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Custom Fields - Based on Stage, Pipeline and whether Lead, Deal

As is the typical sales and prospecting process, certain and most data points are not entered initially, but as the Deal goes through the pipeline.

  • Different pipelines have different Data points.
  • Different stages within each pipeline have different Data points
  • Leads typically won't need / use even half the Custom fields needed for a deal.

The result of having unneeded Fields in the Detail view in stages they're not needed/useful is unfilled custom fields and inconsistent data entry. This is more than annoying, it's resulting in a broken and cluttered workflow.

I went in the Leads view and saw all the custom fields which are only a thing after the 5th stage in our Deal pipeline - that's just bad... and distracting - resulting in a mental block to the salesperson from focusing on the task at hand.

Just as we have the option of selecting whether fields appear as 'important fields', based on the pipeline and stage, we need the option as to whether we want to see those fields at all... Based on Pipeline, Stage and Lead / Deal

 

One more thing, can we have data fields in the backend, hidden fields accessible only through a data export or API? (I guess having the ability to hide fields would basically result in a workaround where we have this as well)

Thanks!

Ted YounCommunity Driver
Software Engineer at Hashsnap

Question: max size for file attachment and total amount of storage available

Greetings,

I have two questions about file attachment in Pipedrive:

  1. What is the maximum size of file attachment in Pipedrive?
    A dev community article says you can probably upload files as long as they are at most 50 MB, but I need to give an exact size limit to my potential clients.
  2. What is the total amount of storage available to each account?
    Does Pipedrive provide unlimited data storage across all plans? (This is what the The CRM comparison page says, although we don't have any definite answer in this community post.)
     

Ist der Versand von Kalt-E-Mails nach wie vor der beste Weg, um neue Leads zu erreichen? 💡

Die aktuellen Anpassungen der Allgemeine Datenschutzverordnung (DSGVO) von 2016 hat Änderungen bei der Art und Weise, wie wir Kalt-E-Mails verfassen und versenden, mit sich gebracht. Sind diese nach einigen Jahren der Adaptierung immer noch der beste Weg, um neue Interessenten zu erreichen oder erzielen Sie mit anderen Methoden bessere Ergebnisse?

Der wahllose Versand von Marketing-E-Mails gehört der Vergangenheit an und Guy Hanson von Econsultancy stellt fest, dass mit den neuen Praktiken "eine ganze Reihe von Vorteilen einhergeht, einschließlich einer Verbesserung der wichtigsten KPIs". "Negative KPIs [zeigen] gleichzeitig eine entsprechende Abnahme, wobei Messgrößen wie Bounce-Raten, Abmeldungen vom Erhalt von E-Mail-Kommunikation und Beschwerden ebenfalls [reduziert] werden".

Ist die DSGVO bei einer solchen Performance-Steigerung ein Glück im Unglück? Oder haben andere Formen der Kommunikation Ihrer Meinung nach die Oberhand gewonnen?

Sehen Sie ein Wiederaufleben früherer Methoden der Kontaktaufnahme, die nicht durch die DSGVO geregelt sind, zum Beispiel Kaltanrufe?

Oder geht Ihr Unternehmen neue Wege, auf denen Ihnen keine Hindernisse durch die DSGVO begegnen, wie z.B. die Kontaktaufnahme mit heißen Leads auf Social-Media-Websites wie LinkedIn?

Die DSGVO hat die Art und Weise unserer Kommunikation verändert. Die neuen Bestimmungen führen zwar zu mehr Verkaufserfolg, doch bei den zahlreichen Möglichkeiten, potentielle Kunden zu erreichen, haben Sie mittlerweile vielleicht brillante Alternativen zur Kalt-E-Mail für die Lead-Kontaktierung gefunden.

❓ Wie haben Sie die Änderungen der DSGVO umgesetzt, um sicherzustellen, dass Ihre Verkaufszahlen auf Kurs bleiben und haben Sie einen Unterschied in der Anzahl und Qualität der Leads bemerkt, die in Ihre Pipeline gelangen?

�... (More)

JessPipedrive Employee
Product Manager at Pipedrive

Beta testers needed for Sales Documents sharing and storing improvements

Easily share templates with your team in Pipedrive
Easily share templates with your team in Pipedrive

UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at  salesdocs@pipedrive.com 🙂

___

Hi everyone, 

We've been making some big improvements to the Sales Documents feature, making it easier for you to share your templates with others in your team, and giving you the option to select a central shared storage location where all your documents and templates are stored. 

Right not we're looking for keen beta testers to try out the feature and provide us with feedback. Please leave a comment in this post to be included IF you meet the following requirements:

  • You have Pipedrive Professional or Enterprise plan
  • You have access to Shared Drives in Google (available on GSuite business and enterprise plans), OR have access to Microsoft SharePoint sites (available in all Microsoft 365 business plans)

Looking forward to sharing this with you! 

Jess