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Sales Processes
Sales Processes
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❓ 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. 

Enterprise Sales: Staying focused on the close over long sales cycles

Going up-market, hunting for the large prestigious logos, and landing this huge contract

More best practices for enterprise sales on Pipedrive: Get the Whitepaper

Three tactics to help you stay focused over a long sales cycle:

  • 🗺 Build a plan from your target (the close e.g. “x signs y”) backward: what sequence of actions need to happen to lead to that point.
  • ❓As you progress, come back and review your plan frequently: which assumptions were valid, which did prove wrong? Which circumstance changed since the last time you visited your plan?
  • 🧑‍🤝‍🧑“if you want to go far, go together” for eyes see more than two, so review your plan with your team or your manager whenever possible.

Three Pipedrive Best Practices to excel:

Use the deal activities thread to create an action plan with all the information required for at least the next 3 critical steps.
 When reviewing your action plan with your colleagues use the mentions function in notes to share feedback.
On the vizrm org-chart you can easily see over-due tasks marked in red.

Level up your Lead-gen by combining our Web Visitors and Prospector functionalities

We think we’ve introduced a game changer when it comes to converting your leads into deals. 🤩 

You might be familiar with our Web Visitors add-on which reveals the names of companies who visit your website and what content they engage with. 

You also might be familiar with Prospector, which enables you to access a database of 400 million outbound leads and filter by your ideal customer profile.

👉👉We’ve now made it possible to combine Web Visitors and Prospector! That means you can see who’s visiting your site and then reveal their contact info, making it easy to follow-up with your leads. It’s all GDPR compliant too!

eu utilizo o próprio Pipedrive, o fato de eu poder ter tipos de atividades me ajuda muito.


Eu utilizo a API4com para as ligações, então consigo contabilizar dentro do Pipedrive quantas ligações foram atendidas e quantas não. Pois eu tenho essas duas atividades.

Eu uso uma atividade para a Reunião de Demonstração.

Outra para No-show, e outra para OPP Validada.

Utilizo um ou, divido em dois funis para ter taxas mais precisas de conversão por etapa. Ter as etapas enxutas e bem definidas ajuda muito. Assim como sempre manter o funil higienizado e as atividades em dia.


As únicas coisas que não consigo mensurar no Pipedrive e que é um pouco básico e ai preciso usar ferramentas externas são;

-Tempo de atendito, quando tempo o lead ficou sem nenhuma atividade inicial, ou quanto tempo ate ele entrar na primeira etapa, neste caso, eu uso Integromat, e planilhas para gerar essa rastreabilidade.

-Assertividade de cold mails, acho que quando a funcionalidade Camapnhas chegar vai resolver (, hoje eu uso o Apollo, e o Snovio para este recurso.