Excellent stuff mate. Better than the PD vids in many ways - more 'the thinking around effective application' than technical 'here is what it has'. Much appreciate; will check other vids on your channel. Cheers!
I was wondering how you would use the 'Pipeline' for an office that has hundreds of patients, that are all ongoing cases, to ensure it doesn't get messy. We are a clinic where you can never necessarily 'win' a case, as we want them to stay in our system and keep booking appointments in the future.
In that case, you may not want to create a deal for all of your patients. Just create contacts and you can track your activity with them on the contact, not a deal.
Great video but here's one issue. You've just set 'Won' on a deal, and now you want them to enter a second pipeline (perhaps to manage renewals like 25:00) if you've set the deal to Won it's now hidden. How would you have it start a second pipeline, AND capture the won/lost data?
This is a common mistake - I don't advise moving a deal from one pipeline to another after it's been won. It would be best to create a new deal for the renewal (as this will be additional revenue for the business) which you could do via an automation.
Hey Paul. I'm setting up a pipeline for our regular clients who buy from us every month. I work at a media buying company, and our clients usually reactivate their campaigns monthly. Right now, I've got just two steps: "Request for Reactivation" and "Campaign Running." Does that sound good to you, or do you think we need more steps?
It sounds like there could be a few more steps. What do you need to do after they request reactivation in order to get the campaign running? I'm sure there are some steps in between?
Great information in an easy to follow format. Thanks Paul! What's the best way to track a deal through payment received from a customer and then payment made to an entity, such as a contractor or vendor?
In my case, I mark the deal as won on the date that they pay (i.e. this is the criteria for winning the deal). I also have a 'cost' custom field for tracking expenses related to the deal like contractors.
Hey, your video is good, And can easily be seen by everyone, but you need to use the right tags to reach everyone because your video tag is not perfect, A perfect tag increases your video view & subscribers. thanks
What do you suggest as a trigger for adding a new deal to the renewal pipeline. We're in need of a renewal pipeline but we're unsure how to set up an automation trigger that would create a new deal in the renewal pipeline.
Most of our clients create the renewal deal when the initial deal is marked as won. Your trigger would be 'Deal Updated' and you would use conditions to only run when the: Status » has changed to » won
Great walkthrough. Btw: Is there a way to copy/move a client/customer/person to another Pipeline after he/she has won/lost? For instance: Lost - pipeline for nurturing the client (maybe not a good idea, but then the pipeline could be asked want to have newsletter / nurture e-mails) Won: Pipeline for production - where is their product now, or pipeline for reoccurring orders...
This actually isn't a smart move as moving deals will mess up your reporting. After winning a deal, it's best to create a project on the projects board (this requires the Projects add-on). For lost deals, I recommend leaving them where they are and setting activities or triggering an automation to manage the long-term nurture.
@@minor-co thanks for the reply. I probably mis-wrote. I meant not move, but copy or create a new "something" (lack of better word). Thanks for putting this videos on. They are filled with great information that some novice on pipedrive and sales and marketing like me learn a lot from.
@MinorCo - Paul is better than the official Pipeline Videos. Thank you!
Haha, thanks for the kind feedback!
Excellent stuff mate. Better than the PD vids in many ways - more 'the thinking around effective application' than technical 'here is what it has'. Much appreciate; will check other vids on your channel. Cheers!
Thanks, I'm glad the videos were useful 😀
Hi, how to avail the Master Pipedrive support program, the link is broken
Here you go: minorco.com/consulting/pipedrive-consulting/
Another superb video Paul. I appreciate that you take time to explain "why" as well as "how".
Thanks, I appreciate the kind words 😀
your video are all so helpful, thanks
Thank you for the kind feedback 😀
I was wondering how you would use the 'Pipeline' for an office that has hundreds of patients, that are all ongoing cases, to ensure it doesn't get messy. We are a clinic where you can never necessarily 'win' a case, as we want them to stay in our system and keep booking appointments in the future.
WON - is just a termination point. Probably better custom fit medical CRM’s that would integrate w/ back-office, accounting and insurance claims.
In that case, you may not want to create a deal for all of your patients. Just create contacts and you can track your activity with them on the contact, not a deal.
Great video but here's one issue. You've just set 'Won' on a deal, and now you want them to enter a second pipeline (perhaps to manage renewals like 25:00) if you've set the deal to Won it's now hidden. How would you have it start a second pipeline, AND capture the won/lost data?
This is a common mistake - I don't advise moving a deal from one pipeline to another after it's been won. It would be best to create a new deal for the renewal (as this will be additional revenue for the business) which you could do via an automation.
Hey Paul. I'm setting up a pipeline for our regular clients who buy from us every month. I work at a media buying company, and our clients usually reactivate their campaigns monthly. Right now, I've got just two steps: "Request for Reactivation" and "Campaign Running." Does that sound good to you, or do you think we need more steps?
It sounds like there could be a few more steps. What do you need to do after they request reactivation in order to get the campaign running? I'm sure there are some steps in between?
Great information in an easy to follow format. Thanks Paul!
What's the best way to track a deal through payment received from a customer and then payment made to an entity, such as a contractor or vendor?
In my case, I mark the deal as won on the date that they pay (i.e. this is the criteria for winning the deal). I also have a 'cost' custom field for tracking expenses related to the deal like contractors.
I'm so glad I found your videos. Learning how to use and set up Pipedrive for my SaaS company is becoming a breeze! Thank you!
Awesome, glad I could help!
those are some impressive leads you are working there....
😀
Hey, your video is good, And can easily be seen by everyone, but you need to use the right tags to reach everyone because your video tag is not perfect, A perfect tag increases your video view & subscribers. thanks
Thanks for the tip!
What do you suggest as a trigger for adding a new deal to the renewal pipeline. We're in need of a renewal pipeline but we're unsure how to set up an automation trigger that would create a new deal in the renewal pipeline.
Most of our clients create the renewal deal when the initial deal is marked as won. Your trigger would be 'Deal Updated' and you would use conditions to only run when the: Status » has changed to » won
Is there anyone know how to hide customer contact between different sales
I'm not sure I understand?
On a lead spreadsheet before you upload it can I assign the sales representative so it shows as their leads?
Yes, if you include a column called 'Lead Owner' you can assign the leads to people on your team during the upload.
Great walkthrough. Btw: Is there a way to copy/move a client/customer/person to another Pipeline after he/she has won/lost?
For instance: Lost - pipeline for nurturing the client (maybe not a good idea, but then the pipeline could be asked want to have newsletter / nurture e-mails)
Won: Pipeline for production - where is their product now, or pipeline for reoccurring orders...
This actually isn't a smart move as moving deals will mess up your reporting. After winning a deal, it's best to create a project on the projects board (this requires the Projects add-on). For lost deals, I recommend leaving them where they are and setting activities or triggering an automation to manage the long-term nurture.
@@minor-co thanks for the reply. I probably mis-wrote. I meant not move, but copy or create a new "something" (lack of better word).
Thanks for putting this videos on. They are filled with great information that some novice on pipedrive and sales and marketing like me learn a lot from.