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Sales Processes
Sales Processes

❓ Are you more of a ‘method to the madness’ or ‘a place for everything and everything in its place’ type of planner❓

A clear, repeatable sales process enables you to understand exactly what you need to do to succeed. It also helps you to plan out a well-defined sales cycle that can generate more revenue with less effort.

Your sales process is a map that tells you exactly which activities you need to be doing, and when you need to do them. 

  • Ask questions and share knowledge about Sales Processes in your industry, in your country, at work.
  • Click Follow to always stay posted ↗️

Are You Making the Most of Your Sales Orders?

Sales orders play an important role in the vendor-customer sales process.

While not every business or sales professional takes advantage of sales order forms, those that do stand to benefit in a number of ways.

For example, using proper documentation and taking a systematic approach to sales orders can help:

  • Solidify purchase expectations for both you and your buyer
  • Verify key product, delivery and billing information
  • Ensure all your sales transactions get documented and carried out correctly

Plus, using digital sales orders in conjunction with automation software saves time, helps to prevent order entry mistakes or omissions, and can streamline... (More)

¿Sigue siendo el correo electrónico enviado en frío la mejor forma de comunicarte con nuevos prospectos?

El reciente Reglamento General de Protección de Datos (RGPD) de 2016 cambió la forma en que escribimos y enviamos correos electrónicos en frío. Con los años que han tenido para adaptarse, ¿siguen siendo estos correos la mejor manera de comunicarse con nuevos prospectos o existen otros métodos que dan mejores resultados?

Con la dispersión de los correos electrónicos de marketing como cosa del pasado, Guy Hanson de Econsultancy señala que las nuevas prácticas brindan "una gran cantidad de beneficios, incluido un aumento frente a todos los principales indicadores KPI", con "KPI negativos" [que muestran] las reducciones correspondientes, con indicadores... (More)

Pipedrive Roundtable: Mass Emailing, Newsletter-Tools, etc.

Join our Roundtable on Friday, May the 14th at 08:30 - 09:30 PST / 17:30 - 18:30 CET!

Last time, we had more than 10 people joining in!

This weeks topic: Mass Emailing of Leads/Prospects, Tools for regular Newsletters for Sales/Marketing

  • What works well with Pipedrive?
  • What offers good analytics?
  • What is the easiest to use for beginners?
  • What usecases benefit from Mass Emailing?
  • That and more in this Roundtable!

Join our Roundtable every 2nd Friday, where we share tips, insights and help each other with our different use cases!

For an invite, send an E-Mail to or... (More)

Deals - On-hold

There are multiple deals on hold due to the pandemic situations. These deals affects my overall lifecycle of the Sales Process. What is the best practice to handle the deals on hold?