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Entrepreneurship

Pipedrive Sales Data Model part 2: Formats and Levels and BONUS TEMPLATE SHEET [Video]

2nd video of Pipedrive CRM Data Model Series. Yes, there are 5!:)Successful Pipedrive data configuration relies on the right data levels and formats. We have dedicated 1 video to answer all the questions about these elements.Is Your goal to make data-driven sales strategy decisions?Do You feel that Your current Pipedrive setup now is not enabling You to collect the right data? Look no further! This series will help You understand and create Pipedrive sales data for Your business. We have both basic and advanced data model tutorials. Pipedrive WHY DATA MODEL IS YOUR KEY TO SALES GROWTH?✓ CRM Data model sets background for the QUALITY of Your data. Quality data is like a mirror of your work quality.✓ Gartner found that nearly 60% of those surveyed didn’t know how much bad data costs their businesses.✓ 57% of businesses find out about dirty data when it’s reported by customers. You don’t want it to happen to You? Unless you love embarrassment…✓ Virus called “Dirty CRM data” is eating all Your sales efforts. 95% of CRM users report having at least some kind of problems of data quality. ✓ Insights and reports rely on the Pipedrive data setup. Are you really happy with Your reports?RESOURCES: 🔥 Not sure how to assess the data quality in Your Pipedrive? We have also created this 💩 7 minutes Dirty Data Assessment that You can take right here: https://ivlv.me/BK1Sn 📩 Download Pipedrive data model sheet HERE: https://ivlv.me/xzg3d ⏰ If You need consultation about Pipedrive configuration, data model creation or training, BOOK ME, automation consultant here: https://rplg.co/4e758e30 ⏱️⏱️VIDEO CHAPTERS⏱️⏱️0:00 – Welcome0:27 – Pipedrive data levels 1:44 – Pipedrive data model sheet explained #pipedrive #salesanalytics #data #salestrainingABOUT OUR CHANNELWe are Process Natives. Our channel is about business automation, processes and workflows. We cover lots of cool stuff such as no code tools, automating business tasks and enabling remote teams.Check out our channel here:https://www.youtube.com/@processnatives Don’t forget to subscribe!

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Entrepreneurship

How To Use Pipedrive | CRM Software For Driving Growth – HubSpot Alternative (Pipedrive Tutorial) [Video]

In this Pipedrive tutorial for beginners, I’m going to walk you through step by step how to navigate and understand all the impressive Pipedrive management features designed to drive business growth.Pipedrive is a sales-focused CRM software designed by sales teams for sales teams.In our opinion, Pipedrive is a great alternative CRM software to HubSpot (our favourite free CRM). This is if you are primarily looking for a sales focused platform. Today we navigate through the below chapters for this Pipedrive tutorial:0:00 Intro01:39 Pricing02:23 Pipedrive account02:47 Account settings – configure03:32 Manage leads05:56 Sales pipeline10:58 Mail11:13 Manage activities11:36 Contacts12:05 Insights & reporting12:34 Products12:54 Marketplace13:10 Other features14:04 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Pipedrive tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#pipedrive #crmsoftware

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Entrepreneurship

How to Convert Your Leads Into Sales With These 5 CRM Features [Video]

Sponsored By PipedriveIf you’ve been in business for long enough, you know that sales are one of the key drivers to growth, and you can’t even stay afloat without sales. No matter if you’re selling products or services, you need good sales processes for your business to survive and thrive. And the keyword here is the process. If you don’t have the right process, you’re not going to ever have your sales machine fine-tuned. If your sales team, no matter how big or small it is, if it needs redundant tasks that you need to continually do each and every single day, like filling out spreadsheets and manually scheduling calls with prospects, you’re missing out on a huge opportunity. From the moment you have a new lead in your pipeline to the moment you close a sale, you need to have your sales process nailed to the T and automate as much as you can so, that way, you can generate the most revenue per individual. RESOURCES & LINKS: ____________________________________________Pipedrive: https://www.pipedrive.com/____________________________________________Now before I dive in on how you can maximize your sales, I want to let you know that this video is by Pipedrive and is sponsored by them, and funny enough, even if they didn’t sponsor it, I’ve used Pipedrive for so many years, I would’ve mentioned them in this video anyway. I have a ad agency, and in my ad agency, it’s spread throughout the world. My teams know precisely what to do at each stage of the sales process, and we rely primarily on one tool to help us streamline that, and that is our CRM.Today, I will walk you through five key CRM features that allow you to convert your leads into sales in the most efficient way possible. I’m also recommending Pipedrive as your go-to solution for all the features that I’m going to show you, as that’s the system that we use in some of our companies.You need to look at essentially five things when choosing a CRM. Pipelines, automations, lead management, reporting, and integration.Pipeline. Having pipelines help you map out different stages of your existing sales process and move leads through each stage. The more important thing is that your sales team is focused on the actions they need to take to keep moving the leads through the pipeline. Pipedrive allows you to develop a clear understanding of your sales momentum and priorities and refocus your efforts accordingly. In Pipedrive, you can add deals, assign the monetary value, win probability, and expected close date. Beyond that, you’ll be able to organize and track your pipeline by stages.And as for automation, your sales team shouldn’t be spending too much time on repetitive tasks, things like sending emails to leads or scheduling follow-up activities one by one, or even assigning statuses, can become a big time sink.Pipedrive will also use the information you add to your leads to automatically personalize the interactions that you have with them by email, and you can automate repetitive sales tasks.You can be reminded about critical sales activities and doing that admin work of scheduling your sales-related tasks can be time-consuming, and you can even make some bad mistakes. Now let’s dive into lead management.When it comes to lead generation, Pipedrive offers two of the best lead generation methods that I’ve known today. Web Forms allows you to collect leads from your website traffic and import them into your pipeline, your contacts, or your Leads Inbox.Now, Pipedrive’s Live Chat and chatbot will help visitors with a high purchase intent by engaging them through a live conversation. The chatbot can be customized to ask and answer specific questions, reply with specific messages, and even prequalify leads that come through your website.Now, when you want to talk about reporting, just having data about your sales isn’t enough. You’ve got to be able to extract valuable insights from your data.Now, Marketplace is one of the coolest things about Pipedrive. It’s the fact that it integrates with a lot of other apps that you may be using in your workflow. You can expand the capabilities of your Pipedrive account by adding apps that connect with other popular services like Slack or Trello or Zapier, or even Gmail.Pipedrive with give you the best features and capability that you need from a CRM in a super easy-to-use interface and pretty much automate all the lower-value activities for you so that your team can focus on closing. If you need help growing your business check out my ad agency Neil Patel Digital @ https://neilpateldigital.com/ Subscribe: https://goo.gl/ScRTwc to learn more secret SEO tips.Find me on Facebook: https://www.facebook.com/neilkpatel/On Instagram: https://instagram.com/neilpatel/https://youtu.be/TfQQMJ9b_8E#CRM #NeilPatel #Sales