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.

We’ve Added Revenue Forecast Reporting to Insights and Products to Deal Reports in Insights

We’ve Added Revenue Forecast Reporting to Insights and Products to Deal Reports in Insights

October 16, 2020

We’ve added Revenue Forecast Reporting to Insights and Products to Deal reports in Insights so you can add even more vital information to your Insights, reports and dashboards. Now, in Insights, you can track your revenue forecast and view reports such as “Deals won by product” and more.

Popular articles

mckeon group case study

How McKeon Group Grew Their Annual Revenue by 186% in Four Years with Pipedrive

Construction and building services company McKeon Group adopted Pipedrive when they set up their sales and marketing department in 2016. Now 26 team members use it to manage everything from sales to contracts, as they have increased annual revenue by 186% in four years.

channel sales

What is Channel Sales? How to Create a Winning Sales Channel Strategy

If you’re looking to scale your business, a channel sales model can do the trick. This guide breaks down everything you need to know about channel sales.

web visitors

Uncover Vital Information about Organizations that Land on Your Site with our New Web Visitors Add-on

October 4, 2020

Introducing Web Visitors, a tool that uncovers previously hidden information about the organizations visiting your site, including how they found you, what they engaged with and how long they stayed.

medical sales

How to Become (or Hire) a Medical Sales Rep

Thinking of becoming (or hiring) a medical sales rep? Discover the skills, experience and qualifications you need to succeed in the medical sales field.

CRM vs. ERP

CRM vs. ERP Software: Which System is Best for your Business?

As your business grows, the key information you need to track and manage increases as well. There will come a time when you will need a data management system, such as CRM and ERP software, to collect and understand this data. In this article, we help you decide which is right for you and when.

web visitor tracking

A Quick Guide to Web Visitor Tracking

We answer all the key questions about web visitor tracking, including what it is, how to do it and how to make sure you’re compliant with the rules and regulations.

leadbooster

Upgraded LeadBooster is Now a Complete Lead Generation Toolset to Help You Generate, Manage and Nurture Leads

October 1, 2020

Alongside Chatbot and Live Chat, we have added Prospector and Web Forms to our LeadBooster add-on to give you more control over your lead generation process.

Pipedrive Updates October 2020

In Case you Missed It... Pipedrive Updates October 2020

October 1, 2020

All the big changes we’ve made to Pipedrive in the last month, including updates to Activities and how Pipedrive stores leads. We also share information about our improved LeadBooster add-on.

Healthcare CRM

What is a Healthcare CRM? How to Manage Patient Relationships

Looking to organize, personalize and improve your patient relationships and better manage their data securely? This guide breaks down how a healthcare CRM can do all of the above and then some.

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