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Data management
Data management
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9 questions
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So erstellen, pflegen und erweitern Sie eine Kundendatenbank 🗂

Wollten Sie schon mal einen Kunden anrufen, konnten aber seine Nummer nicht mehr finden? Oder hatte schon mal eine Interessentin eine Rückfrage zu einem Sales Call – aber der zuständige Mitarbeiter war gerade nicht im Haus und nirgendwo lagen Notizen bereit?

 

Wenn Sie den Eindruck haben, den Überblick über wichtige Kundendaten zu verlieren, wird es Zeit für eine Kundendatenbank. Sie macht Schluss mit Zettelwirtschaft und unübersichtlichen Aktenordnern und sorgt dafür, dass jeder im Team zu jeder Zeit Zugang zu allen Informationen hat.

 

Wie Sie eine eigene Kundendatenbank erstellen, pflegen und erweitern, zeigen wir Ihnen in diesem Artikel.

lead or deal? asking for help organizing my data

I have a service business. My clients get to me by various ways. Word of mouth, FB/IG posts, webinars, courses I teach and more. Sometimes the first communication is a phone call which ends after scheduling a meeting(which is actually a sale). Sometimes, it starts with a text message, only asking for advice on a specific issue, and when probed I find out the person asking was not even interested in a meeting at all.

I want to ask how I should organize my data. Right now, each new contact is immediatley added as a person and a DEAL is... (More)

Custom Fields with Secondary Drop Down Options

Hi All,

Does anyone know of a solution to create multiple layers of single select options in the custom fields.

e.g. I select "Outbound Marketing" in a Custom field called Source.

Once I select this a second custom field called Secondary Source gives me the choice of Email, Linkedin, Cold Call, etc.

But if I select a different option in the original field Source, the options in Secondary Source are different.

I hope this makes sense, any advice very much appreciated!

Thanks

Laura

Pipedrive integration with google drive. Renaming folders, creating subfolders

Hi everyone!

 

I have the following scenario that I would like to get:

Sync Pipedrive with Google drive to download all files from pipe drive into subfolders for each deal.

 

Pipedrive > "Deal Number" > "Deals Subfolders"

Currently the integration renames the folders but to the organisations or contact person name, do you know any workaround using zapier?

 

Thank you!