstes Pipedrive-Webinar am 15.10.2020 um 9.00 Uhr
Guten Morgen zusammen, am Donnerstag, den 15.10.2020 um 9.00 Uhr findet unser erstes Pipedrive Webinar statt...Wir sind wirklich gespannt und aufgeregt :) Pipedrive Webinar für die Praxis im Vertrieb Das Thema in einem Satz: Wir schließen die Brücke zwischen Pipedrive und der täglichen Vertriebsarbeit. Die Intention: In…
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Das zweite Pipedrive & Vertriebs-Webinar folgt direkt: Donnerstag, 22.10.2020 um 09.00 Uhr
Hallo miteinander, nachdem wir so tolle Feedbacks von vielen Zuschauen erhalten haben, haben wir uns für eine etwas kurzfristigere Aktion entschlossen. Diesen Donnerstag, am 22.10.2020 um 09.00 Uhr wiederholen wir das Webinar aus vergangener Woche. Nur diesmal mit Aufzeichnung für alle die Teilnehmen (sorry noch einmal an…
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Send emails with custom design/HTML
Is there a way to create an email template purely with HTML? E.g gif banner with a gray background and content only in the center. Thanks in advance
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Pipedrive CRM Integration Guide
I am happy to announce that the brand new version of our over 50-page CRM Integration Guide is already live 🎉 This guide has been created based on actual stories with our customers and it showcases the possibilities that Pipedrive CRM provides to the organizations and teams. It also helps us in setting up specification…
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Quote/estimate in foreign currency.
My company is located in Canada and we carry a vehicle that is priced in USD. I am looking for help to include in my quote that will protect me should the USD change dramatically. I am looking to protect both the company and our clients.