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Financial or Credit Services industry
Financial or Credit Services industry
1230 members
-1 questions
5 posts

In this channel we've gathered all those sales and marketing enthusiasts working in the Financial or Credit Services industry. 

  • Are you looking to learn how an expert in your field has implemented Pipedrive to solve the same challenges you are facing?
  • Do you want to ask specific sales and marketing questions to people working in your field?
  • Are you looking to share your own knowledge with others?

If one or all of the above is true, then this is the right channel for you! 

Click "Follow" to always stay posted. ↗️

Pipedrive Included in the Sparkasse Berlin Recommended Software List 🏦

Pipedrive has been included by German Bank Sparkasse Berlin among the recommended software that are especially suitable for small and medium-sized companies that seek to support their growth through digitization.

Sparkasse Berlin introduced a free digitization check for small and medium-sized companies to determine their individual level of digitization. This tool helps companies to identify the areas where they are already well positioned and in which there is still room for improvement. For areas that can still be improved, Sparkasse offers digital solutions. Pipedrive is among the solutions offered for sales and CRM software.

“Being recognized by Sparkasse Berlin is... (More)

Assign Financial Products as Products or Labels

Hello all,

Do any FS people use Products in PD for industry products, let's say Life Assurance or Investment Portfolio set up as products within PD or do they just label their clients relating to the business the client has with their firm?

Either way best practices and ideas are always welcome. 

Thanks!

Carol Ussery
Private Mortgage Group

I am a Mortgage Lender. I connect borrowers who need loans (Deals) with Private Investors (Leads). how do I assign a Deal to a Lead? And Can I do that for multiple Deals?

Time Tracking Practices and / or Integrations

Hello FS people,

Does anyone here time track the amount of time they spend working on clients and have they managed to integrate that into Pipedrive, either directly or by using an integration and linking time tracking to contacts or particular deals?

This would be a really useful feature imo.

Thanks for your answers,

Paul