ฝัง
- เผยแพร่เมื่อ 4 ก.ค. 2024
- www.pipedrive.com
See Pipedrive in action and learn how to visualize your own sales process, so you can keep all of your information under one roof, and spend more time selling your amazing product.
Chapters:
00:00 Intro
00:14 Pipeline view
00:53 Tracking Deals
01:34 Importing data
01:48 List View (bulk editing and filtering)
02:04 Tracking Leads
02:34 Detail views
03:55 Email management
04:37 Group emails
04:50 Activities and Calendar
05:27 Insights, Reports, and Dashboards
06:01 Automations
#pipedrive #crm #sales
About Pipedrive: We're Pipedrive, the easy and effective CRM for closing deals 🏆 Since 2010, Pipedrive pioneered sales CRM innovation with better tools to visualize your sales pipeline, manage leads and automate your entire sales process in one place so you can focus on selling.We're a company built by salespeople - we’ve been committed to building the world's most intuitive CRM - a CRM by and for salespeople. The result is an easy-to-use, effective sales tool that centralizes your data, helping you visualize your entire sales process and win more deals. Learn more at www.pipedrive.com - วิทยาศาสตร์และเทคโนโลยี
I just want to thank you for sharing this content, it helped me decide on what CRM platform to use.
Great success! :) Let us know if there are more specific processes you'd like to see demos for on our channel - and happy closing!
Tx for the overview. I don't see texting allowed from the app, or automated voice calls. Is that something that can be done?
Hello! Thanks for asking. Indeed there are no native functions for this, however we've had great success with customers who integrate their third-party solution of choice to Pipedrive.
You can find a list of these third parties here: www.pipedrive.com/en/marketplace/collections/communicate-with-leads
AirCall and JustCall are probably the most popular but there are quite a few options.
Is there automated email/sms sequences in the different stages? For example once I move a lead to the 4th stage can I set up an automated email with let’s say X discount that gets triggered having the software email/sms the lead with a coupon?
Yes this is possible! Our Automation feature can automatically send an email template once a deal is moved to a specific stage in the Deals pipeline. You can also use merge-tags so that key personal data such as your "x discount" are included in the body of the template.
Just to clarify, I see in the comments here 2 months ago communication automation for marketing directly in the app was NOT available but now it seems it is (based on the response 2 weeks ago). Am I following correctly here? You can now setup email and text conversation workflows in Pipedrive?
Hello there! Apologies for the late reply here.
The comment 2 months ago is asking about SMS text messages and voice calls - which indeed still require third-party integrations.
However we do have email sync, and automated emails that can be sent directly from Pipedrive. So when it comes to email, we've got you covered with our native features. SMS text and voice calls however, you'll need third parties.
Hope that makes sense, but you can also review our Knowledge Base articles here: support.pipedrive.com/en/article/email-sync
The video you see embedded there will also be on TH-cam very soon.