-
How to use the 'Products' feature in Pipedrive
In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don't just have to be physical products, you could also use products for the services that you sell.
-
Duplication's feature improvement request
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
-
Use "Bulk Edit" to Create Activities Against Organisations or Contacts
I would love to have the ability to select multiple Organisations or Contacts & then use Bulk Editing to create an Activity again each of those selected items. Can this be done? Are there any plans to enable this?
-
Lead Assignments by Region or Country
Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.
-
Entire automation workflow for Real Estate
Hello, We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive. We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into…
-
Commercial Real Estate Agent Assistance
I am commercial real estate agent looking to utilize this software. I mainly work in mulitfamily. Anyone have any suggestions for setting it up? Any resources people have used that they would recommend? A couple of things I would love some advice on. * Where do i store information about properties? Products seems to make…
-
Pipedrive for Real Estate Investors
Are there any real estate investors on this forum who buy then rehab and either sell or rent? Would like to share ideas on how to better utilize Pipedrive for my business, apps and automation, etc.
-
SDR Phone Calls / Email Automation?
Hi Everyone, I'm currently using Apollo.io for email marketing and helping facilitate SDR phone calls; however, their pricing for the phone is VERY expensive and their data is really bad. We're going to transition to using Zoominfo or SalesIntel for data but I need a better way to set up email / phone tasks that are more…
-
Is there a way to segment insight reports by organisation fields?
Does anyone know of a way to get round the below issue: When I try to segment a deal performance insight report, it only allows me segment by deal fields (such as 'lost reason'), but not by organisation fields (such as 'organisation sector').
-
Common challenges that SMBs are faced with, and effective strategies to overcome them
Small and mid-sized businesses (SMBs) face challenges that can impede their growth and success. Here are some of the most common and how you can tackle them: Limited resources: SMBs may operate on a shoestring budget and have limited access to capital, technology and human resources. One way to tackle this is by…
-
Why supporting small and medium businesses matters for local communities
Small and mid-sized businesses (SMBs) are crucial to today’s economy – so much so that they’re often considered the backbone of economic growth and job creation. According to the SBA Office of Advocacy, SMBs make up over 99% of all businesses in the United States alone and are responsible for creating two-thirds of net new…
-
It would be nice to be able to use custom fields in automation triggers
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
-
One Time Filtering Capability in Contact/Org
Hello, I am familiar with how to create my own filters, but I am often slicing and dicing data to drill down to get a list or an organization count by specific parameters. Is there a way to filter in Pipedrive similar to how I would in excel (without exporting every time)? I find that I end up building endless filters that…
-
Recruitment Firm - Use Case
Hey there awesome folks, Anyone using Pipedrive for their recruitment firms? I would be keen to understand the various use cases and how it's implemented Earlier, i was using Hubspot (still am though), and there were a few challenges that came up and a lot of custom modules had to be setup. It was not fully effective…
-
Can I add a new Activity category?
I would like to add a couple more than just the phone, task, email, meeting, and lunch. If not is there a way to create a subcategory to differentiate between specific meetings, emails, etc. Thank you in advance! Michele
-
Do You need a customizable Day for Start of the Week?
Do You need a customizable Day for Start of the Week?
-
Move deal automatically to another stage when activity is overdue
Hi guys We would like to know if any of you have any experince setting up an automation as this: "Move deal automatically to another stage when activity is overdue" This is our current setup in a pipeline: Stage: write proposal --> proposal sent --> follow up on proposal Activity: send proposal --> follow up on proposal…
-
Email Template Flaw / Shortcoming
There are many use cases to send an email from inside a specific record (person or deal) to another party (vendor, referral partner, outside partner). These would include status updates, outside vendor orders needed to process a deal won, or a simple thank you's to others attached to the deal. These emailed orders and…
-
CAC - customer aquisition cost on won deal
Hi folks, What is the easiest way to see how many activities a sales person has done per won deal i.e. calculating CAC? If we could break this up per activity type (call, f2f, email) it would be even better. At this point there are no need to involve marketing activities to this. Thanks for you help in advance!
-
Feature Request: Email Tracking within Gmail
Would love to see email tracking for emails sent from Gmail with Pipedrive Plug-in! Is this a planned feature for the future?
-
Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
-
Allow editing the note directly on List view
At the time being on List view, Pipedrive just allows users to edit note when opening the activity, which causes it very time-consuming, especially when I have hundreds of tasks to finish. It would be great if Pipedrive allows users to edit the note directly on List view.
-
How to set your sales team up for success
Putting time and effort into building a great sales team benefits your entire business. It’ll help you as a sales leader meet your objectives, your reps fulfill their potential and your company grow. Building a sales team isn’t all about hiring, though. Once you’ve found the right people, you’ll need to train them for…
-
We are Pipedrive parners in Europe/Finland and USA
Hi, We're Pipedrive's certified solution provider, and offer help with everything Pipedrive related. Our services consist of implementation, training-, consultation-, integration services, and much more. Feel free to contact me any time, I'm here to help and guide you to take full advantage of your Pipedrive CRM. On top of…
-
Pre-qualification pipeline
What would be your thoughts on using a pipeline to pre-qualify leads? Pre-qualification would include: * Validate contact information * Validate that the service request match the company offering * Location (covered area) * Urgency When leads does not qualify a reason would be provided. When leads does qualify, a workflow…
-
Mutliple LABELS
Is there a way to put multiple lables on a project? We are currently using labels to track and report on projects based on product manufacturer, but sometimes there are multiple manufacturers on a project. Thanks in advance!
-
What’s the best way to end a business email?
The end of your email is one of the most memorable parts. That’s why it’s so important to get it right. Nobel Prize-winning psychologist (and author of Thinking Fast and Slow) Daniel Kahneman found evidence from several studies for what he dubbed “the peak-end rule”. It suggests we judge and remember experiences largely…
-
New Video Series to Learn more about Pipedrive
The playlist is available on YouTube. If you have any specific questions, I would love to answer them as part of this series.
-
Using Pipelines to Track Event Participation
Hello Pipedrivers. We are curious if any of you are using Pipedrive to track your company's participation in events. For example, we are looking to build an Event Pipeline and create Deals related to specific events. Then usher this Deal through the stages of submitting an abstract, attendee list set, registering our…