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 […]
All posts tagged Pipedrive
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 […]
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 […]
In this video, I show you how to create goals and set up sales targets in Pipedrive. This is great for setting either company sales targets, or individual key performance indicators (KPI’s).
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 […]
In this video, I talk to Danny Nissani who is a Zoho consultant all about how Zoho and Pipedrive compare to one another.
In this video, I talk to Ben Male from Inbound about how Pipedrive and Hubspot compare to one another.
I get asked all the time about what apps and tools I use to be more productive and to run my business. And I’m a big fan of using the right tool for the right […]
Since becoming an independent worker, one of the biggest struggles I’ve run into is getting new leads who are interested in my consulting services. Consultants, freelancers and coaches live and die by the quality of […]
In this video, I take you through some common Pipedrive mistakes and how you can avoid them.