Returning customer? Login
Custom fields in Pipedrive allow you to store important information related to the deals (sales opportunities) you’re working on, the people and organisations that you’re selling to. In this video, I share how to […]
One of the most important contributing factors to a successful client engagement is how you manage expectations. When you’re just getting started in the consulting or freelancing world, it’s tempting to tell the client what […]
Since 2015, the bulk of my company’s revenue has come from consulting services and fees earned as a software partner. One of the great things about being a software partner is that you can earn […]
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 […]
Like a lot of business owners, I’m concerned about the ongoing inflation that we’re experiencing and how it’s going to impact the economy. If I had to guess I feel there’s a high likelihood that […]
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 […]
We are spoilt for choice when it comes to online experts and brands that share content. It’s now easier than ever to start a blog, record and host a podcast or create videos for YouTube. […]
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 […]
I often get asked about how I find clients. My philosophy is simple: Go to where your ideal clients are and be helpful Following this philosophy means I never have to do any cold outreach […]
If you’re not careful when creating new contacts or importing data to Pipedrive, you can end up with duplicate people and(or) organisations in your account.