When working in an organization, you can see all the people that are related to that organization and without clicking on the specific person (just pointing your mouse there) you automatically get a new small tab that shows the person's email and phone number. My suggestion here is to also show the person's title, so I don't need to go in manually on that person to know which position he or she holds in a company.
Sales Processes- Ask questions and share knowledge about Sales Processes in your industry, in your country, at work.
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❓ Are you more of a ‘method to the madness’ or ‘a place for everything and everything in its place’ type of planner❓
A clear, repeatable sales process enables you to understand exactly what you need to do to succeed. It also helps you to plan out a well-defined sales cycle that can generate more revenue with less effort.
Your sales process is a map that tells you exactly which activities you need to be doing, and when you need to do them.
57 followers71 questions846 posts
- Ask questions and share knowledge about Sales Processes in your industry, in your country, at work.
- Click Follow to always stay posted ↗️
❓ Are you more of a ‘method to the madness’ or ‘a place for everything and everything in its place’ type of planner❓
A clear, repeatable sales process enables you to understand exactly what you need to do to succeed. It also helps you to plan out a well-defined sales cycle that can generate more revenue with less effort.
Your sales process is a map that tells you exactly which activities you need to be doing, and when you need to do them.
57 followers
71 questions
846 posts
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Pipedrive DACH: Deutschland, Österreich, Schweiz / GermanSales ProcessesStatistics & ReportsBest PracticesSales StrategyLearning
Wenn Sie im Vertriebsmanagement weitreichende Entscheidungen treffen, sollten die nicht nur auf Ihrem Bauchgefühl basieren, sondern datenbasiert getroffen werden. Doch welche Messwerte aus der großen Masse an Vertriebskennzahlen sind für Ihr Unternehmen relevant?
In diesem Guide erfahren Sie, welche Vertriebskennzahlen es gibt, wie sie berechnet werden und welche Key Performance Indicators (KPIs) für Ihr Unternehmen die aussagekräftigsten Daten liefern können.
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Feedback & SuggestionsSales ProcessesWorkflow AutomationPipeline ViewSeeking AdviceCustomer SuccessSales StrategyMarketplace 
Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive.
I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane?
I talked with Pipedrive customer service and they confirmed that the deal expiring cannot trigger any automation to move the deal. Has anyone else the same issue?
Thanks!
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Pipedrive DACH: Deutschland, Österreich, Schweiz / GermanBlogSales ProcessesBest PracticesSales StrategyLearning
Jemandem zusätzliche Produkte oder Dienstleistungen zu verkaufen, der bereits zum Kundenstamm gehört, gelingt Studien zufolge mit einer Wahrscheinlichkeit von 60 bis 70 %. Die Vertriebsstrategien Cross Selling und Upselling machen sich dieses Wissen zunutze und kurbeln den Umsatz durch ergänzende Verkäufe an.
In diesem Artikel erfahren Sie, worin der Unterschied zwischen Cross Selling und Upselling liegt und wo die Methoden im B2B sowie B2C bevorzugt Anwendung finden.
