I'm a non-techie that rarely automated marketing and sales activities in the past. But as technology has gotten a lot simpler, automation is a no-brainer. Here's my post with four simple Pipedrive automations. Anything important that I missed?

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GeneralSales processes

Posted 8 months ago

I'm a non-techie that rarely automated marketing and sales activities in the past. But as technology has gotten a lot simpler, automation is a no-brainer. Here's my post with four simple Pipedrive automations. Anything important that I missed?

https://www.pipedrive.com/en/blog/streamline-sales-pipedrive-automations?fbclid=IwAR275ZstVZEJ4UFVoBPalzDm5cjx3MeE24ZnHKN5PX7z4J_r6NldRJOmoIA

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seriously there has to be a better automated feature for lead importing into pipedrive and lead routing

Automated Sales Territory Management on Pipedrive from WeMapSales!

Here is the episode of Get Automated I did with Tim Berman to showcase how awesome Pipedrive is. Tim Berman has taken PD to insane levels and there is a lot to learn from this episode. It was awesome and Im looking forward to more Pipedrive content.

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.

Are you missing out on the country and language channels? 🌎 🌍 🌏