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.

Financial Services Tech Stack
The Financial Services Sales Stack
It’s vital that employees at financial services agencies keep track of their tasks and maintain regular communication with prospects, colleagues and customers. Here is our list of tools, all of which can be integrated with Pipedrive, to consider if you’re in the financial services industry.
Financial Services Forecast
How to Forecast Demand for a Scaling Financial Services Business
Reliable sales forecasting is the core element of any great sales strategy. It helps you project your sales results for the month or quarter, and pick the right deals and activities to focus on at any given moment. Financial services sales is no exception.
MyBanker Plecto Case Study
How Mybanker Tripled its Sales Team Using Pipedrive and Plecto
Forming new partnerships and making sure that existing partners are benefiting are the sales team’s top priorities. In order to effectively manage the acquisition and customer success sales cycles, Mybanker turned to Pipedrive and Plecto.
Kixie Scratchpay Case Study
How Scratchpay Significantly Reduced Onboarding With Pipedrive and Kixie
Scratchpay provides point-of-sale financing at veterinary clinics for pet owners who need to pay for unexpected pet care. Find out how this financial services company has provided this service through more clinics with the help of Pipedrive and Kixie.
Marketplace Apps Spotlight November 2019
Pipedrive Marketplace Monthly Apps Spotlight: November 2019
There are dozens of apps on the Pipedrive Marketplace that you can integrate with our CRM software to automate tasks and connect with customers. Here are five that we’ve selected this month which will save you time and help you turn cold leads into customers.
real estate task management
The Definitive Guide to Real Estate Task Management
Working in real estate has many moving parts. Realtors need to find prospects, schedule open houses and sign over the papers when a property closes. Let’s dive into exactly why real estate task management is important, and how it can benefit you and your agency.
snug autopilot case study
How Snug Boosts their List of Prospects by 40% Every Month
Based in Australia, Snug’s online renting platform has over 100,000 active users. To grow this number, the two-person sales team turned to Pipedrive and Autopilot. Find out how Snug reduced its sales cycle from six weeks to under two in just one year of using Pipedrive and Autopilot.
Proplib case study
How PropriLib Grew Its Revenue and Sales Team with Pipedrive and Slack
After adopting Pipedrive, French real estate disruptor PropriLib grew its sales team and its revenue. The team now uses slack to keep on top of their deals. Find out how.
Intrnz Autopilot Case Study
How Intrnz Boosted Annual Revenue by 250% with Pipedrive and Autopilot
Intrnz provides short-term housing for students doing summer internships in New York City. Read how, After using Pipedrive and Autopilot, Intrnz’s annual turnover went from $400,000 to $1,000,000.