Hello Pipedrivers! 💜

We have some exciting news to share: After a (maybe not so) long time focusing on the pre-sales/deal closing side of the Sales Lifecycle, we are currently exploring how to deliver a better experience for the other side: Account Management!

We heard you (and did our homework, aka research) and we know that some of you are currently hacking the sales pipelines or use a 3rd party tool for after-sales, which most often than not lead to out of sync data, missed actionable activities and, at the end of the day, more mess.

So, as our focus is to develop a native, Pipedrive solution, aimed at helping you manage the relationships and grow your existing accounts, we would like to invite you to participate in our closed beta and join forces with us to build valuable solutions to the whole community.

Sign ups are now closed, thanks for all who shared the interest. We will now shortlist an initial group to test some upcoming features, so there will be emails being sent soon! And, if you do not get in the initial beta, fear not - we’ll be slowly opening up for more and more people!

PS: If you want to share any thoughts on the topic but don't want to participate in the beta, feel free to comment on this post - your feedback is always appreciated!

PS2: As a sneak peek, here's a screenshot of what you could be testing in... (More)

It is Almonzer 😊 Campaigns Group Product Manager, I am here to share with you some exciting news!

As we are rolling out Campaigns to more and more users, we are getting questions from you asking about features such as Automations and Scheduling Campaigns. I am glad to share with you the highlight of our plans for 2022.

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Campaigns product team is working on:

Schedule Campaigns Later 🗓️

Schedule your campaigns to be sent later based on fixed delivery date and time

Marketing filters 👤

Enabling both marketers to segment and target users according to their campaigns-specific attributes and activities.

Double Opt-in ☑️

Provide solutions that help users to use contacts for email campaigns without worries about abuse.

The above will start rolling out during Q2 to all users

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We are starting work on:

Automations foundations 🤖

Users can automate marketing communications with email campaign and time delay steps and review single campaign reports

Follow up actions ⏭️

Allow users to create campaign follow up actions based on recipient engagement

Campaigns Insights foundations 📈

Marketers will be able to build reports in Insights based on email marketing reporting data from Campaigns.

The above will start rolling out during Q3 to all users

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Later, this year we are planning:

Engagement Scoring 💚

Marketers will be able to score their contacts based on their engagement levels and the sales users can use this score as guidance in following up with specific users.

Campaigns Insights extended 📈 �... (More)