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Tùy vào nhu cầu và quy mô mà các doanh nghiệp thường lựa chọn giải pháp CRM phù hợp. Có những doanh nghiệp chỉ cần một giải pháp CRM tốt, tuy nhiên cũng có những doanh nghiệp với nhu cầu cao hơn đó là một giải pháp CRM toàn diện. việc lựa chọn 1 giải pháp CRM cần có những tiêu chí làm căn cứ đánh giá.
Dựa vào nhận định của các chuyên gia... (More)
Why?
Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place.
For whom?
Users in the Advanced, Professional, and Enterprise plans.
How does it work?
❓Are you a OneDrive/Sharepoint user? Are you going to start using this integration right away? Comment below.
🔎 Learn all about Sales Documents with our Knowledge Base tutorials and our blog article in your preferred language.... (More)
We would like to help you to get the contact details of your leads easily. We have a few questions we’d really want to ask you to help us understand what matters most to our customers. Could you help us out? ✅
It shouldn’t take more than 3 minutes of your time. If you can spare the time, please add your input in this survey. The answers are anonymous, confidential, and not tracked.
⏰ Survey closes November 27th, 1pm (GMT +2).
Thanks in advance — we really appreciate it! Every bit of input helps. 💪
Hey everyone,
tough question I have.
My consultant that helps me with sales automation strongly advice to create a deal when the prospect is interested to know more about our solution and not before.
Then prospects status before is managed under a custom field which means no pipedrive reports but a 3rd party integration.
At what stage in your process you do create a deal in Pipedrive?
thank you so much!!!
