Pipedrive for client or project management [VIDEO]
Can you use Pipedrive for project management? This is a question I get all the time. The short answer is – It depends… Yes – If you want to keep your entire process within one […]
All posts in Pipedrive
How to automate deal titles in Pipedrive [VIDEO]
One question I get a lot is, “how can you change the automatic name that Pipedrive assigns to a deal”. While we can’t change this in the settings, we can auto-rename deal title using automation […]
Creating systems to support growth with Josh Krueger [PMP #154]
In this episode of the Paul Minors Podcast, I interviewed a client of mine, Josh Krueger, all about his approach to automation and systemising your business. Josh is the founder and CEO of Dotcom Design, […]
Pipedrive reporting and understanding your sales data [VIDEO]
In this video, I explain the main Pipedrive reports and the considerations you need to make when you set up and use Pipedrive on a daily basis. Key takeaways: 1. Make sure you use and […]
Pipedrive Email, Automation and Newsletters [VIDEO]
In this video I show you all the different email options in Pipedrive: 1. Sending an email directly from a deal page using templates. 2. Sending bulk emails to up to 100 contacts. 3. Using […]
Pipedrive “deal probability” explained [VIDEO]
The deal probability feature is used to help you forecast the actual value of deals in your pipeline based on the probability they will close and where they’re at in the sales funnel.
Using the Pipedrive “deal rotting” feature [VIDEO]
In this video, I explain how to use the “deal rotting” feature in Pipedrive. This is a very useful feature for highlighting deals you may have forgotten about. Learn how to set up rotting and […]
What can you automate with Pipedrive? [VIDEO]
In this video, I’ll show you the kinds of things you can automate in Pipedrive. One of the most common reasons people reach out to me is to get help with automation. But most people […]
Pipedrive vs Zoho [VIDEO]
In this video, I talk to Danny Nissani who is a Zoho consultant all about how Zoho and Pipedrive compare to one another.
Pipedrive vs Hubspot [VIDEO]
In this video, I talk to Ben Male from Inbound about how Pipedrive and Hubspot compare to one another.