How to show or hide Pipedrive data fields per pipeline [VIDEO]
In this video, I show you how to show or hide your Pipedrive data fields based on the deal stage or pipeline that your deal is in. While you technically can’t disable a field […]
All posts in Pipedrive
What is Pipedrive’s role in your business? [VIDEO]
This is a great question to ask when getting started with Pipedrive. What I find most people do is they just dump it on their team with no plan around usage. It’s important to set […]
Which Pipedrive plan should you get? [VIDEO]
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 […]
Pipedrive subscriptions and payment plans [VIDEO]
In this video, I show you how to set up subscriptions and use the payment plans feature within Pipedrive.
Questions to ask before choosing a sales CRM and how Pipedrive compares [VIDEO]
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 […]
Daily habits every Pipedrive user should follow [VIDEO]
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 […]
How I’m using Pipedrive to improve client success [VIDEO]
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 […]
Speeding up Pipedrive with keyboard shortcuts [VIDEO]
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.
Pipedrive, the perfect remote sales stack [VIDEO]
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.
Better contact management and email automation in Pipedrive
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 […]