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Do You need a customizable Day for Start of the Week?
Do You need a customizable Day for Start of the Week?
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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…
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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…
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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!
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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?
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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…
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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…
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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…
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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!
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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…
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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.
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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…
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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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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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What are creative ways you tag your contacts within Pipedrive? What is your primary use of the Tag f
What are creative ways you tag your contacts within Pipedrive? What is your primary use of the Tag feature?
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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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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…