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.

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.
CRM For Construction
CRM for Construction: How to Choose the Right CRM for Your Firm
A CRM can help construction firms grow their business by helping them manage their deals and create stronger relationships. Here’s how to pick the right one.
marketplace apps spotlight September 2020
Pipedrive Marketplace Monthly Apps Spotlight: September 2020
There are now over 200 apps on the Pipedrive Marketplace. In the latest app spotlight, we check out five apps that can help you drive your sales and marketing efforts.
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.