Hi guys! I was thinking, could it be possible to send a automated e-mail to clients after a "meeting" to have their opinion about the first contact for example?

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Sales processes

Posted 8 months ago

Hi guys! I was thinking, could it be possible to send a automated e-mail to clients after a "meeting" to have their opinion about the first contact for example?

Something simple to improve attitude.

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Hi everyone! Is it possible to resend e-mail after 1 week (f.e.) in Pipedrive? If not, which app can handle this?

Hi guys, using the prospector tool at the moment and looking to create a step by step process and could use some support - what do you guys think of the below?

DISCREPÂNCIA! QUANDO E POR QUE O CLIENTE COMPRA!

What do you think is the NO. 1 thing that could drive more revenue in your business? (without spending any $$)

Searching for a call script possibility or a some workaround in pipedrive so we easily can prepare each employee for a customer meeting.

Hi fellow pipedrive users, I've been looking for a Marketing Automation / E-mail marketing system to use together with PipeDrive. My challenge is that i would like to be able to segment customers based on the recurring services they buy/not buy so i can send them the relevant marketing communications for upselling them. For example , let's say a customer(organisation) has bought Service A but not B. The customer would then (manually by the sales rep) have a custom field (multiple choise) with the Service A checked. I know this works with ActiveDemand, but i really like the MA system ActiveCampaign. However ActiveCampaign does not have organisation custom fields, this is tricky since we can have multiple contacts for one customer - thus adding a lot more of administration to fill in the fields on a person level instead of org level.