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Trade (Retail, Wholesale) industry
Trade (Retail, Wholesale) industry
1341 members
8 posts

In this channel we've gathered all those sales and marketing enthusiasts working in the Trade (Retails, Wholesale) 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 ↗️

Pet Niche Help

Hey guys, we're a conversion rate optimization team focused in the pet space & just integrated with pipedrive. We are looking to collaborate with anyone in the pet vertical in how we're building out our pipedrive processes. 

Would love to connect with anyone here. 

 

Seeking | Office Furniture Company Users Of Pipedrive

Hi I work for an office furniture company in Vancouver, Canada. We are currently evaluating Pipedrive as a CRM of choice and would be delighted to connect with any users in our industry to learn about your experience and your implementation success roadmap. 

Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client

Hello Pipedrive Community,

Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals will show up and as we don't use unique identifiers for deals, it's hard to distinguish which is the open deal. In effect, we want to be able to have accurate insights/analytics, but not have tons of deals stack up. In the first year, it might be fine. But as the years go on, with one client, next thing you know, we might have a list of 30-40 deals.

Has anyone else ran into this issue? If so, I'd be very interested to hear your ideas for a workaround. The k key for us is accurate insights/analytics.

Thanks in advance,
Stephen

Deals report with data of products in each deal

Hi, the company I work for sells products from different manufacturers, and we have goals set by each of these factories. That way, I need a deals report that allows me to view the name, quantity and unit value information for each product present in each deal in the pipeline.

At the moment, I have tried some solution with Zapier, but that solution depends on some trigger that I must indicate and each plan has a task limit.

As all the information is already in the pipedrive, the ideal would be to be able to export the report with these information anytime I need it.

Has anyone else had this need and found a solution?