Generous Work
  • Home
  • Blog
  • Contact
  • 0
  • 0
press Enter to search Showing all results: No products found.

    Using Pipedrive to full capacity in our sales team

    By Rich Peterson on June 6, 2018

    ​Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to be automatic?
    ​A: Yes, you can set this up through the Pipedrive Workflow Automation where certain actions trigger automated actions. This can include moving a deal between stages, tagging a deal, when a new deal is created etc. See more details here.
    ​
    ​Q: What are the capabilities of producing quotes and invoices out of the system? Is it doable and is it straight forward and risk free?
    ​A: You’ve got options to create quotes and invoices out of the system using PandaDoc or using Xero. See the Xero integration details here.
    ​
    ​Q: Can you enlighten me with regard to capturing phone calls etc, in Pipedrive?
    ​A: Outgoing phone calls can be tracked if your sales rep is calling from the phone app (see more details). Pipedrive also has some more comprehensive phone solutions.
    ​
    ​Q: What are some features you would recommend to make the system work harder for us and become more benefit in the sales process?
    ​A: Without seeing your whole customer journey, I’d assume the best ways to make your system work harder would be to find gaps in your process (i.e. where sales people are missing follow-ups or not inputting all information) and look to set up Activity reminders using the Workflow automation tool to act like training wheels so they get used to the new process. If you’re getting website leads, I’d look at setting up a website chatbot using their LeadBooster feature so you can qualify leads & potentially even schedule appointments directly from your site. If you’ve got set products that you sell and would like to streamline setting up deal values, you could use the Pipedrive Products feature to catalog your products. Sales people will then be able to select the potential products to be sold and this information could flow through into quotes and invoices.
    ​
    ​Q: We now basically have a reasonable culture of inputting deals and some sales reps are inputting their meetings and activities in the activities area however only a couple do this. What is the best way for me to monitor sales activities and see what sales staff are doing with their time and so on?
    ​A: I’d look to bookmark some of the Progress > Reports page reports that contain the key metrics you’re looking to capture. The Activities added > by Users will help to see Activities per sales person whilst the Deal Progress > by Users will help you see the progress of deals (new deals would be Deals started > by Users). The Sales Performance reports will give a good indication of sales trends across your team.
    ​
    ​I hope this helps.

    justcallpandadocpipedrivexero
    Posted in 🤔 Advice.
    Share

    Search Blog

    About

    For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

    In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.

    Want a streamlined business?

    Subscribe to get our latest advice, courses and project updates in your inbox.

    PreviousPerspective: Above & slightly to the left
    NextI need a meeting room booking calendar

    Related Posts

    • April 23, 2019

      What business automation software should I use?

      Further details of question: Our new online business is booming and we need help from a professional in business automation to find the right business automation software. We are a graphic design business selling digital products and we need help with automating the following: project management (each of our designs has a theme and matching …

    • April 9, 2019

      I need to develop an internal quoting tool for my staff

      Further Details of Question We are looking to develop an internal quote and followup system that is used in our main office plus external workers to produce quotes for our customers, and then provide followup prompts and tools for our salespeople. The key features we are looking for are as follows: 1) A database of …

    • April 7, 2020

      Basecamp for Digital Media Remote Agency?

      Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired …

    • May 25, 2020

      Building a real estate portal

      Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate …

    • 🏠 Home
    • 📱Contact
    • © 2021 Website: design, hosting, theme.
    • Home
    • Blog
    • Contact
    • Wishlist 0