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Learn how to use the Custom Reporting features in Pipedrive (requires a Professional subscription). Custom reporting allows you to create your own metrics, attributes and dates to report on via your insights. For example, you […]
( Which Pipedrive plan is the best? Should I upgrade to Professional? What’s the difference between the plans? What do most people do? In this video, I answer these questions so you can pick the […]
Any good salesperson should always try to improve their systems and processes to save time and close more deals. By improving your efficiency, you increase your capacity for how many deals/leads you can manage at […]
Learn how to connect Calendly to Pipedrive using Zapier. In this video, I show you how to use Zapier to create an organization, person, deal and activity in Pipedrive when you receive a booking via […]
Pipedrive’s Workflow Automation feature helps you to automate simple deal updates and follow ups throughout your sales journey. It works on a trigger – action system, similar to other automation tools like Zapier.
One of the main benefits of using a CRM is how it can help you to get better at selling and convert more deals into customers. To do this, you need to understand some key […]
Pipedrive is my main ‘source of truth’. Meaning it’s where I keep all my contacts; not just clients but everyone in my network. When using Pipedrive this way, it’s important to use labels, custom fields […]
In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive.
In this video, I’m going to share some lesser-known or obvious features of Pipedrive that you may have missed:
Understanding what drives conversions in your business is crucial for maximising revenue. Do you know what marketing channels convert better than others? Do you know how different types of lead convert? Do you know […]