Sales processes

Discuss all general topics related to sales. 
Posts don't necessarily need to be related to Pipedrive.

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Sales incentives succeed when they cater to a rep’s individual strengths and weaknesses, a sales team’s collaboration and a deal’s unique characteristics. How do you decide which sales incentive to apply to your business?

Research shows that across the board, the happiest employees are the ones who feel appreciated, valued and heard. In fact, 58% of people say that they would feel more engaged if leaders gave recognition to the job they were doing.

Graceanne Domino, Manager, Sales Development at Rocketrip believes that the key to galvanizing a team is with role-specific incentives.

“I’ve had the most success with a... (More)

Hi All

I'd love to suggest a Checklist feature for Deals.

Similar to cards on Trello or Asana, I believe adding a customisable list of tick-off/strikethrough items to a deal, would allow us as users keep track of various administrative or key tasks that inevitably crop up when managing a deal through the pipeline.

Eg. We use Pipedrive as our Recruitment CRM. As the candidate enters the process, along the way we collect ID, visas (if applicable), gather references, confirm start dates etc. All these are actionable sub-tasks that need to be prepared for and subsequently checked off as the... (More)