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Relationship Management
Relationship Management
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International Women’s Day: there’s more than one way to celebrate it

https://pipedrive.hubs.vidyard.com/watch/MehoRLZBfQzCA9jgPrb8YT?ref=community_post

@Maria Lasprilla is from Venezuela, works in Estonia and, as you can see, sometimes chooses to express herself in English. She also happens to be our Group Product Manager for Shared Experiences at Pipedrive.

 

She made this video for her social circle but it struck me as so pertinent, authentic and candid that I asked her if we could share it with the rest of the world. Symbolic as International Women’s Day may be and however people prefer to celebrate it or not, this is a cool reminder that:

  • 👉 It’s not a race
  • 👉 Do what makes sense to you
  • 👉 Taking care of yourself has many meanings and is empowerment too

Imagine a world free of bias, stereotypes and discrimination. #breakthebias

 

❓ Do you usually do something special on this day? What are you doing this year? Let us know in the comments.

How to use Pipedrive to maintain relationship with existing clients who don't have an active lead/deal

Hello - We have just started our license with Pipedrive. We get a lot of our new deals from our regular/existing clients. Lead and Deal modules help us manage a new business enquiry from a new or an existing client. But how do we maintain and manage relationship with  existing clients who don't have an active lead or deal. Some of the activities that we would like to do with such clients are - sending monthly newsletters, greeting for bday, seasons, forward any specific new that we think could be interesting to them, set up call /meetings during industry conferences etc. 

Where does sales end and business development begin?

Business owners, managers and sales and marketing professionals frequently view sales and business development as a single, umbrella-like system.

In many newer businesses and startups, for example, a few key team members may be entirely responsible for:

  • Researching and understanding their company’s target market
  • Finding and connecting with potential buyers
  • Selling their products and services

As your business grows, however, your team is less likely to have the time (and in some cases, the skills) to focus productively and proactively in all of these areas.

So, how do you bring in a business development team to push your revenue activities to the next level?

Read our article to find out about building a business development team.

Kyrylo Taranenko
Product Manager TimelinesAI

Automatic Whatsapp PipeDrive integration is live on PipeDrive Marketplace (try it for free)

Do your sales agents use Whatsapp in their work? Or maybe you have Whatsapp as a channel to communicate with your clients?

Based on feedback from PipeDrive community and a hundred user interviews, we created an automatic Whatsapp integration for PipeDrive. Try it for free here:
https://www.pipedrive.com/en/marketplace/app/timelines-ai-for-pipedrive/1a5fbfed3a04cc3a

Why is it better than alternatives?

First, the Whatsapp PipeDrive integration is fully automatic. Your contacts and messaging get synced into PipeDrive without any manual input from your side. For new contacts, the new Persons and Deals will be created automatically. And yes, you can remove specific contacts from syncing (if you or your agents are using a personal number for work).

Second, it displays messages from Whatsapp inside of a Deal connected to the Person. You can now see all the related communication via email and Whatsapp in one place. If you need to dive deeper or send a reply, the integration inserts a shortlink to a Whatsapp chat with a contact.

Third, you may connect your own number, or multiple numbers of your sales agents. The integration doesn't require Whatsapp Business API, works with multiple regular and business numbers. The setup only takes scanning a QR code and connecting PipeDrive in one click.

We offer a free 10-day trial. Considering it only takes 5 minutes to connect Whatsapp to PipeDrive, you may get a full picture of the integration within this time. Let me know if you have any questions? I will be glad to learn what you think!

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