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Sales per state/country
Hi, In insights, is it possible to create a graphic that shows the number or deal value (total) per state and/or country? I think I can do it by adding a new custom data field (address) for "Lead/deal", but I don't want to add the address every time I create a new deal... Thank you! Martin
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Use Pipedrive for cross selling and up selling existing customers
Pipedrive works best for closing new deals. How to set up Pipedrive, for cross selling and up selling existing customers? - This would require, allocation of customers to sales people. - Maintainig data like, existing services which customer is using, priority, etc - They shall interact with their set of customers of…
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UK prospecting
Hi everybody, Can you possibly recommend tools, channels and platforms that helps to prospect in UK? One of the challenges we have encountered is that it is difficult to find telephone numbers on the prospects websites. Can you recommend any sources or tools that could help to overcome this? Thanks! Przemek
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Moving a deal across to another pipeline
I have a Pipeline from enquires all the way to my enquires becoming customers. I have then made another pipeline to manage my customer through the process to help me better my communication and there overall experience. How can I move a deal from one pipeline to another? can it be done or do I have to make one really long…
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How to create a crisis comms plan so you’re always prepared
Whether you’re a business owner, manage a department or work in PR, it always helps to expect the best while preparing for the worst. It may seem negative, but even with the best intentions and high standards, mistakes do happen – you can’t control everything, after all. Here are 5 tips to get you started: Be accurate Be…
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Pipedrive sharing with phone.
Hi Can I have my Pipedrive names and numbers linked to my phone? So I know if one of my leads are calling without adding them all into my contacts on my phone .Does that make any sense ? Is this such a thing?
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If / then for custom fields
Hi, it would be great to have an if / then function for custom fields and labels I mark my contacts as clients and suppliers and I need different information and custom fields for those contacts. So it would be great to have a function like "if organisation has label client then make custom field A selectable" and "if…
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Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
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Insights: Revenue Forecast Report is live in Professional plan! 🔮 📊
What does it do? This report shows expected revenue based on the total value of open and won deals, and the time they are expected to be won or were won. For whom? Professional plan and higher. How can I use it? * Track revenue forecast report in Insights cumulatively and non-cumulatively (new!) * Measure results by…
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How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
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Smarketing: Align your sales and marketing teams to boost revenue
Here are some of the benefits that smarketing can help you realize: Improved lead gen and nurturing: Teams work together to attract, qualify and nurture leads. For example, marketing can provide sales reps with content that pushes leads toward a purchase. Efficiency: Customer data is easily siloed. Share information across…
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Travel company
Hello, any travel company/agency, tour operator here in the Canadian Pipedrive community. If so would love to connect and share how we integrate Pipedrive within our workflows.
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How to show your employees that they’re valued
High-performance organizations recognize that great ideas and initiatives can come from all levels. Try showing employees they’re valued by removing status barriers and integrating teams. For example, HPOs typically opt for an open workspace, where everyone works in the same space regardless of seniority. Other ideas…
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Archive deals
Hi Pipedrive users, Do you have any tips for archiving deals? I have a number of deals that have not been won or lost, but that no longer need any attention. I would like this deals out of my pipeline. Does someone has any solution for this? Thank you in advance.
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Sales kickoff: Can you celebrate and motivate at the same time?
Many sales and marketing managers want to use their annual sales kickoff meeting to celebrate wins from the previous twelve months, while motivating their teams to reach even greater heights in the year to come. Is there an ideal event format for accomplishing both objectives at the same time? Brainshark’s State of Sales…
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Merged: Linking People with multiple organisations
This discussion has been merged.
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email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
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Do you use any Cold Calling apps that are integrated with Pipedrive?
Looking for recommendations on call automation software that integrates with PipeDrive. Ideal Requirements: * Integrates to the CRM to log calls and conversations, * Auto-dialing, preferably across a list of accounts/deals/organizations, * Call Recording, * Bonus if it automatically leaves pre-recorded voicemails!
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
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Exporting Org, Contact and Deal data into Excel
I know we can export Deal data into Excel, but I am looking to export the Organization name, Contact for the Deal and the Deal data into 1 consolidated Excel spreadsheet. Getting Notes into the spreadsheet would be a plus. Is there anyway to do this currently?
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New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
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Expert email quotes that will help you improve your campaigns
Looking to inspire your next email campaign? Here’s what three experts have to say about email: “People talk about what they care about.” – Nikki Elbaz, email consultant at NikkiElbaz.com. When you write emails about what your customers are interested in, they’ll be more likely to read them and buy any related solutions…
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Can we get a Google Meet integration?
I recently switched from Zoom to Google Meet, for two reasons... * I think Zoom's UX is horrific (and I know many who agree). * As a GSuite customer, it's just neater to use Meet. It's far quicker and smoother for me to set up and join Google Meet sessions overall. Any chance of a Pipedrive integration with Google Meet?…
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9 email management tips to increase productivity
Effective email management can reduce stress and create more time to learn about your audience, collaborate with your team, nurture leads and close deals. Here are 9 email management tips you could benefit from: Allocate time for inbox maintenance Embrace the delete button Automate email filtering using pre-made inbox…
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Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
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Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
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DETAILED COMMISSION DASHBOARD
Hi Friends, Can anyone name few portal or app which comply with the followings? * Integrated with Pipedrive * Integrated with Xero * It can support different commission level (range 1 - 100K, 5% AND range 100,001and above 10%) * Simple and nice dashboard You can email me at hosseinm@energybuster.com.au. Thank you, Hossein