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Which Pipedrive plan is the best? Should I upgrade to Professional? What’s the difference between the plans? What do most people do? In my latest YouTube video, I answer these questions so you can pick […]
In this video, I show you how to set up subscriptions and use the payment plans feature within Pipedrive.
If you’re still deciding which sales CRM you’re going to use in your business, here are some questions to consider to make sure you choose the right CRM. In this video, I discuss how to […]
The success of a sales team comes down to building habits that support your sales goals. For example, being really diligent with following up on leads or keeping in touch with clients on an ongoing […]
In this video, I walk through some of the ways I’m using Pipedrive to track and improve client success. I’m really trying to take Pipedrive beyond just being a sales CRM and seeing how I […]
In this video, I share some of the shortcuts you can use in Pipedrive to navigate around and create new contacts, deals and notes much more efficiently.
In this video, I discuss some ways you can use the reports, activities and marketplace apps in Pipedrive to more effectively manage a remote sales team.
I often get asked about how I manage all the contacts in my business and how I market to these people using email newsletters and automation. In short, I use a combination of Pipedrive and […]
In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don’t just have to be physical products, you could also use products for […]
In this video, I explain tips for setting up the Calendar sync in Pipedrive and some little mistakes to avoid.