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.

Web to Mobile Calling
You’re Only a Few Clicks from a Cellphone Call Thanks to Pipedrive’s New Web to Mobile Calling Feature
August 11, 2020
We know how important it is for our users to be able to make calls from their mobile phone, even when they’re using Pipedrive’s CRM on their laptop or desktop computer. That’s why we’ve created the new web to mobile calling feature, which is available to users on the Advanced, Professional and Enterprise plans who have our mobile app.
Activities insights
Activities Performance Insights: Monitor Your Team’s Progress with Customizable Visual Graphs
August 10, 2020
Pipedrive’s new activities performance insights enable you to keep track of your team’s progress, spot when a colleague needs help and plan ahead for the activities that need to be completed. You can also create reports to see how your team is performing when it comes to activities and how you can improve your processes.
Pipedrive updates August
In Case you Missed It... Pipedrive Updates August 2020
August 6, 2020
Watch the video and read the article to find out what we’ve improved, updated and added to Pipedrive in the last month. We’ve added new Live Chat functionality to LeadBooster, launched email insights, given users the ability to convert deals to leads in the Leads Inbox and created a new Pipedrive sync with Mailigen, so that contacts are accurate across both platforms.
J’achète en Espagne case study
How J’achète en Espagne Used Automations to Increase their Revenue by 20%
By integrating Pipedrive and Zapier and setting up automations and automated emails, Spain-based real estate franchising network J’achète en Espagne increased their revenue by 20% in the second half of 2019.
Expanish case study
How Expanish Has Used Pipedrive and Automate.io to Streamline their Sales Process and Double Their Conversion Rate
Language school Expanish was struggling to manage the number of leads coming through their website. By using Automate.io to integrate Pipedrive with other apps, Expanish’s sales and marketing team has been able to save four hours every day and double their conversion rate.
sales docs
Sales Docs: Send Trackable Quotes, Proposals and Contracts from Pipedrive and See when to Follow Up to Close Deals Faster
July 30, 2020
Send live, trackable quotes, proposals and contracts from your CRM with Pipedrive’s new Sales Docs. Create templates that automatically pull in Pipedrive fields data to cut down on manual work and know when your sales documents are opened so you can follow up and close deals faster.
Visionair Media
How Visionair Media Switched to a New CRM Solution that Cost Them a Fraction of the Price
Content creation company Visionair Media was hit hard by the COVID-19 pandemic, losing a lot of business. After trialing a number of sales CRMs, they switched from Hubspot to Pipedrive and Autopilot (which came out on top) getting all the functionality for a fraction of the cost. Director of Photography Jim Moustakas also appreciated the support and migration functionality.
Free Sales Tracking Software
Free Sales Tracking Spreadsheet: Measuring Your Sales KPIs
Use this free sales tracking spreadsheet to monitor important sales metrics for your business and effectively manage your sales team. Learn what sales tracking is and how to successfully implement sales tracking software to track the activities and performance of your sales and sales team.
Free Sales Funnel Template
4 Sales Funnel Templates to Generate More Leads
Sales funnel templates provide a step-by-step outline for moving buyers through the funnel. Here, we’ll share four models for driving more leads.