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Pipedrive 한국 / South Korea
Pipedrive 한국 / South Korea
177 members
1 question
60 posts

Welcome to the Pipedrive South Korea group! Hit “Join Channel” to always stay posted. ↗️

  • Connect with fellow sales professionals from South Korea and get help with your sales and Pipedrive questions. 
  • Share your challenges, concerns, opportunities, feature requests, customer behavior - you name it.
  • Please introduce yourself when you join: who you are, what you do, what brings you here. 

Channel Leader: @Ted Youn

Ian
Sales & Account Manager

파이프드라이브 워크플로우 예시: 활동 완료 후 팔로우업 활동 생성

질문: 영업 활동이 완료된 후 활동을 푸쉬하기 위한 팔로우업을 자동화하고 싶어요.

답변: 파이프드라이브의 워크플로우를 통해 활동 완료 후 자동으로 다음 활동이 생성되게 만들 수 있습니다.

활용 예시: 

  1. 이메일을 통한 견적 발송 활동 완료 -> 견적서 발송 팔로우업 활동 생성
  2. 청구서 발송 활동 완료 -> 청구서에 따른 결제 요청 푸쉬 팔로우업 활동 생성

예시로 든 활동 이외에도 모든 활동에 대해 팔로우업 활동을 이어가게끔 자동으로 활동이 설정되게 구현할 수 있습니다.

 < 활동 완료 후 팔로우업 활동 워크플로우 자동화 예시 > 

  • 워크플로우 흐름
  1. 활동 상태가 '완료'로 업데이트됨 (트리거)
  2. 완료된 활동이 존재할 경우, 다음 활동을 자동 생성

 1. 워크플로우 생성 후 '트리거'를 '업데이트된 활동' 으로 설정합니다.

 2. 팔로우업 활동을 자동 생성할 조건을 설정합니다.

위 화면에서는 '이메일 발송' 활동이 완료될 시를 기준으로 조건을 설정하였습니다.

 3. 조건 발동 시 생성할 '팔로우업 활동' 유형을 지정합니다.

 4. 팔로우업 활동의 상세 내역을 지정합니다.

위와 같이 특정한 or 모든 활동이 완료될 시 자동으로 팔로우업 활동이 설정되게끔 자동화 구현을 진행하실 수 있습니다.

주의: 

  1. 팔로우업 활동 생성 시 반드시 '할당 대상' / '연계된 거래' / '연계 조직' / '연계된 고객' 이 지정되어야 합니다.

이외에도 궁금하신 점은 언제든 커뮤니티에 글을 남겨 주세요!
해시스냅은 파이프드라이브의 원활한 이용을 위해 최선을 다하고 있습니다 :)

Ted YounCommunity Driver
Software Engineer at Hashsnap

Korean Currency: add thousand separator and remove decimals

Greetings,

I have many Korean customers asking for Pipedrive to improve the Korean currency handling.

If you choose Korean won for the default currency, you can see two issues.

  1. Thousand separator: The South Korean won is measured in large numbers. For example, one million KRW amounts to 837.40 USD only. South Koreans expect to see these large numbers with thousand separators, but Pipedrive doesn't support this features.
  2. Decimal: In USD, the notation 4.50 USD makes sense as it denotes four dollars and fifty cents. In KRW, however, 1000000.00 looks awkward as Korean customers expect no decimal when it comes to money. (This is also true for other East Asian currencies such JPY and VND.

Hope this helps.

Ted YounCommunity Driver
Software Engineer at Hashsnap

Translation Mistake: Deal Weighted Value in Deal Progress Insight Report

Greetings,

I found another awkward Korean translation in Pipedrive insight report.

This is what we saw in English version.

The y-axis has an option for 'Deal weighted value', which accounts for deal probabilities while computing the total.

In Korean version, this is translated as '거래 가중치'.

In Korean, 가중치(加重値) means the 'weight', which corresponds to deal probabilities in the weighted value. The word 'weighted value' has no matching Korean translation, so I think '기대값 (expected value)' or '가중합 (weighted sum)' may be the correct translation.

Hope this helps.

Ted YounCommunity Driver
Software Engineer at Hashsnap

Translation Mistake: Word order in the weighted total value of deals in a stage

Greetings,

I found another Korean mistake in the weighted total value of deals. This is what we saw in the English version.

₩1,614,900 - 15% of ₩10.766.000

In the Korean version, however, this weighted total values are translated as follows:

₩1,614,900 - 15% 중 ₩10.766.000

This is merely a word-to-word matching between English and Korean. Korean expects the percentage to be located after the total number. The correct translation will be as follows:

₩1,614,900 - ₩10.766.000 중 15%

I know this may incur a major update in Pipedrive website structure because you have to switch the location of percentage and total values for some languages, but this is what Koreans expect to see for the weighted total value.

Hope this helps.