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KPI & Sales/Revenue dashboards

Hello everyone,

I would like to have your feedback on the best KPI dashboard (sales/revenue dashboard) you have used so far.

Among those which can be integrated to Pipedrive easily we have found Plecto, Dearlucy and Databox.

Can I have your opinion on any of the above if you have used them? Is there any other software which you recommend?

Cheers,

Hoss from Australia

@Brian Craighead @John @Dallas Team @Dean Prosser @Cynthia @Carl Pipedrive @Yassine Berrouj from Dear Lucy 🤩 @Pedro Mendes @Felicity Nolen @Bradley H. Couch @Nathan Danforth 

🗣️ 💬 Campaigns: Q&A | volume 3

Q: The new Campaign module is a great start. Does the module include the capability of creating a sequence of emails, triggered by an event in PD? If we don't have sequences, for now at least it seems to be a fancy way to do Group Messages. Is that the case?

A: We expect to add drip sequences or to be more precise upgraded workflow automation with wait/delay actions and marketing emails at the end of Q3. Group mail and Campaigns serve different purposes: Campaigns has a drag and drop email editor and engagement reports, also group mail is limited to 100 contacts, available only in Pro plan, while Campaigns don't have such limitations. And finally, Campaigns provides an infrastructure that can support mass emails, while group mail uses your email outbox, and often such large sendouts will cause email delivery issues.

Q: Is Campaigns add-on meant only marketing campaigns and automation or will it include making sales email cadences functionality, cold email sequences?

A: Campaigns can be used to send marketing emails to opt-in contacts only, or in other words to those subscribers who have expressed interest and given consent or permission. Campaigns can not be used for bulk cold email campaigns or cold email sales cadences. The reason is simple: Campaigns' shared infrastructure reputation can be damaged by recipients marking your cold emails as spam and we have to make sure that all Campaigns customers follow the best email marketing practices.

➡️ Some of you ar... (More)

Planned: Interactive app panels 🗒 🔗

Why?

To make it possible to interact with apps & integrations directly via app panels.

For whom?

All plans.

What will I be able to do with it?

Perform actions on third-party integrations without leaving Pipedrive.

 

🧠🔔 Learn all about App Panels from our Knowledge base here, and follow What’s Planned? to get notified about upcoming product releases.

Please note: Pipedrive does not communicate exact timelines for delivery and reserves the right to modify and update the features in the What's Planned? topic.

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