https://www.pipedrive.com/en/crm/solutions/crm-benefitsweekly0.7https://cdn.vidyard.com/thumbnails/spacer.gifCustomize your pipelineCustomize your pipelinehttps://pipedrive.hubs.vidyard.com/watch/Ch3ugfZB134FQt52jY2ytZ522023-01-20T14:54:00.000Zhttps://i.ytimg.com/vi/iHZq78MUWms/default.jpgA Quick Demo of Pipedrive CRM 🏁 🏎️https://www.pipedrive.com/?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=learning&utm_content=iHZq78MUWms&utm_term=description See Pipedrive in action and learn how to visualize your own sales process, so you can keep all of your information under one roof, and spend more time selling your amazing product. Chapters: 00:00 Intro 00:14 Pipeline view 00:53 Tracking Deals 01:34 Importing data 01:48 List View (bulk editing and filtering) 02:04 Tracking Leads 02:34 Detail views 03:55 Email management 04:37 Group emails 04:50 Activities and Calendar 05:27 Insights, Reports, and Dashboards 06:01 Automations #pipedrive #crm #sales About Pipedrive: We're Pipedrive, the easy and effective CRM for closing deals 🏆 Since 2010, Pipedrive pioneered sales CRM innovation with better tools to visualize your sales pipeline, manage leads and automate your entire sales process in one place so you can focus on selling.We're a company built by salespeople - we’ve been committed to building the world's most intuitive CRM – a CRM by and for salespeople. The result is an easy-to-use, effective sales tool that centralizes your data, helping you visualize your entire sales process and win more deals. Learn more at https://www.pipedrive.comhttps://www.youtube.com/watch?v=iHZq78MUWms4032024-03-04T08:04:25Zhttps://i.ytimg.com/vi/2wheCOgF4-8/default.jpgMarketplaceConnect your favorite tools with Pipedrive. Our ever-growing Marketplace offers apps to help you seamlessly sync your business data in one place. Sign-up for a 14-day free trial to Pipedrive: https://www.pipedrive.com/en/gettingstarted Learn the fundamentals of Pipedrive, Sales and CRM: https://learn.pipedrive.com/?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=academy&utm_content=2wheCOgF4-8&utm_term=description Subscribe to our channel: https://www.youtube.com/user/pipedrivehttps://www.youtube.com/watch?v=2wheCOgF4-8972022-04-11T13:02:21Zhttps://www.pipedrive.com/en/crm/solutions/crm-toolweekly0.7https://cdn.vidyard.com/thumbnails/47312308/CVx5zKuZMRFYbGK4rYC1zw.pngHow your data is organizedHow your data is organizedhttps://pipedrive.hubs.vidyard.com/watch/qsnmyoYU9MRe9gJG3KwZaw1872020-04-09T19:24:35.000Zhttps://www.pipedrive.com/en/crm/solutions/crm-examplesweekly0.7https://cdn.vidyard.com/thumbnails/0VoaMeO93eZpT_xxrtREJw/9a79f32e0c9b0bbba96343.gifPipedrive Pulse 2025Pipedrive Pulse 2025https://pipedrive.hubs.vidyard.com/watch/wuuYDGFweELy5H7yWWetQN682025-07-23T12:26:53.000Zhttps://cdn.vidyard.com/thumbnails/42406295/XF2TYrf9VBb6uKSyIjmhgrCRqvIIzK3r.gifVTDCTH-68 Pipedrive AI Launch Video_Try_FINALVTDCTH-68 Pipedrive AI Launch Video_Try_FINALhttps://pipedrive.hubs.vidyard.com/watch/85Mh9icAkK7cUzZRxsaDFZ602024-04-12T16:07:28.000Zhttps://www.pipedrive.com/en/crm/data/crm-data-migrationweekly0.7https://i.ytimg.com/vi/ViGR8nf1gBk/default.jpgHow to Use Import2 for PipedriveUsing Import2 to migrate data from your CRM into Pipedrive is as simple as a few clicks. Watch how!https://www.youtube.com/watch?v=ViGR8nf1gBk1552024-09-18T01:05:38Zhttps://www.pipedrive.com/en/crm/features/best-practice-crmweekly0.7https://i.ytimg.com/vi/t83xWg8xn9U/default.jpg"Our net income has grown 298%" - Lisa Coyle | Pipedrive CRMLisa Coyle returns to talk about why 360 payments upgraded from Pipedrive Advanced to Pipedrive Professional. With a net income growth of 298%, Lisa Coyle's sales team was able to "do more with less" and the return is impressive to say the least. Utilizing team-focused features in Pipedrive Professional to manage teams across various regions, Lisa can easily track each team's performance and give feedback instantaneously.https://www.youtube.com/watch?v=t83xWg8xn9U1122020-05-13T21:34:56Zhttps://www.pipedrive.com/en/crm/solutions/business-developmentweekly0.7https://i.ytimg.com/vi/iHZq78MUWms/default.jpgA Quick Demo of Pipedrive CRM 🏁 🏎️https://www.pipedrive.com/?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=learning&utm_content=iHZq78MUWms&utm_term=description See Pipedrive in action and learn how to visualize your own sales process, so you can keep all of your information under one roof, and spend more time selling your amazing product. Chapters: 00:00 Intro 00:14 Pipeline view 00:53 Tracking Deals 01:34 Importing data 01:48 List View (bulk editing and filtering) 02:04 Tracking Leads 02:34 Detail views 03:55 Email management 04:37 Group emails 04:50 Activities and Calendar 05:27 Insights, Reports, and Dashboards 06:01 Automations #pipedrive #crm #sales About Pipedrive: We're Pipedrive, the easy and effective CRM for closing deals 🏆 Since 2010, Pipedrive pioneered sales CRM innovation with better tools to visualize your sales pipeline, manage leads and automate your entire sales process in one place so you can focus on selling.We're a company built by salespeople - we’ve been committed to building the world's most intuitive CRM – a CRM by and for salespeople. The result is an easy-to-use, effective sales tool that centralizes your data, helping you visualize your entire sales process and win more deals. Learn more at https://www.pipedrive.comhttps://www.youtube.com/watch?v=iHZq78MUWms4032024-03-04T08:04:25Zhttps://www.pipedrive.com/en/crm/setup/ways-to-foster-crm-adoptionweekly0.7https://cdn.vidyard.com/thumbnails/0VoaMeO93eZpT_xxrtREJw/9a79f32e0c9b0bbba96343.gifPipedrive Pulse 2025Pipedrive Pulse 2025https://pipedrive.hubs.vidyard.com/watch/wuuYDGFweELy5H7yWWetQN682025-07-23T12:26:53.000Zhttps://www.pipedrive.com/en/crm/solutions/crm-managerweekly0.7https://cdn.vidyard.com/thumbnails/11173115/RxEBtZdGhZE3BcidszVTtQ.pngLeadBooster SuiteLeadBooster Suitehttps://pipedrive.hubs.vidyard.com/watch/EHgW7BvyFELjuLPhXdWBys832020-09-18T06:45:39.000Zhttps://cdn.vidyard.com/thumbnails/42406295/XF2TYrf9VBb6uKSyIjmhgrCRqvIIzK3r.gifVTDCTH-68 Pipedrive AI Launch Video_Try_FINALVTDCTH-68 Pipedrive AI Launch Video_Try_FINALhttps://pipedrive.hubs.vidyard.com/watch/85Mh9icAkK7cUzZRxsaDFZ602024-04-12T16:07:28.000Zhttps://www.pipedrive.com/en/crm/solutions/ai-business-solutionweekly0.7https://cdn.vidyard.com/thumbnails/11173115/RxEBtZdGhZE3BcidszVTtQ.pngLeadBooster SuiteLeadBooster Suitehttps://pipedrive.hubs.vidyard.com/watch/EHgW7BvyFELjuLPhXdWBys832020-09-18T06:45:39.000Zhttps://cdn.vidyard.com/thumbnails/47365756/5PJQV024rC38e53g6BFkQg.pngGetting started with AutomationsGetting started with Automationshttps://pipedrive.hubs.vidyard.com/watch/kXfeyknb73U6TqdbaDgbXA2262020-04-09T19:24:24.000Zhttps://www.pipedrive.com/en/crm/solutions/best-crm-for-moving-companyweekly0.7https://i.ytimg.com/vi/7b3w-GHPGq4/default.jpgThe One-Page CRM View That We Use To Run Our Sales TeamPipedrive's Kanban view allows Amondo's team to track what's happening in their sales pipeline. Founder Charlie Buckle explains the key features and how they're used in sales meetings. Charlie is the founder of Amondo, the content activation platform that helps organisations like New Balance, Dr. Martens and Universal Music leverage their brand content more effectively.https://www.youtube.com/watch?v=7b3w-GHPGq4362026-02-03T15:40:15Zhttps://www.pipedrive.com/en/crm/solutions/business-broker-crmweekly0.7https://cdn.vidyard.com/thumbnails/39193984/w_8ZBgtQUb_61WQ1e7TPiA.pngPipedrive's mobile appPipedrive's mobile apphttps://pipedrive.hubs.vidyard.com/watch/Dg4nNUR9b2Bz4U3V7k2gyX5562023-10-03T09:50:38.000Zhttps://www.pipedrive.com/en/crm/features/client-booking-systemweekly0.7https://cdn.vidyard.com/thumbnails/44523353/W2MII1w17PTCgLrKVya24Q.pngMeeting schedulerSchedule meetings in less than half the time. Pipedrive's meeting Scheduler makes it easy to outline your availability and share it with your customers so they can book a time that works for both of you. Did you know that on average it can take three days to schedule a call with a client who is already interested in you? Time usually gets wasted in back and forth exchanges. Our Pipedrive meeting scheduling tool will solve this problem and save you a lot of time! The irritation of manually planning and scheduling meetings, and the time lost, can be a serious problem for salespeople. According to our customer research: - 68% of Pipedrive customers say that the back-and-forth hassle of finding meeting times is complicated - 71% of Pipedrive customers sometimes or often need three or more touches to get a meeting scheduled To access this scheduling tool, you will need to go to your email composer and from there you have the option to 'Propose Time'. Our Scheduler provides two options, one for Specific Times and the other for General Availability (perfect for setting your availability for different sales activities). Meaning you can automate the meeting scheduling process with Pipedrive's updated feature and share your availability with a simple link!https://pipedrive.hubs.vidyard.com/watch/KPJdPFdSkMn5fT1RzuhRP72362020-04-09T19:22:55.000Zhttps://www.pipedrive.com/en/crm/solutions/coach-crmweekly0.7https://i.ytimg.com/vi/R7O4jCf5bJo/default.jpgConsistent Personal Brands Build Credibility – And Credibility Closes DealsYour personal brand isn't just your LinkedIn banner or posts – it's also how you are in person, how you talk to people. Reidentify founder and B2B sales expert Jonathan Reid explains the importance of being consistent across your digital brand and your in-person, personal brand. Reidentify helps B2B businesses and their representatives become thought leaders through podcasting and personal branding.https://www.youtube.com/watch?v=R7O4jCf5bJo402026-02-03T15:39:38Zhttps://www.pipedrive.com/en/crm/solutions/contact-management-softwareweekly0.7https://i.ytimg.com/vi/bddYQqXyqoY/default.jpgHow your data is organizedLearn the fundamentals of Pipedrive, Sales and CRM: https://learn.pipedrive.com/?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=academy&utm_content=bddYQqXyqoY&utm_term=description There are people out there in the real world you need to talk to in order to make your sales grow. So, let’s see how your contacts are displayed in Pipedrive and how to track the actions and processes connected to them. Sign-up for a 14-day free trial to Pipedrive: https://www.pipedrive.com/en/gettingstarted Subscribe to our channel: https://www.youtube.com/user/pipedrivehttps://www.youtube.com/watch?v=bddYQqXyqoY2232023-06-15T10:27:44Zhttps://www.pipedrive.com/en/crm/features/conversation-intelligenceweekly0.7https://cdn.vidyard.com/thumbnails/spacer.gifEnhance Calls with Pipedrive NovaNova is an integrated meeting intelligence tool within Pipedrive that streamlines call preparation and follow-up. It consolidates emails, past conversations, and deal history into a clear brief before meetings. During calls, Nova captures key details and generates automatic recaps, allowing users to remain engaged while simplifying CRM updates. With Nova, updates go directly into Pipedrive only after your approval, enhancing efficiency without interrupting your workflow.https://pipedrive.hubs.vidyard.com/watch/peM5nTqPiGgAXK6qokeghf702026-07-21T12:34:14.000Zhttps://www.pipedrive.com/en/crm/features/conversational-aiweekly0.7https://i.ytimg.com/vi/pXXx6_zZiMw/default.jpgOnline Meeting Scheduling Tool | Pipedrive Meeting SchedulerSchedule meetings in less than half the time. Pipedrive's meeting Scheduler makes it easy to outline your availability and share it with your customers so they can book a time that works for both of you. Did you know that on average it can take three days to schedule a call with a client who is already interested in you? Time usually gets wasted in back and forth exchanges. Our Pipedrive meeting scheduling tool will solve this problem and save you a lot of time! The irritation of manually planning and scheduling meetings, and the time lost, can be a serious problem for salespeople. According to our customer research: • 68% of Pipedrive customers say that the back-and-forth hassle of finding meeting times is complicated • 71% of Pipedrive customers sometimes or often need three or more touches to get a meeting scheduled To access this scheduling tool, you will need to go to your email composer and from there you have the option to 'Propose Time'. Our Scheduler provides two options, one for Specific Times and the other for General Availability (perfect for setting your availability for different sales activities). Meaning you can automate the meeting scheduling process with Pipedrive’s updated feature and share your availability with a simple link! Sign-up for a 14-day free trial to Pipedrive: https://www.pipedrive.com/en/gettingstarted Subscribe to our channel: https://www.youtube.com/user/pipedrive?sub_confirmation=1 Read our blog: https://www.pipedrive.com/en/bloghttps://www.youtube.com/watch?v=pXXx6_zZiMw2742019-03-01T14:38:33Zhttps://www.pipedrive.com/en/crm/data/crm-and-data-entryweekly0.7https://cdn.vidyard.com/thumbnails/spacer.gifSales InboxSales Inboxhttps://pipedrive.hubs.vidyard.com/watch/A7sNpGN83ZeNpj6u3W7WB85762020-04-09T19:25:11.000Zhttps://cdn.vidyard.com/thumbnails/47365756/5PJQV024rC38e53g6BFkQg.pngGetting started with AutomationsGetting started with Automationshttps://pipedrive.hubs.vidyard.com/watch/kXfeyknb73U6TqdbaDgbXA2262020-04-09T19:24:24.000Zhttps://cdn.vidyard.com/thumbnails/47811001/aUSEpA1xCedCzSXTzvfo5w.pngFilteringFilteringhttps://pipedrive.hubs.vidyard.com/watch/Vxkk8sEFmi8s9zbp6tAkf82752023-10-09T14:24:52.000Zhttps://cdn.vidyard.com/thumbnails/43605006/DchJtQ3WIEsH1R8d2ZaG2w.pngExport your data outExport your data outhttps://pipedrive.hubs.vidyard.com/watch/7VPhWTP3669RvkEahoEoAW1052024-07-01T13:13:40.000Zhttps://www.pipedrive.com/en/crm/solutions/crm-and-marketing-automationweekly0.7https://i.ytimg.com/vi/dUPfhhpZxaM/default.jpgThe CRM Automations That Save Us 10 Hours A WeekPipedrive customer Charlie Buckle explains how CRM automations save his sales and accounts team time. Learn how his team uses 25-30 Pipedrive automations to format and find data and run repeatable processes. The team also developed a standardised process to transfer projects from salespeople to their customer success team using Pipedrive's Project Management automation: https://www.pipedrive.com/en/products/project-management-software/project-management-automation Charlie is the founder of Amondo, the content activation platform that helps organisations like New Balance, Dr. Martens and Universal Music leverage their brand content more effectively.https://www.youtube.com/watch?v=dUPfhhpZxaM1012026-02-03T15:39:38Zhttps://www.pipedrive.com/en/crm/features/crm-automationweekly0.7https://i.ytimg.com/vi/dUPfhhpZxaM/default.jpgThe CRM Automations That Save Us 10 Hours A WeekPipedrive customer Charlie Buckle explains how CRM automations save his sales and accounts team time. Learn how his team uses 25-30 Pipedrive automations to format and find data and run repeatable processes. The team also developed a standardised process to transfer projects from salespeople to their customer success team using Pipedrive's Project Management automation: https://www.pipedrive.com/en/products/project-management-software/project-management-automation Charlie is the founder of Amondo, the content activation platform that helps organisations like New Balance, Dr. Martens and Universal Music leverage their brand content more effectively.https://www.youtube.com/watch?v=dUPfhhpZxaM1012026-02-03T15:39:38Zhttps://www.pipedrive.com/en/crm/solutions/crm-consultantsweekly0.7https://i.ytimg.com/vi/Yd3CNZL-o3Y/default.jpgWhat is CRM? (Customer Relationship Management)What is CRM? Customer relationship management, or CRM for short, refers to the technology and processes that an organization uses to manage its external and internal contacts and relationships. Read more in our 'What is CRM?' article: https://www.pipedrive.com/what-is-crm?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=blog&utm_content=Yd3CNZL-o3Y&utm_term=description A CRM system helps simplify an organization's processes so that they can increase sales and improve customer interactions. What can CRM software do? A CRM system can be used to manage relationships with individuals at all touchpoints. A CRM tool can help salespeople automate their sales activities and managers track their team’s performance. With a CRM, you’ll know when to reach out to your sales leads, what to say and how to say it. The core benefits of using a CRM tool: 1. Identify internal challenges 2. Map the customer journey 3. Collaborate with internal teams 4. Define your metrics and track sales KPIs 5. Track business milestones You can integrate other tools with your CRM, meaning that many of the programs you use on a day-to-day basis will be just a few clicks away from your CRM sales dashboard, or even a part of it. With these integrations, you can get more qualified leads to your sales team, help them automate their sales activities and drive more leads through the pipeline so they become customers. Just a few of the tools you can integrate with a quality CRM include: • Business email marketing • VoIP and calling software • Accounting and invoicing • Analytics and data visualizations • Chatbots and messenger apps • Task and resource management • Customer support • Marketing automation So, what is CRM good for? Well, with the right CRM you can manage your lead relationships from first contact all the way to repeat deals. You can actively track and monitor your team's success and find out who is struggling, then use the data to help them improve. You can accurately forhttps://www.youtube.com/watch?v=Yd3CNZL-o3Y602019-06-28T10:41:10Zhttps://www.pipedrive.com/en/crm/solutions/crm-distributorsweekly0.7https://i.ytimg.com/vi/v8jgivHxa_0/default.jpgHow We Run Our Sales Team Using Pipedrive's Kanban ViewAmondo founder Charlie Buckle uses Pipedrive's Kanban view to keep on top of his sales pipeline. The team works through the view in each of its sales syncs to track progress: 📊 Weighted pipeline value – expected revenue in the quarter ✅ Next tasks – what actions are due ⚠️ Rotting deals – identify any serious issues Charlie is the founder of Amondo, the content activation platform that helps organisations like New Balance, Dr. Martens and Universal Music leverage their brand content more effectively.https://www.youtube.com/watch?v=v8jgivHxa_0602026-02-03T15:39:38Zhttps://www.pipedrive.com/en/crm/integrations/crm-for-gmailweekly0.7https://i.ytimg.com/vi/xDKpMVxID1k/default.jpgGmail CRM Integration - Pipedrive Gmail ExtensionGmail's CRM Integration with Pipedrive The weapon of choice for salespeople is a Gmail Chrome extension! Bring speed and focus to your sales process when you connect the power of the Pipedrive CRM to Gmail. Get context when you need it. With this extension, you'll be able to access your Pipedrive contacts and deals without having to leave Gmail. The moment you click on any email, you'll instantly see your sales history with the contact, so it's easy to get the full picture before moving forward. Perform sales actions from Gmail with our integration From the comfort of your Gmail inbox, you can perform various sales-related actions. You can add new contacts, create new deals, add notes and activities in Pipedrive without having to leave Gmail. Daily activity to-do list Any scheduled sales activities will be summarized in a convenient daily list, so you can start each day with a clear overview of what you need to be focusing on right away. Not a Pipedrive member yet? Sign up for our free trial! No credit card required! What is Pipedrive? Pipedrive is a customizable sales CRM that makes complex and lengthy sales processes simple and smooth, and is dedicated to activity-driven sales methods. The moment you log in, you'll have a comprehensive visual overview of your sales pipeline and what activities you need to perform, so you can sell with certainty. We make salespeople unstoppable Pipedrive is a lightweight and light-touch CRM, for minimum input and maximum output. Emails, actions and tasks are tracked automatically. It keeps things moving, stops things falling through the cracks and kills the tedium of admin. It gets out of the way so you can do what you do best: selling! Sign-up for a 14-day free trial to Pipedrive: https://www.pipedrive.com/en/gettingstarted Subscribe to our channel: https://www.youtube.com/user/pipedrive?sub_confirmation=1 Read our blog: https://www.pipedrive.com/en/bloghttps://www.youtube.com/watch?v=xDKpMVxID1k1052018-01-11T08:53:19Zhttps://cdn.vidyard.com/thumbnails/47771675/2XfXeqpgDcsubShh2PV3RA.pngSync your tools with Pipedrive (Email, Contact, Calendar, Google Drive)If you're in sales then you probably send a lot of email, have a lot of contacts, and keep a calendar of scheduled sales activities. Whether you're using Google, Outlook, Apple, Yahoo, or just about any other provider, Pipedrive will sync with all of them. The benefits of this will become apparent as you work since your scheduled sales activities will sync with your day to day calendar - and this allows you to get the full benefit of the Scheduler tool.https://pipedrive.hubs.vidyard.com/watch/dbE4qFhNPfwJ2sMSkpLTMq1812020-04-21T00:42:35.000Zhttps://i.ytimg.com/vi/NE9CrWxWNCE/default.jpgSales Email Templates - PipedrivePipedrive’s sales email templates feature will help you save time and engage your leads and prospects. Once you’ve synced your email, then you can access your work emails from inside Pipedrive, and even send them directly from Pipedrive. Watch how to sync your emails in this video: https://www.youtube.com/watch?v=UACqTK6jCD4 There are sales email template categories, so that you can nail your email templates strategy. You can even create your own email templates to work for your business or industry. You can also share your custom templates with other people on your business’s Pipedrive account. For more sales templates, check out our article on email follow-ups: https://www.pipedrive.com/en/blog/sales-follow-up-email-templateshttps://www.youtube.com/watch?v=NE9CrWxWNCE1222019-09-13T01:51:41Zhttps://www.pipedrive.com/en/crm/integrations/crm-integration-servicesweekly0.7https://i.ytimg.com/vi/u3HHbKVmaas/default.jpgOutfunnel — connect Pipedrive with your marketing tools.Connect Pipedrive with all your marketing tools, deeply and easily. It's not very exciting, but it is extremely useful. Video production: SeidlerDesign OÜ Original illustrations: Kaisa Holstinghttps://www.youtube.com/watch?v=u3HHbKVmaas592021-06-17T13:43:01Zhttps://i.ytimg.com/vi/SNnyt5xlUkM/default.jpgPipedrive Quickbooks integration - Manage Invoices Directly From PipedriveInstall the Pipedrive Quickbooks integration today: https://www.pipedrive.com/en/marketplace/app/quick-books/06b965569cd0584e?utm_source=youtube&utm_medium=ownedsocial&&utm_content=SNnyt5xlUkM&utm_term=description Learn the fundamentals of Pipedrive, Sales and CRM: https://learn.pipedrive.com/?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=academy&utm_content=SNnyt5xlUkM&utm_term=description With the Pipedrive - Quickbooks integration app, you can spare endless email communication with your accountants as well as the switching between the Pipedrive and Quickbooks apps by creating invoices from Pipedrive’s deal details view. - Invoice creation and sending - Contacts creation/link to Quickbooks contacts - Automatic Products creation/link to Quickbooks products - Pulling invoices from Quickbooks into Pipedrive - Aggregated invoicing data by contact - Updated statuses on invoices - Discover how the app can help you by giving you the necessary information to streamline your sales process and close deals faster! Note: Quickbooks API only allows one active connection at a time per account. Therefore, only one user can install it in Pipedrive.https://www.youtube.com/watch?v=SNnyt5xlUkM422022-04-07T18:22:33Zhttps://i.ytimg.com/vi/vMhAWa9Vcvg/default.jpgSalesGang - Sales Analytics for Pipedrive CRMIntroduction of SalesGang Analytics in 48 seconds. It helps you to better manage your pipeline and the team in Pipedrive CRM. Ideal for sales directors and managers. Try free version at https://app.salesgang.io/sign/uphttps://www.youtube.com/watch?v=vMhAWa9Vcvg482023-04-11T16:16:44Zhttps://i.ytimg.com/vi/nKcUJzwOGYY/default.jpgHow to integrate Pipedrive and LinkedIn with SurfeGet Surfe today! https://try.surfe.com/n7g2syb7638o In this video, learn how to connect LinkedIn to Pipedrive using Surfe. The Surfe Chrome extension allows you to easily create new contacts, leads and deals in Pipedrive, sync note, tasks and messages, and it even works with the LinkedIn Sales Navigator. 0:00 - Introduction 0:59 - Setting up Surfe 1:57 - Adding profiles to Pipedrive 4:18 - Creating notes and activities 5:29 - Creating a new deal 7:19 - Syncing LinkedIn Messages 9:33 - Importing leads from Sales Navigator 10:20 - Settings and pricing 12:02 - Outro Need help with Pipedrive? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/pipedrive Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request-a-quote/ Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level » https://minorco.com/pipedrive Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletterhttps://www.youtube.com/watch?v=nKcUJzwOGYY7502023-10-19T21:20:58Zhttps://www.pipedrive.com/en/crm/solutions/crm-resellerweekly0.7https://cdn.vidyard.com/thumbnails/21361039/us7CS7PfAKT17KsCdO4gnQ.pngCampaigns: Drag-and-Drop EditorCampaigns: Drag-and-Drop Editorhttps://pipedrive.hubs.vidyard.com/watch/vogAbi9MgYErT2Qpr8SzeR2532021-10-14T10:34:41.000Zhttps://i.ytimg.com/vi/XC2G0ZGmo-A/default.jpgWelcome to Pipedrive! Onboarding TourSign-up for a 14-day free trial to Pipedrive: https://www.pipedrive.com/en/gettingstarted Learn the fundamentals of Pipedrive, Sales and CRM: https://learn.pipedrive.com?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=academy&utm_content=XC2G0ZGmo-A&utm_term=description Subscribe to our channel: https://www.youtube.com/user/pipedrivehttps://www.youtube.com/watch?v=XC2G0ZGmo-A662022-05-04T13:50:10Zhttps://www.pipedrive.com/en/crm/solutions/framework-crmweekly0.7https://cdn.vidyard.com/thumbnails/45368373/VpsI-5nTx2QQ8IRxodeFew.pngGroup emailingThe group emailing feature is only available on Advanced and higher plans. Group Emailing enables you and your team to send the same email to large groups of your leads. You may want to send a group email like this to: - Begin important initial conversations with your leads in order to get the ball rolling and begin closing those deals - Notify your leads of any changes in your product offering or privacy policy - Send a regular newsletter to everyone on your leads list The Group Emailing function is available in the following places in Pipedrive: - The List View of the Deals tab - The List View of the Contacts tab - The List View of the Activities tab - The Timeline view of the Contacts tab Once multiple contacts are selected in any of the places listed above, the option to send a group email will appear. You can select up to one hundred contacts for just one email.https://pipedrive.hubs.vidyard.com/watch/JhLPKf7SJioBb79Bp94MYw1272020-04-21T00:35:46.000Zhttps://www.pipedrive.com/en/crm/solutions/crm-strategyweekly0.7https://cdn.vidyard.com/thumbnails/11173115/RxEBtZdGhZE3BcidszVTtQ.pngLeadBooster SuiteLeadBooster Suitehttps://pipedrive.hubs.vidyard.com/watch/EHgW7BvyFELjuLPhXdWBys832020-09-18T06:45:39.000Zhttps://www.pipedrive.com/en/crm/setup/google-sheets-crm-templateweekly0.7https://cdn.vidyard.com/thumbnails/45116911/GwZRVlCTkLKOn10qt9GAxg.pngImport from a spreadsheetImport from a spreadsheethttps://pipedrive.hubs.vidyard.com/watch/y5HxrbuSNjtq5doAEL5r5U2832020-04-09T19:23:48.000Zhttps://www.pipedrive.com/en/crm/setup/how-to-switch-crmweekly0.7https://i.ytimg.com/vi/ViGR8nf1gBk/default.jpgHow to Use Import2 for PipedriveUsing Import2 to migrate data from your CRM into Pipedrive is as simple as a few clicks. Watch how!https://www.youtube.com/watch?v=ViGR8nf1gBk1552024-09-18T01:05:38Zhttps://www.pipedrive.com/en/crm/features/improve-user-experienceweekly0.7https://cdn.vidyard.com/thumbnails/39193984/w_8ZBgtQUb_61WQ1e7TPiA.pngPipedrive's mobile appPipedrive's mobile apphttps://pipedrive.hubs.vidyard.com/watch/Dg4nNUR9b2Bz4U3V7k2gyX5562023-10-03T09:50:38.000Zhttps://www.pipedrive.com/en/crm/features/crm-warehouse-managementweekly0.7https://cdn.vidyard.com/thumbnails/spacer.gifDeal forecast viewA good sales forecast helps you accurately estimate how much money you’ll make in the future, based on how much money you’ve made—as well as other internal and external factors, like seasonal slumps and increased marketing spend. Forecast sales more accurately with Pipedrive, using the Sales Forecast View. Forecast sales and forecast performance in the future directly from Pipedrive, using Pipedrive’s great data.The Forecast View will use the close date and value of a deal to forecast how much revenue your business will bring in. Check it out in Pipedrive now: https://www.pipedrive.com Read more about how to sales forecast in our article: https://www.pipedrive.com/en/blog/sales-forecasthttps://pipedrive.hubs.vidyard.com/watch/d8zcWXs5ejQdiRXmuq1Txn1222020-04-21T00:42:33.000Zhttps://cdn.vidyard.com/thumbnails/40328106/AtOGzrSptbJVEd5WLjs7xQ.pngProductsCreate a customizable catalog of your company's goods including costs, notes and more. The Products feature (beta) will enable you to create a catalogue of products including variations and apply them to your deals.https://pipedrive.hubs.vidyard.com/watch/bv4o32ACE9UiSPWR5YgjL24972020-04-09T19:23:22.000Zhttps://cdn.vidyard.com/thumbnails/47365756/5PJQV024rC38e53g6BFkQg.pngGetting started with AutomationsGetting started with Automationshttps://pipedrive.hubs.vidyard.com/watch/kXfeyknb73U6TqdbaDgbXA2262020-04-09T19:24:24.000Zhttps://www.pipedrive.com/en/crm/data/customer-data-platformweekly0.7https://cdn.vidyard.com/thumbnails/47312308/CVx5zKuZMRFYbGK4rYC1zw.pngHow your data is organizedHow your data is organizedhttps://pipedrive.hubs.vidyard.com/watch/qsnmyoYU9MRe9gJG3KwZaw1872020-04-09T19:24:35.000Zhttps://www.pipedrive.com/en/crm/solutions/outlook-crmweekly0.7https://cdn.vidyard.com/thumbnails/27955079/AEtKXrIiw_RfyYSP55SsjyNFhqlTTys3.gifCampaigns PromoCampaigns Promohttps://pipedrive.hubs.vidyard.com/watch/euyWBHSjtiiXCfKAVYFJ84392022-05-20T10:20:37.000Zhttps://www.pipedrive.com/en/crm/solutions/outreach-salesweekly0.7https://i.ytimg.com/vi/SaFzioaLieI/default.jpgBuilding Cold Sales Outreach Campaigns That Get 10-30% Reply RatesRelevance, social proof and a killer call to action are the three pillars of successful sales outreach. In this video, Avalanche founder and email expert Naeem Alvi-Assinder explains how to build winning campaigns. From finding information that makes emails feel "warmer" and developing believable social proof points to crafting a compelling offer. Avalanche helps agency leaders build sustainable and predictable sales pipelines.https://www.youtube.com/watch?v=SaFzioaLieI1382026-02-03T15:40:15Zhttps://www.pipedrive.com/en/crm/features/workflow-automationweekly0.7https://cdn.vidyard.com/thumbnails/35613731/UqcfyvNdnPWWh0RBOaaceQ.pngAutomatic assignment - TutorialAutomatic assignment - Tutorialhttps://pipedrive.hubs.vidyard.com/watch/kyDf5MqMdwHfLoh8nC9Hfk3212023-04-06T18:52:53.000Zhttps://cdn.vidyard.com/thumbnails/48675941/mzk4-hnBCL2coUhr8NZuMw.pngPulse Tutorial - SequencesPulse Tutorial - Sequenceshttps://pipedrive.hubs.vidyard.com/watch/Ys1kU7UHHssJ5bmVfkoypS3372025-06-16T15:52:40.000Zhttps://i.ytimg.com/vi/dUPfhhpZxaM/default.jpgThe CRM Automations That Save Us 10 Hours A WeekPipedrive customer Charlie Buckle explains how CRM automations save his sales and accounts team time. Learn how his team uses 25-30 Pipedrive automations to format and find data and run repeatable processes. The team also developed a standardised process to transfer projects from salespeople to their customer success team using Pipedrive's Project Management automation: https://www.pipedrive.com/en/products/project-management-software/project-management-automation Charlie is the founder of Amondo, the content activation platform that helps organisations like New Balance, Dr. Martens and Universal Music leverage their brand content more effectively.https://www.youtube.com/watch?v=dUPfhhpZxaM1012026-02-03T15:39:38Zhttps://www.pipedrive.com/en/crm/solutions/energy-crmweekly0.7https://i.ytimg.com/vi/ytnN3l-DwMI/default.jpgHow to Set Up Your Sales Pipeline💰 - Pipedrive CRMSign up for a 14-day free trial to Pipedrive: https://www.pipedrive.com/en/gettingstarted?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=learning&utm_content=ytnN3l-DwMI&utm_term=description 0:22 Adding Deals 0:47 Your Sales Process 1:08 Sorting Deals 1:20 Customizing Your Pipeline 1:55 Stage Probability 2:18 Deal Value 2:28 Deal Probability 2:45 Deal Rotting 3:13 Filters In this tutorial, you’ll learn how to manage your deal stages in Pipedrive. You’ll see how to add and move deals, customize pipelines, set deal probabilities, and use features like deal rotting alerts and transferring deals. You’ll also learn how to filter your pipeline to keep it organized and focused on the most important deals. This will help you streamline your sales process and stay on top of your activities. Watch a full Getting Started Video course here: https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=learning&utm_content=ytnN3l-DwMI&utm_term=description Subscribe to our channel: https://www.youtube.com/user/pipedrivehttps://www.youtube.com/watch?v=ytnN3l-DwMI2292024-08-02T18:05:55Zhttps://www.pipedrive.com/en/crm/integrations/leadfeeder-automation-pipedriveweekly0.7https://i.ytimg.com/vi/LPhc1ewgqX0/default.jpgLeadfeeder's new Automation feature for PipedriveProspect Pipedrive leads with Leadfeeder’s new automation feature. bit.ly/leadfeeder-pidedrivehttps://www.youtube.com/watch?v=LPhc1ewgqX01672019-03-18T12:59:56Zhttps://www.pipedrive.com/en/crm/integrations/migrate-salesforce-to-pipedriveweekly0.7https://i.ytimg.com/vi/ViGR8nf1gBk/default.jpgHow to Use Import2 for PipedriveUsing Import2 to migrate data from your CRM into Pipedrive is as simple as a few clicks. Watch how!https://www.youtube.com/watch?v=ViGR8nf1gBk1552024-09-18T01:05:38Zhttps://www.pipedrive.com/en/crm/solutions/series-c-funding-pipedriveweekly0.7https://cdn.vidyard.com/thumbnails/10024706/mDumiS_CCNmgLo42fnAmlxuzX-H-GNcC.gifTimo deep breath.mp4Timo deep breath.mp4https://pipedrive.hubs.vidyard.com/watch/FF9mAMYo9mSdJc8D6KmXLN22020-07-22T20:39:41.000Zhttps://cdn.vidyard.com/thumbnails/10024702/w1hN-9HxwkAGH-btOAqZBCPnnlJdJ1V8.gifThank you - London (1).mp4Thank you - London (1).mp4https://pipedrive.hubs.vidyard.com/watch/94NjxuTtPuUp85jFEiKjDi12020-07-22T20:39:40.000Zhttps://cdn.vidyard.com/thumbnails/10024704/Kl13v_t_PWIfsCasiiOEztJoI9xwYyOe.gifHappy dance - Tallinn (1).mp4Happy dance - Tallinn (1).mp4https://pipedrive.hubs.vidyard.com/watch/xTh3XJ395eLyV2DaMsvBWW22020-07-22T20:39:40.000Zhttps://cdn.vidyard.com/thumbnails/YshjdsnSzJQyOOiTyRL0AA/aeaa8ea7af110fdfebded2.jpgPoint thank you - Tallinn.mp4Point thank you - Tallinn.mp4https://pipedrive.hubs.vidyard.com/watch/ywW3wGbY37yBGLzdMhmcp212020-07-22T20:39:36.000Zhttps://cdn.vidyard.com/thumbnails/10024701/nk7iFsqyhIx1jImmPJOTekU-rPDnvq2b.gifFalcon kick!!! (2).mp4Falcon kick!!! (2).mp4https://pipedrive.hubs.vidyard.com/watch/6HWfK57iBJ9PtQb8wF8VwU32020-07-22T20:39:40.000Zhttps://cdn.vidyard.com/thumbnails/10024699/8cTbwlIeMDmUIYAboVXdsTGYgagoQrmo.gifBig hug - Lisbon.mp4Big hug - Lisbon.mp4https://pipedrive.hubs.vidyard.com/watch/VVssYVj6zP7bHt3cXoLsjY22020-07-22T20:39:37.000Zhttps://cdn.vidyard.com/thumbnails/10024703/3CvLj-zgw9vIvrIG1W47dcnwszjyWNga.gifThumbs up - Tallinn.mp4Thumbs up - Tallinn.mp4https://pipedrive.hubs.vidyard.com/watch/qds2WfkZ4b4KrH6b4egoS242020-07-22T20:39:40.000Zhttps://cdn.vidyard.com/thumbnails/10024700/i609AZ6WwMNN7DIqj4vtb5rNazhEp_j_.gifBow - Lisbon.mp4Bow - Lisbon.mp4https://pipedrive.hubs.vidyard.com/watch/bQjCQzLJPPEEUUzfr4vF7e22020-07-22T20:39:38.000Zhttps://cdn.vidyard.com/thumbnails/10024705/VxjhhMeOk-JdAqm1ZZnmo4RjymyM9Ji7.gifJogging (Laurence) - London (1).mp4Jogging (Laurence) - London (1).mp4https://pipedrive.hubs.vidyard.com/watch/VuDjeCi9ciJf65JqjnNB1942020-07-22T20:39:41.000Zhttps://www.pipedrive.com/en/crm/features/excel-crmweekly0.7https://i.ytimg.com/vi/XC2G0ZGmo-A/default.jpgWelcome to Pipedrive! Onboarding TourSign-up for a 14-day free trial to Pipedrive: https://www.pipedrive.com/en/gettingstarted Learn the fundamentals of Pipedrive, Sales and CRM: https://learn.pipedrive.com?utm_source=youtube&utm_medium=ownedsocial&utm_campaign=academy&utm_content=XC2G0ZGmo-A&utm_term=description Subscribe to our channel: https://www.youtube.com/user/pipedrivehttps://www.youtube.com/watch?v=XC2G0ZGmo-A662022-05-04T13:50:10Zhttps://cdn.vidyard.com/thumbnails/45116911/GwZRVlCTkLKOn10qt9GAxg.pngImport from a spreadsheetImport from a spreadsheethttps://pipedrive.hubs.vidyard.com/watch/y5HxrbuSNjtq5doAEL5r5U2832020-04-09T19:23:48.000Z