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- เผยแพร่เมื่อ 15 ก.ค. 2024
- Check out the updated version of this video, available here: • Ultimate Guide Gettin...
Sign up to Pipedrive using my partner link and get an extended trial: paulm.in/2pb0RAY Existing users can contact me to get a promo code: paulm.in/2D93Wbs
Pipedrive is one of the most popular sales CRM's on the market. It's simple, easy to use and pretty affordable as well. I've been using it since 2015 and now help companies all around the world to optimise Pipedrive for their business. In this ultimate getting-started guide, I’ll walk you through Pipedrive and its key features so you can get up and running on the platform as soon as possible.
Covered in this video:
0:00 - Video intro
0:23 - Need 1:1 help with Pipedrive?
1:02 - What is Pipedrive and how is it different?
2:59 - How information is organised in Pipedrive
8:26 - Adding leads to Pipedrive
9:24 - Different pipedrive views
10:21 - Setting up your deals and custom fields
13:35 - Adding notes, activities and sending emails from Pipedrive
17:18 - Managing follow up in Pipedrive
20:21 - Tracking deal value and products
21:11 - Marking deals as won/lost
22:21 - Workflow automation
23:45 - Sales reporting and insights
27:55 - Creating sales goals
28:40 - Outro
Want to become a Pipedrive Master? Sign up to my Pipedrive Asana course + group coaching program and take Pipedrive to the next level: paulm.in/2FksCBy
Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better: paulm.in/31vIzve
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Check out the updated version of this video, available here: th-cam.com/video/K0sUCkFUr-U/w-d-xo.html
This is excellent! So clear, concise and brilliantly put together. Bravo and thanks you!
Thanks Zoltan, appreciate the support!
Very well explained and articulated ,thanks, Paul!
You're welcome, thanks for the great feedback Pascu!
Hi Paul, Your videos are very helpful! Thanks for covering important tools and its best practices!
Thanks, glad I could help!
Thank you. This is a wonderful tutorial. I'm new to CRMs and i'm loving the explanation/tutorial to it. God bless.
Happy to help 😀
Hi Paul,
Thanks for a great video!! As a business we are currently using Dynamics but really cant get on with it as a day to day CRM. Pipeline looks extremely simple and easy to use
Glad I could help. If you sign up to Pipedrive, here's my partner link that gets you an extended trial: paulm.in/2pb0RAY
Really Impressed with your Pipedrive. I am going to start new Data Analyst soon, your video was much needed.
Thanks, glad I could help!
Thank you for sharing Paul
Thanks!
great video, so much better than videos from the pipedrive courses! learned more in 30 minutes than in 3x1h courses from pipedrive
Thanks, glad I could help Adrian 😀
Great video Paul. Just getting started and this was a great watch. Thanks
Thanks!
Thanks for the video, really helped us organize!
Thanks Mustafa!
Great Video Paul... Excellent explanation !!!!
Thanks, glad I could help!
Very well explained. Thank you!
Thanks, glad I could help!
Thanks Paul. Very useful.
Thanks Christian!
Thx Paul. very useful
You're welcome Marcos!
Loving the sample names! Hahaha. Lois Lane, Bad Wolf, John Connor, McLane at Nakatomi, etc. Fantastic! Great vid as well
Thanks! That's all just sample data I got from Pipedrive actually.
Hey there, love the video...excited about this and I clicked your link for the extended trial and got a 404 page
Can you please try again? It seems to be working for me now.
Thank you.
You're welcome 😀
Thanks
You're welcome 😀
Good video. I used Pipedrive many years ago, it's really improved! You've done a great job explaining and showing the features. Do you have a video or an ebook how to integrate with Active Campaign? (We use for marketing email automation.)
Hi Sue, in my Master Pipedrive program I go into a lot more details about all this including how to integrate with email marketing tools. The example I use in the course is Mailchimp but the process for Active Campaign would be the same. paulminors.com/consulting/pipedrive-consulting/
I'm finding that so many "beginner" videos jump to deals discussion when I need deep focus on contacts and setting these up correctly.
Deals are a major part of Pipedrive which is why I've focussed on it here. I do have more information in my online course about how to set up your account and contacts from scratch: paulminors.com/consulting/pipedrive-consulting/
Hi Paul, great video! I've just taken on a marketing role and your videos have really helped.
I was wondering if there was a way to break up products within the one deal? For example, if I have a deal for company X, but am selling them 3 products over time not in 1 go, is there a way to do this that isnt creating 3 seperate deals for each product? ie, product 1 today, product 2 in 12 months time.
As I understand if I have the 3 products under the one deal and the first deal closes, all close and my reporting will show I have sold 3 products which is incorrect.
I hope that makes sense!
So yes you could have them all under the one deal. Then, in the 'Revenue' section you can set up a payment schedule to show when they're actually going to be paid for. i.e. the 'Deal Won' report is when you won the value of the deal, then you can create a 'Payments Due' report to show cash flow.
Спасибо!
Thank you 🙏
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Another question: Do you prefer the cleanliness of follow up in existing email chains? Or sending new, separate emails to follow up (which allows templates inside PD)? This is a decision path I struggle with. For a teams, do you find that capturing more/all email with sync/Pipedrive bcc is better, or only logging the essential info?
I actually do a bit of both. I often reply in the same thread as it just makes sense to do this. If I'm getting no response, I'll start a new thread with a new subject.
I love your clear and easy explanation of Pipedrive. I would like to learn about reporting in Activities, list, selecting a period, apply. Is that something I can get help with please?
Of course, if you can book an intro call with me here, we can discuss support options: paulminors.com/consulting/pipedrive-consulting/
Hi Paul, I've just come across your video tutorials and they look exactly what I need! I have just joined the free trial. I tried to access the links you've added in the description above but none appear to work?
I just checked and they worked for me. Can you please try again and let me know if you're still having issues.
Hello Paul- assuming you have custom “activities”, what specifically have you set up for? Do you use reports on types of activities? How granular to get in logging “call, intro call, attempted call/voicemail”...?
Yes, I have activity types for different types of call e.g. intro call, follow up call, proposal presentation etc. precisely so I can report on what I've done at the end of the month.
Great video Paul, thanks so much. I feel rather less fearful now to set up a new system for a client - I tried to select the promo code above for your program, but it's not working
Grea to hear Julie. Which promo code are you referring to? Could you please contact me here so I can help: paulminors.com/contact/
nice video, do you get the reminder for activity through email or need to open pipedrive then get the reminder..?
You can get a daily email if you like, I personally just go to the 'Activities' tab each day and work through my list of tasks.
Hey paul, I get in contact with a lot of clients, currently my outreach generates about 30 leads a week (ranging cold to hot). Most leads reach back out after 3-4th contact. Is pipelines automated system good for sending scripted emails for my cold leads while letting me be more personalized for my warm-hot leads? Do you think purchasing pipelines lowest software be a good fit or an overkill for something this simple
Hi Noah, right now, Pipedrive can't handle automated cold outreach emails. You would need to integrate with a 3rd party email tool. However, they are in the process of bringing this feature natively to Pipedrive. For your warm, qualified leads... absolutely. Pipedrive is a great tool for keeping in touch with more personal follow ups.
I'm loving this. Question? I have 4 different types of products I sell, to 4 different kinds of people, with different prices and different sales cycles. As in, each sales cycle is different, not just a different product. Should I build a pipeline for EACH of those four and then put contacts into the one that matches what they are most likely to do? And what if one of them in a pipeline decides to buy from me again, different product but same pipeline process? Is that too hard for Pipedrive?
If the sales process for each product is different, then yes, I would recommend different pipelines for sure.
Thanks for the great content on P. I Question, for a real estate sales agent how would you setup a couple that buys and sells a home (I don't really want to do an organization) but to do on a contacts basis, does P allow multiple contact ownership of a deal (for reporting) and also to track referrals that each couple send me. Thanks in advance!
I'd link the primary contact (the main person you're dealing with) as the Person connected to the deal. You can set up a custom field for '2nd Contact' on the deal to link the partner/spouse.
For tracking referrals, this could be a custom field which links to a contact in Pipedrive.
@@minor-co Umm Ok, but adding a 2nd contact wouldn't create any issues with reporting. Maybe I do need to setup each couple as an Organization - as I would like to know the lifetime deal value and lifetime referral. Do you think thats better - which way would you do it for optimal future tracking? Thank you for the quick response
Hey Paul! You mention that Pipedrive has the calling capability. Does this give you a new dedicated number, and does this also track texting? Thank you!
No, you have to verify your existing number and I'm afraid it doesn't support SMS. But Justcall is a good 3rd party option to look at if you'd prefer to buy a new number and it also supports SMS.
Hey Paul, thank you for the great content! Just wanted to let you know that none of the link in your description are working...
Thanks Raphael! Weird, I just checked and they're all working for me now. Might have just been a temporary issue.
Hi Paul, thanks for this awesome video. I'd prefer for subsequent videos to be more explanatory and not as fast as this. In this video, you already input values before the video, was a bit confusing.
Thanks for the constructive feedback Afoma.
Hey Paul, nice video ! I have a few questions. How could I connect Phantombuster to Pipedrive, so all the contacts I gathered on Phantombuster could have been passed to one single column on my pipeline ? There are two options: firstly, I could use one Phantom created for that, but the disadvantage relies on the fact that this Phantom passes all the contacts to Pipedrive contacts, without sorting out them. I created one column on my pipeline for receiving all contacts called "LinkedIn Contacts", I wouldn't like Phantombuster to send them to "Contacts" section. Secondly, the integration of Zappier with Phantombuster and Pipedrive. Is there any Pipedrive automation process that would do that for me ? Thanks in advance and keep me posted! :D
Sorry William, I'm not familiar with Phantombustoner but if it were me, I'd look into Zapier first as this often gives you more control over creating your contacts and deals in Pipedrive.
Thanks very much for this clear and concise video.
I wonder if you (or any commenter) could help with some advise. I am researching small business CRM's, and am thinking of investing in a lettings/house rentals business. There are a couple of functions I have not seen in any Pipedrive Demo, and am wondering if you, or any other commenter could advise.
1. Can you establish and manage (link to deals) any level of Assets? i.e. We would like to list our Assets (i.e. available properties to rent) and have the ability to link to a deal, and manage the (asset) status as part of our administration and as a sales driver.
2. Is there any service ticketing or workflow function that could help us track some other customer service issues and business process not directly tied to an open deal (i.e. call outs)
If these are not native, would Pipedrive (potentially?) support a third-party app that could help bring these together?
Any helpful advise, links, etc. appreciated
Thanks!
Hi Daniel,
1. I guess one way you could do this is with custom fields. You could use a dropdown menu to specify the assets someone has and other fields for the asset values.
2. You can create activities and track notes, emails etc on a contact even if you don't have a deal open for them. So if you need to follow up with a client, you can do everything on the contact level.
Hope this helps!
Dear Sr.
I have a question.
In all source to create leads. Subject "workflow automation"
What does it mean? and how way used it to leads?
thank you.
Sorry, I don't understand your question. Can you please elaborate?
One issue I have with the "no activity yellow icon" is quite often I'll send an email that needs to give the client some time to respond, but my pipedrive gets filled with yellow icons which due to the volume of deals has me trawling through them without any way to separate between deals I've genuinely forgotten to set an activity for, and deals I'd like to wait on for a few days before setting a follow up reminder. Is there any way around this? I was perhaps thinking of just being able to set an option to "remove" the yellow icon for a few days.
The way I manage it is even if I'm waiting for the client to respond, I set an activity to follow up if I don't hear anything e.g. I'll set this 1 week away. That way, no leads fall through the cracks.
Hi Paul - is it worth investing in pipeline if I use Asana? I'm currently using Asana to manage prospects through to customer
Possibly... Pipedrive is more suitable for tracking sales opportunities through a sales funnel. Whereas Asana is great for project management and can be customised to be used as a CRM, Pipedrive comes with useful features specific to selling e.g. reporting, email templates, calling integration etc.
Great video! Your promo code for existing members isn't working. Is there another we can use?
Hi Jonathan, can you please try this one: paulm.in/2pb0RAY
Do you have clients that are using this in the real estate investing realm? I am trying to determine if this will end up feeling like a retrofit or if it will simplify and systemize my follow up. I am not using any particular app/crm at present.
Thanks for your insight.
Yes, I've worked with a number of real estate companies.
Hi Paul. How far can you go with this? Could I integrate it with marketing systems or Netsuite?
Pretty far. Using Zapier you can connect Pipedrive to other tools like Active Campaign, Netsuite, Calendly, Google apps etc.
Hi Paul, my company uses Pipedrive, but we are looking to integrate it as a project manager tool. We install cabinets and would like to have the install process, updates, pictures, job process reports, etc. on Pipedrive. Would Pipedrive be able to be customized to support this idea, or would it be best to integrate with a different app that can be connected to Pipedrive? Thanks!
Pipedrive recently came out with a new 'Projects' addon which would be perfect for tracking your install jobs and details. 👍
Paul, it appears that Pipedrive does not offer sms texting feature. Is there a system which will connect through Zapier to add this feature? I would like to create a workflow such that when a lead comes in with a scheduled phone meeting, say, 1 week from now, a series of 3 email and 3 text reminders should start, with the last text reminder to go 10 minutes before the appointment.
Yes, you could use Toky or JustCall to automate SMS messages via Zapier.
Nice video! What do you use to send marketing emails (and do you love the integration?)
He uses Convertkit, and connects it to Pipedrive with Zapier.
@@XxStupendousManxX thank you
Thanks Paul, you beat me to it! He's right 😀
Hi Paul! You may want to check your links in the description. They did not work for me.
I just checked and they all work for me. Which one are you struggling with?
Hi, I like to create a Quote based on the data in Pipedrive. Is that possible or do I need to add some extra application to it?
You could create a 'Quote' template using the Smart Docs feature in Pipedrive where this populates from the Products that you've attached to a deal.
thanks, Paul, the extended trail link doesn't work. Do you mind checking it ?
If you try this link, does that work: paulm.in/2pb0RAY. Please note, if you already have an active trial, you'll need to input the code AF-paulminors on the billing page to extend the trial.
Thank you very much Paul!, great guide.
The link for extended trial doesn't work :( would you send me a valid link?
Thanks!!
Weird, it's working for me. Can you please try this: paulm.in/2pb0RAY
Can I use pipedrive to service my clients with my marketing services. Using separate email addresses and phone numbers while in my own account?
I don't fully understand your question. Not sure if this helps but you can only have one email linked with your Pipedrive account.
What if my leads are organizations? There is no specific deal immediately identified but I want to be able to track the progress of each organization, i.e. relationship development and product qualification.
Using the lead inbox, you can link your lead to an organisation and convert it into a deal once you've qualified the lead.
Do you help people with hubspot to pipedrive integration using code, such as node.js?
That's not really in my wheelhouse.
Up until recently, I was actually quite happy with Pipedrive. The product worked well for my needs. But, I have not faith in the company to continue to provide a product that is worth the monetary investment required to keep using the system. Last December, I invested in a one year subscription to the product. In the middle of that one year commitment, Pipedrive pulled a bait and switch telling me that several of the features that I had come to rely on as part of my business were no longer included and that I would need to pay up MORE THAN DOUBLE my initial investment to continue using these features. My access to these features was discontinued immediately, without notice, even though I had paid for a full year in advance. When I pointed this out to customer service, I received no reasonable explanation why nor any compromise or suggestions on how we would work out the situation. Basically, they just side stepped the question for days telling me to “be patient” they were “working on it” I am sorry, but when you are an entrepreneur working with clients, every day counts and not having access to key features of a software that has become a vital part of your workflow brings progress to a grinding halt. At this point, even if they could make this right, I do not wish to do business with a company that has so little concern for the well being of the businesses that they work with that they will not honor the commitments they entered into. Sure, they can change rates when they want, but they need to honor the purchases that are already in place and can reshuffle benefits when customers are making the choice to repurchase for another month or year, not IN THE MIDDLE or a purchase that has already been paid for. That is completely unethical, misleading, and immoral. They took my money and then refused to continue to provide the service I purchased. BUYER BEWARE - DO NOT DO BUSINESS WITH THIS COMPANY
Sorry to hear about your experience Shelley. Pipedrive has reshuffled some features to different plans in the last 12 months and this is the first time that's happened in the 8 years I've been using it so I assure you it's not a regular practice. I agree though it's shame support couldn't help more.
On the subject of Pipedrive automation, when the action is created for a salesman to follow up, it'd be useful to have the company name automatically added in the Organization field at the bottom of that activity but it's not happening this is what we need to happen is it possible and how do we do it can you help me on that???
It sounds like you may have missed a step. In your automation, in the step where you set up the activity, you need to enable the 'Linked Organisation' field and then you can make this happen.
Hello Paul. Amazing video tutorial mate!! I tried the extended trial link but its not working. Can you reshare it please?
It should be working, can you try again: paulm.in/2pb0RAY
@@minor-co thanks a lot mate. It works fine now.
Great video. Very useful.
Can you (or anyone) please confirm a good marketing automation / Martech platform which integrates with Pipedrive?
Pipedrive recently came out with its new Campaigns feature which is in beta. You can use this to send newsletter style emails (but it doesn't support email sequences yet)
@@minor-co Thank you Paul. I read last night it can easily be integrated with Outfunnell, which also offers marketing automation. Do you know if this is true?
Is this accessible for voice over on the macOS?
Sorry, I'm not sure what you mean exactly? Pipedrive is a web app.
Does anyone know how to convert out of military time on the calendar?
Do you mean a 24-hour clock? Mine is showing as am/pm. I thought this was the default.
Hi Paul,
Does this app calculate profitability?
Yes, you can do this using a series of custom fields. Create fields for Cost (monetary field) and Profit (monetary formula field). The profit can be set up with a formula to calculate profit (Deal Value - Cost) when you fill in then cost field.
Can I use Pipedrive to install my facebook pixel manually? If so please can you do a step-by-step video? I am having trouble getting my pixel active idk why
please & thank you!
Sorry, you can't install a Facebook pixel using Pipedrive I'm afraid.
Is it possible to assign different owners to a deal?
Yes, you can change the owner of a deal any time. But the deal can only be owned by one person at a time.
Are there cadences in Pipedrive? Like in Salesloft and Outreach?
Using the Workflow Automation, what you can do is auto-create activities to remind you to follow up. This could be triggered when you move a deal to the next stage.
@@minor-co Awesome, Thanks Paul!
the link for extended trial is non existent. do you have a new one?
Please try this: paulm.in/2pb0RAY
Hello Paul. We are using the Bitrix24 crm in our company and we are thinking to migrating to Pipedrive. Do you know how we can migrate all our data to Pipedrive? Thank you in advance
Most people migrate their data using CSV files to import the contacts, deals, notes etc.
@@minor-co since our last message we are testing Pipedrive and in many ways is great. One issue that we have, and wanted to ask you for any workaround is about leads reporting. One of our kpis in our business is weekly and monthly leads count (sources etc). s far as ive seen pipdervice doesnt support leads reporting. Any suggestion or work around this issues. Its major for us! Thank you so much in advance.
Everyone - head's up - he's not saying "Sales Jenny" ... he's saying "Sales Journey". Took me a couple rewinds to try and figure out where he defines a "Sales Jenny" before I checked the transcript and found that it is a "journey" to which he is referring ;-)
Thanks James, my accent is a mix of British and Kiwi so some people may get confused.
Hi Paul. Great stuff. The link to your website isnt working for me though. Mind messaging me the best link?
I just checked and it appears to be working now. Are you still having issues?
can you use your own phone number and texting from your cell phone annd record it in the app
You can use your own number but SMS messages do not get auto-tracked I'm afraid. These would need to be copied in. An alternative is to use a third-party service like Kixie or JustCall and text from there and their app will track the SMS in Pipedrive for you.
Hi Paul! None of your links work for me.
i would love to connect with you.
That's odd, they appear to work for me. Can you please book an intro call here: paulminors.com/consulting/pipedrive-consulting/
The URL link is not working, it gives eror. Can you please update this
It appears to be working now if you can please try again.
I have been using Trello for CRM
I want to move to Pipedrive
How do I import from Trello into Pipedrive
If you can export your tasks from Trello you can import a CSV to Pipedrive
So this is good for mortgage loan officers?
Yes, we've worked with many clients in the mortgage space to set up Pipedrive.
Hi, the links in the description do not work
Which link are you referring to? They all seem to be working for me.
Hi Paul,
Your links dont work anymore, can you refresh them, please.
They seem to be working now?
Hi Paul
Great video
How is the best way to standardise the contact information on the left hand side of activities page
ie: name
Phone number
Address
It's really up to you. But I like to organise it left to right with: Subject, Contact Person, Deal, Expected Close Date and Value
How do I access your consultancy.
You can learn more and book a call here: paulminors.com/consulting/pipedrive-consulting/
How do I access your consultancy
paulminors.com/consulting/pipedrive-consulting/
Holy shit dr.strange is now teaching ppl in youtube
😆
FYI the link to your course doesn't work!
Thanks Ben, I'll fix that now.
Your link above is inactive, please review. Thanks.
Hi Julio, I just checked all the links and they all appear to be working for me. Can you try again and let me know if you're still having issues?
Your sign-up links are broken, mate!
I just checked and they all appear to be working now. May have been a temporary issue with Bitly.
Hey Paul, your bitly links are broken :/
Which links? I just tested and they're working for me.
bitly links do not work
It appears to be working now.
Can you help me set up Pipedrive?
I have a few things I would like it to do.
Yep, can you please book an intro call with me here and we can discuss: paulminors.com/consulting/pipedrive-consulting/
Links are not working anymore.
I just checked and they seem to be working for me. But please let me know if I missed any.
@@minor-co They are not working for me
Not working for me.
@@minor-co links not working!
None of your links works
They appear to be working for me, are you still having issues?
bro......
Hey?
How did your meeting with Jon Connor from Cyberdine Systems go?
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