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Data management
Data management
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Ian Yun
Sales & Account Manager

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ฐ€์ด๋“œ: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ๋ฐ์ดํ„ฐ ๊ตฌ์กฐ ์ดํ•ดํ•˜๊ธฐ / ์ปค์Šคํ…€ ๋ฐ์ดํ„ฐ ํ•„๋“œ ์„ธํŒ… ํŒ

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ๋ฐ์ดํ„ฐ ๊ตฌ์กฐ๋ฅผ ์ดํ•ดํ•˜๋ฉด, ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์—์„œ ๋ฐ์ดํ„ฐ๋ฅผ ์„ธํŒ…ํ•˜์‹ค ๋•Œ ์ข€๋” ์ •ํ™•ํ•˜๊ฒŒ ๋ฐ์ดํ„ฐ ํ•„๋“œ๋ฅผ ๊ตฌ์„ฑํ•˜๊ณ  ๋ฐ์ดํ„ฐ๋ฅผ ์ˆ˜์ง‘ํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ด ํฌ์ŠคํŒ…์—์„œ๋Š” ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ๋ฐ์ดํ„ฐ ๊ตฌ์กฐ์™€, ๊ฐ๊ฐ์˜ ๋ฐ์ดํ„ฐ๋“ค์ด ์–ด๋–ป๊ฒŒ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ CRM ์•ˆ์—์„œ ์—ฐ๊ฒฐ๋˜๋Š”์ง€๋ฅผ ์•Œ์•„๋ณด๊ฒ ์Šต๋‹ˆ๋‹ค.

1. ์—ฐ๋ฝ์ฒ˜ ๋ฐ์ดํ„ฐ

  • '์—ฐ๋ฝ์ฒ˜' ๋ฐ์ดํ„ฐ์—๋Š” '๊ณ ๊ฐ(=๊ฑฐ๋ž˜์ฒ˜ ๋‹ด๋‹น์ž)' ์™€ '์กฐ์ง(=๊ฑฐ๋ž˜์ฒ˜)' ๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค.
  • '๊ณ ๊ฐ' ๋ฐ์ดํ„ฐ๋Š” ๋‹ด๋‹น์ž ๊ฐœ์ธ์— ๋Œ€ํ•œ ์ •๋ณด๊ฐ€ ์ถ•์ ๋˜๋Š” ๊ณณ์ž…๋‹ˆ๋‹ค.
  • '์กฐ์ง' ๋ฐ์ดํ„ฐ๋Š” '๊ณ ๊ฐ์‚ฌ'์— ๋Œ€ํ•œ ์ •๋ณด๊ฐ€ ์ถ•์ ๋˜๋Š” ๊ณณ์ž…๋‹ˆ๋‹ค.

2. ๋ฆฌ๋“œ / ๊ฑฐ๋ž˜ ๋ฐ์ดํ„ฐ

  • '๋ฆฌ๋“œ'์™€ '๊ฑฐ๋ž˜' ๋Š” ๋ชจ๋‘ '์˜์—… ๊ธฐํšŒ'๋ฅผ ์˜๋ฏธํ•ฉ๋‹ˆ๋‹ค.
  • '๋ฆฌ๋“œ'๋Š” ์ข€๋” ๊ฒ€์ฆ๋˜์ง€ ์•Š์€ ์˜์—… ๊ธฐํšŒ, ์ฆ‰ ์•„์ง ๊ตฌ๋งค๋ฅผ ๋…ผ์˜ํ•  ์ •๋„๋กœ ์ถฉ๋ถ„ํ•œ ๋‹ˆ์ฆˆ๊ฐ€ ๊ฒ€์ฆ๋˜์ง€ ์•Š์€ ๊ธฐํšŒ๋ฅผ ์˜๋ฏธํ•ฉ๋‹ˆ๋‹ค.
  • '๊ฑฐ๋ž˜'๋ž€ ๊ฒ€์ฆ๋œ ์˜์—… ๊ธฐํšŒ, ์ฆ‰ ๊ตฌ๋งค๋ฅผ ๋…ผ์˜ํ•  ์ˆ˜ ์žˆ์„ ์ •๋„๋กœ ๊ณ ๊ฐ์˜ ๋‹ˆ์ฆˆ๊ฐ€ ํŒŒ์•…๋œ ์˜์—… ๊ธฐํšŒ๋ฅผ ์˜๋ฏธํ•ฉ๋‹ˆ๋‹ค.

3. ํ™œ๋™ ๋ฐ์ดํ„ฐ

  • ์˜์—…์„ ์„ฑ์‚ฌ์‹œํ‚ค๊ธฐ ์œ„ํ•œ ๋ชจ๋“  '์˜์—… ํ™œ๋™'์„ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์—์„œ๋Š” 'ํ™œ๋™'์ด๋ผ ์นญํ•ฉ๋‹ˆ๋‹ค.

4. ์ƒํ’ˆ ๋ฐ์ดํ„ฐ

  • ์˜์—… ๊ธฐํšŒ์ธ '๊ฑฐ๋ž˜'์˜ ๊ฐ€์น˜, ์ฆ‰ ๊ฑฐ๋ž˜์˜ ์˜ˆ์ƒ ๋งค์ถœ์•ก์„ ํŒ๋‹จํ•˜๊ธฐ ์œ„ํ•ด ํ•ด๋‹น ๊ฑฐ๋ž˜์—์„œ ์šฐ๋ฆฌ๊ฐ€ ํŒ๋งคํ•  '์ƒํ’ˆ'์„ ์˜๋ฏธํ•ฉ๋‹ˆ๋‹ค.

์œ„ ๋‚ด์šฉ์„ ์ดํ•ดํ•˜์…จ๋‹ค๋ฉด, ์ด์ œ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์—์„œ ๋ฐ์ดํ„ฐ๊ฐ€ ์–ด๋–ป๊ฒŒ ์—ฐ๊ฒฐ๋˜๋Š”์ง€๋ฅผ ์•Œ์•„๋ณด๊ฒ ์Šต๋‹ˆ๋‹ค.

  • '์—ฐ๋ฝ์ฒ˜' ๋ฐ์ดํ„ฐ๋Š” ๊ฑฐ๋ž˜ ํ˜น์€ ๋ฆฌ๋“œ์™€ ์—ฐ๊ฒฐ๋ฉ๋‹ˆ๋‹ค.
    • ์˜ˆ๋ฅผ ๋“ค์–ด, ํ•˜๋‚˜์˜ ์กฐ์ง์— ์—ฌ๋Ÿฌ ๊ฐœ์˜ ๊ฑฐ๋ž˜ ํ˜น์€ ๋ฆฌ๋“œ๊ฐ€ ์กด์žฌํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
    • ์ฆ‰, ์„ฑ๊ณตํ•œ ๊ฑฐ๋ž˜ ๋ฐ ์‹คํŒจํ•œ ๊ฑฐ๋ž˜๊ฐ€ ๋ชจ๋‘ ๊ฐ™์€ ์กฐ์ง์— ์†ํ•ด ์žˆ๋‹ค๋ฉด, '์กฐ์ง' ๋ฐ์ดํ„ฐ๋ฅผ ํ™•์ธํ•จ์œผ๋กœ์„œ ์กฐ์ง๊ณผ ์—ฐ๊ฒฐ๋˜์–ด ์žˆ๋Š” ๋ชจ๋“  ์„ฑ๊ณต ํ˜น์€ ์‹คํŒจํ•œ ๊ฑฐ๋ž˜๋ฅผ ์กฐํšŒํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
  • ๋™์ผํ•˜๊ฒŒ, ๊ฑฐ๋ž˜๋ฅผ ์ƒ์„ฑํ•˜๊ธฐ ์œ„ํ•ด์„œ๋Š” ์ตœ์†Œ '์กฐ์ง' ํ˜น์€ '๊ณ ๊ฐ' ์ค‘ ํ•˜๋‚˜ ์ด์ƒ์˜ ๋ฐ์ดํ„ฐ๊ฐ€ ์—ฐ๊ฒฐ๋˜์–ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ์ฆ‰ ์กฐ์ง์ด๋‚˜ ๊ณ ๊ฐ์ด ์—ฐ๊ฒฐ๋˜์ง€ ์•Š์€ ๊ฑฐ๋ž˜๋Š” ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์—์„œ ์กด์žฌํ•  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
  • ํ™œ๋™์€ '๋ฆฌ๋“œ ํ˜น์€ ๊ฑฐ๋ž˜'์™€ ์—ฐ๊ฒฐ๋  ์ˆ˜๋„ ์žˆ์œผ๋ฉฐ, ๋‹จ๋… 'ํ™œ๋™'์œผ๋กœ ์กด์žฌํ•  ์ˆ˜๋„ ์žˆ์Šต๋‹ˆ๋‹ค.
    • ๊ฑฐ๋ž˜ ํ˜น์€ ๋ฆฌ๋“œ์™€ ์—ฐ๊ฒฐ๋œ ํ™œ๋™์€ ํ•ด๋‹น ๊ฑฐ๋ž˜ ํ˜น์€ ๋ฆฌ๋“œ์™€ ์—ฐ๊ฒฐ๋œ ์กฐ์ง ๋ฐ ๊ณ ๊ฐ๊ณผ๋„ ์ž๋™ ์—ฐ๊ฒฐ๋ฉ๋‹ˆ๋‹ค.
    • ์˜ˆ๋ฅผ ๋“ค์–ด, '๊ณต๋ฃจ์ด์  ' ์กฐ์ง์˜ '๊ณต๋ฃจ์ด์   [๋Œ€ํ‘œ Data] ๊ฑฐ๋ž˜'์— ํ™œ๋™์„ ์ƒ์„ฑํ•˜๋ฉด, ํ•ด๋‹น ํ™œ๋™์€ '๊ณต๋ฃจ์ด์  '์ด๋ผ๋Š” ์กฐ์ง... (More)

Google Drive + Documents - Just use the reference on Google Drive, no more duplicate files.

Please allow us to opt out of copying documents to a Pipedrive folder on Drive for editing in Google Docs.

It kills the entire approval and version control routine our team is setup around.

Just let us reference the source files and edit those, please! :D


Ideal Workflow

  • We attach a document to a deal, the source file is used without a duplicate of the file being created on Drive (current method with Pipedrive).
    • Ideally an option to toggle this behaviour
    • Version control and all the tools in Workspace doc editing means we should just use the source file to avoid redundant files on our drives.
  • When sending a document for signature, it would be ideal if the source file was used as noted above, and a PDF was created for the signing based on this document.ย 
    • Having to have a new Google Document every-time is wasteful and creates issues with collaboration.

I would be happy to explain more details about why this would be preferential for permissions and collaboration.

File Section: Sync a Whole Google Drive Folder

In addition to "Import From" and "Create New" in Google Drive, it would be great to be able to sync an entire folder. In my workflow, each deal is given its on folder on my local drive which is, in turn, synced with Google Drive. If I were able to "Import" a folder in Pipedrive as opposed to just the file then new documents would be added automatically. ย Thanks!