To convert cold leads into customers, what you often need is a long-term strategy for nurturing prospects until they’re ready to buy. I’ve had prospects convert into customers after years of being on my newsletter list and receiving our content. In this video, I share some strategies for nurturing prospects over the…
We need the ability to mass create deals from the lead list. It's impractical to create each deal one at a time, specially for our outbound telemarketers, they need to be able to quickly add all leads assigned to them as a deal, and work through calling them.
A CRM tool that’s used for sales and outreach really needs to allow filters based on whether the contacts (People) linked to an Organization have been contacted recently. Right now, there's no way to check, at the Organization level, if none of the linked People have received an email in the last X days. This makes it…
Our clients often compliment us on the slick sales call booking system we’ve created at MinorCo. This results in more prospects booking calls and more revenue for the business! Here’s a behind-the-scenes look at our system. Powered by Calendly, RightMessage, Zapier, Kit and of course, Pipedrive!
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an idea…
Tired of typing the same emails repeatedly? Pipedrive's email templates are your solution! This quick guide shows you how to create them, and the video below provides a detailed walkthrough. Why templates? Save time, ensure consistency, and personalise effortlessly! Quick Steps: Start a new email (ideally from a deal). Go…
Tested in 2021/2 but did not meet the requirements, but it is one of the key metrics for sales managers in a VUCA-world. So without insight into velocity it is hard to steer, speed up or track progress.
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
Our team would like to be able to put Email Template Variables / Data Fields in Hyperlinks. There is currently no ways to insert a data field into a hyperlink in an email template.
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