Sales Process

You can’t successfully scale your sales without a repeatable sales process. Here, you’ll find all the resources, guides, templates and how-tos you need to build the strategic foundation for a scalable sales process.

Sales calendar
The Top Events for Your 2021 Sales Calendar
Find the best sales events and conferences, both online and in-person, for networking opportunities and to help motivate and strengthen your sales team.
Email Tracking & GDPR
General Data Protection Regulation (GDPR) & Email Tracking: What Sales and Marketing Professionals Need to Know
Pipedrive’s GDPR expert and dedicated Data Protection Officer, Martin Ojala has read through the details of the legislation to enable us to provide you with a guide to understanding your GDPR email-tracking responsibilities.
B2B Sales B2C Sales
B2C vs. B2B Sales Jobs: What Are the Key Differences?
In this guide, we drill down into B2C vs B2B sales by exploring the types of sales activities and working environments you can expect and the key differences between B2C and B2B sales jobs. We also lay out some sales techniques you can use to ramp up your selling success.
sales pipeline template
Sales Pipeline Template: Free Download and In-Depth Guide
A sales pipeline gives salespeople a visual overview of where prospects are in the buying journey. However, a pipeline can only be fully effective when properly managed. In this article, how a spreadsheet is a great sales pipeline template to start with (but will need to be replaced in the long run) and exactly what goes into an efficient sales pipeline.
Sales Pipeline Management
Sales Pipeline Management: The In-Depth Guide
A sales pipeline is an intuitive way to manage your sales process and win more deals. Read our article for a clear pipeline management definition and tips on how you can get yours right. Sales pipeline management is at the core of Pipedrive and you can try it free.
sales plan templates
Sales Plan: 7 Steps to Creating one that Grows Your Pipeline
A refined sales plan is a go-to resource for your reps. It helps them better understand their role, responsibilities, targets, tactics and methods. Done right, it empowers your reps to perform at their highest level. In this article, we’ll outline some business sales plan examples and templates, why it’s important to create one and exactly what you should include in your own plan.
Value Chain Analysis
A Simple Guide to Value Chain Analysis: How to Build More Efficient Sales Processes
An effective value chain analysis can give you a competitive advantage and help boost profits. Learn about the cost leadership and competitive differentiation methods and which one is right for you. Find out how sales fits in and what your sales team can do to improve processes.
Coronavirus Manage Sales Organization
How to Manage a Sales Organization During the COVID-19 Pandemic
Sales organizations must optimize products and services and adapt to changing consumer behavior during the COVID-19 crisis. To achieve this, managers need to redefine goals and support their teams with valuable guidelines and additional resources.
sales proposal examples
14 Tips, Steps and Templates to Help You Write the Perfect Sales Proposal
Great sales proposals present a future in which your prospective customers have overcome their hurdles and solved their problem; where your product or solution is what makes that future a reality. Follow this guide to learn the steps to writing a professional proposal every time.