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Zoom Meetings
Zoom Meetings

Schedule, start and manage Zoom meetings from Pipedrive to stay focused on selling.

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Ian Yun
Sales & Account Manager

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ฐ€์ด๋“œ: Zoom ์—ฐ๋™ํ•˜๊ธฐ

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ๋Š” Zoom / Google Meet๊ณผ ๊ฐ™์€ ์˜์ƒ ๋ฏธํŒ… ์†”๋ฃจ์…˜์„ ์—ฐ๋™ํ•ด์„œ ์‚ฌ์šฉํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
์˜์ƒ ๋ฏธํŒ… ์†”๋ฃจ์…˜ ์—ฐ๋™์„ ํ†ตํ•ด ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์—์„œ ์‰ฝ๊ฒŒ ์˜์ƒ๋ฏธํŒ…์„ ์˜ˆ์•ฝํ•˜๊ณ  ์ธ๋ฐ”์ดํŠธ๋ฅผ ๋ณด๋‚ด ๊ณ ๊ฐ๊ณผ ๋ฏธํŒ…์„ ์ง„ํ–‰ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ฐธ๊ณ ์‚ฌํ•ญ:

  • ์บ˜๋ฆฐ๋” ์—ฐ๋™๊ณผ ๊ฐ™์ด ์‚ฌ์šฉํ•  ๊ฒฝ์šฐ ๋” ๊ฐ•๋ ฅํ•˜๊ฒŒ ์‚ฌ์šฉํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
  • Google Meet / MS Teams ๋„ ๋™์ผํ•œ ๋ฐฉ๋ฒ•์œผ๋กœ ์—ฐ๋™ํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์—ฐ๋™ ๋ฐฉ๋ฒ•

  • ํ™œ๋™ ์ƒ์„ฑ ํŒ์—…์—์„œ '์˜์ƒ ํ†ตํ™”' ๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  • ์„ค์น˜ํ•  ์˜์ƒ ํ†ตํ™” ์†”๋ฃจ์…˜์„ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
    (๋ณธ ์˜ˆ์‹œ์—์„œ๋Š” Zoom์„ ์˜ˆ์‹œ๋กœ ์ง„ํ–‰ํ•ฉ๋‹ˆ๋‹ค)
  • 'Install now' ๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  • Zoom ๊ณ„์ • ์ •๋ณด ์ž…๋ ฅ ํ›„ ๊ถŒํ•œ์„ ํ—ˆ์šฉํ•˜๋ฉด ์—ฐ๋™์ด ์™„๋ฃŒ๋ฉ๋‹ˆ๋‹ค.

์ด๋ ‡๊ฒŒ ์—ฐ๋™๋œ ์˜์ƒ ํ†ตํ™” ์†”๋ฃจ์…˜๊ณผ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ Invite ๊ธฐ๋Šฅ์„ ์ด์šฉํ•ด, ๊ณ ๊ฐ๊ณผ์˜ ์˜์ƒ ๋ฏธํŒ…์„ ๋น ๋ฅด๊ฒŒ ํ™•์ •ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

  • ์˜์ƒ ๋ฏธํŒ… ์Šค์ผ€์ค„๋ง ํ›„ '๊ฒŒ์ŠคํŠธ' ๋ฅผ ํด๋ฆญํ•ฉ๋‹ˆ๋‹ค.
  • ์ธ๋ฐ”์ดํŠธ๋ฅผ ๋ณด๋‚ผ ์ด๋ฉ”์ผ์„ ์ž…๋ ฅํ•˜์—ฌ Zoom ๋งํฌ๊ฐ€ ๋‹ด๊ธด ์ธ๋ฐ”์ดํŠธ๋ฅผ ๋ฐœ์†กํ•ฉ๋‹ˆ๋‹ค.
    (์ถ”์ฒœ ๊ณ ๊ฐ์œผ๋กœ ๊ฑฐ๋ž˜์˜ ๋ฉ”์ธ '๊ณ ๊ฐ'์ด ์ถ”์ฒœ๋˜๋ฉฐ, ๊ณ ๊ฐ ์ด์™ธ์˜ ๋‹ค๋ฅธ ์ด๋ฉ”์ผ ์ž…๋ ฅ๋„ ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค)

์ฐธ๊ณ :

์ด์™ธ์—๋„ ๊ถ๊ธˆํ•˜์‹  ์ ์€ ์–ธ์ œ๋“  ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ธ€์„ ๋‚จ๊ฒจ ์ฃผ์„ธ์š”!
ํ•ด์‹œ์Šค๋ƒ…์€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์›ํ™œํ•œ ์ด์šฉ์„ ์œ„ํ•ด ์ตœ์„ ์„ ๋‹คํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค :)

Attach Zoom Meeting Cloud Link To Deal

FEATURE REQUEST

Our sales process heavily relies on Zoom Meetings, Pipedrive's Zoom meeting integration is great, but would be brilliant if it imported the Zoom Cloud Based URL for the meeting once it was completed.

We have multiple advisors connect with our clients at various stage through the sales buying cycle, having all prior zoom links saved into the deal, would allow each advisor to watch the previous zoom video to get context before jumping into the next meeting.

Would this be possible?

The Zoom admin interface allows for either Local recordings, or Cloud based, our entire sales team uses Cloud based, so the URL's are generated, it would just be a matter of importing the urls into the deal as a note or some other element for future reference.

Cheers

Nick

Sales Meeting Ideas: Topics & Agendas to Motivate your Team

Sales meetings are essential for any sales operation. But too often they are seen more as a necessary evil than an opportunity to improve. Be sure to make the most of your meetings by effectively planning each meeting and motivating your sales teams. Your reps will be excited and ready to contribute to your sales meetings as a result.

Check out our definitive guide to sales meetings here, and youโ€™ll learn exactly how to plan and prepare meetings that drive strategic results. Weโ€™ll show you how to:

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  • Motivate your team
  • Yield productive insights
  • Generate new ideas
  • Get your reps to contribute to your sales process
  • Improve your sales forecasting

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๐Ÿ”” Be sure toย  followย the Learning topic and never miss out on new insights ๐Ÿ””

Efir Media
International Branding, Web Design & UX/UI Agency

Feature request: Calendly integration into 'Propose times'

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I find it easier to send clients the Calendly link to book a call.

It would be great if I could open this pop up, click on 'Send Calendly Meeting Link' and it then automatically posts it into the Email box (saves me copy and pasting it each time)

Making a template dedicated to this is a workaround, but this solution makes more sense to me!