Selling & Scaling

Selling is hard. Scaling fast is a monumental challenge. We want to help you with both. Our sales education library is crammed full of how-to articles, step-by-step guides, and expert advice from sales leaders to help you sell and scale fast.

b2b prospecting
A Quick Guide to B2B Prospecting
In this guide to B2B prospecting, we’ll show you a process to identify and source your ideal prospect. You’ll also learn a more efficient method of collecting target account and contact data, without the need for menial data entry tasks.
Live chat
A Quick Guide to Live Chat
In our quick guide to live chat, we explain what it is, how to add it to your site and how you can benefit from using a live chat tool.
How The Pipedrive Sales Team Has Used Chatbot
How The Pipedrive Sales Team Has Used Chatbot to Qualify More Leads and Convert More Customers
We know that our Chatbot, which is part of LeadBooster, can help businesses to improve their lead generation process. That’s why our sales team uses Chatbot to engage web visitors—and they’ve already seen results, with more engaged, qualified leads starting a trial and more trialists converting to customers.
RMS Case Study
How RMS Are Using Pipedrive’s Lead Generation Tools to Streamline Conversions from Web Visitor to Qualified Lead
Asset reliability experts Reliability Maintenance Solutions (RMS) are taking full advantage of Pipedrive’s lead generation tools to improve their web experience for visitors and enable their team to engage with the right leads.
web forms
A Quick Guide to Web Forms
Discover how to set up web forms on your site, in emails and across social media so you get more qualified leads and build a strong lead database.
data protection rules regulations
B2B Data Protection Rules and Regulations 2020
Megan Bennett, Cognism’s Compliance Officer, guides you through the key regulations in B2B data compliance and what rules could be put in place in the near future.
Customer Success Manager
What Does a Customer Success Manager Do? Job Description and Why You Should Hire One
In business, making the sale is only half the battle. From there, the relationship that develops between a company and customer often becomes as important in determining the longevity and profitability of their partnership. In this article, we explore the growing popularity of the Customer Success Manager role in organizations and how your business can benefit from hiring them.
Pipedrive Updates September 2020
In Case you Missed It... Pipedrive Updates September 2020
Read the article to find out about how we’ve changed Pipedrive this month, including the new navigation, the new Sales Docs feature, required fields improvements and more.
sales technology
Sales Technology: A Complete Guide to the Tools and Technology Sales Professionals Should be Using
Investing in sales technology can lead to a more streamlined sales process, less time wasted on manual tasks, robust reporting and more time selling and closing deals. This guide breaks down the basics of technology for sales, including the types of tools available to today’s teams and how they can transform your business for the better.