Ever wonder if your top sales closers are wasting time on unqualified leads? It may sound counterintuitive, but adding Sales Development Representatives (SDRs) to your process could be the secret to boosting your entire pipeline. In this video, we reveal … Read More
Sales
Pipedrive leads vs. deals [VIDEO]
New Pipedrive users are often confused about when to use leads vs. deals. In this video, I explain the purpose of each and how to use the leads inbox to qualify your leads before you convert them into deals. Need … Read More
How we set up our Pipedrive account [VIDEO]
If you’re not sure if you’ve set up your Pipedrive account in the best way, then take a look at how the professionals do it! In this video, watch a behind the scenes look at how we use Pipedrive … Read More … Read More
Tags: Consulting, How To, Productivity Tools, Sales, Team Work, Video, Zapier
How to manage a sales team in Pipedrive [VIDEO]
I recently started getting my team to do sales for the first time; it can be nerve-wracking to let go of control and hand this responsibility to others. Fortunately, Pipedrive makes it easy to keep track of and support … Read More … Read More
Tags: How To, Management, Sales, Video
Why you need a CRM like Pipedrive [VIDEO]
Not sure if you need a CRM? If you’re currently using your email or a spreadsheet to track your sales leads, this video outlines the benefits of using a CRM like Pipedrive (affiliate link) to track your sales opportunities. … Read More
Tags: Consulting, Efficiency, Freelancing, Sales, Video
10 Time-Saving Pipedrive Automations [Video]
Master Pipedrive program! I’m going to show you some real automations from my Pipedrive account that I use to save time during my sales process. My goal is for this video to give you an idea of what’s possible with … Read More … Read More
Tags: Automation, Sales, Time, Video
How to create sales goals in Pipedrive [VIDEO]
Pipedrive Automatic Assignment Rules [VIDEO]
Learn how to set up automatic assignment rules to route leads or deals to users or teams in your Pipedrive account based on certain criteria. This is great for assigning deals to a sales rep based on the region … Read More … Read More
Tags: Automation, Sales, Video
Pipedrive Pricing Explained (June 2023) [VIDEO]
The nice thing about Pipedrive’s pricing is that you can choose which plan to go on based on the features you need. This means you don’t overpay for features you don’t use (like you have to with other CRM’s). … Read More