Private Filters aka How to Reduce Noise in Your Filters List

Filters in Pipedrive let you create various types of reports about deals, organizations, people and products. They’re helpful for finding specific data like “Deals closed last month” fast.

Historically, all Pipedrive filters have been publicly shared across all users in a company.  This works perfectly fine in a small team where the number of filters is low and they’re easy to find. In large teams, however, it means trouble – if everyone’s filters are visible to everyone then there’s a lot of noise, and finding either your personal filters or the filters you need to use becomes slow and cumbersome.

To rectify this, we created Private Filters that allow you to find your personal filters with ease without having to create “named filters” anymore. With Private Filters, it’s easy to view the filters you’ve created without needing to scroll through a list containing dozens or hundreds of irrelevant ones. You can easily create new filters without littering everyone else’s view. (more…)

4 Things That Stop Clients from Signing Your Sales Proposals

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This is a guest post by Mikita Mikado, the Co-Founder & CEO of PandaDoc

It’s frustrating. You spent hours building the perfect proposal, sent it to the client – who seemed invested – and hear nothing back.

I know this frustration first hand. Prior to founding PandaDoc, I ran a web development company together with my co-founder Serge, handling contracts and proposals on a daily basis. The process was tedious – copying and pasting client data from CRM, looking for relevant testimonials and case studies, and dealing with Excel to calculate development costs. After spending hours on those documents, we didn’t know if the clients had spent enough time on reading them, or if they had even opened them.

Yes, we’re selling into a marketplace flooded by sales messages and advertisements everywhere we turn. It’s no wonder some sales proposals collect dust in inboxes while “more urgent” matters are addressed, and others are dragged straight to the trash.

Here’s what’s holding your client back from signing and what you can do about it: (more…)

How to Define a Sales Pipeline? SeamlessDocs Tracks Cold, Warm and Hot Leads in Separate Pipelines

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All leads are not created equal – some are hot, some are cold, and some are in between. To close them, you need to take different approaches for each one.

A company that has this figured out is SeamlessDocs, which helps organizations convert any PDF into a smarter online documents and provides them with e-signature software. They have 3 different and highly detailed sales pipelines for hot, cold and warm leads, which their Analysts and Associates use once they take over from Sales Development Reps.

We talked to VP of Business Development Marc Ende, who told us about their extremely detailed approach and about the importance of calling their prospects.


Seamlessly Call Your Customers from Pipedrive with the Kixie Integration

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The importance of calling your prospects can’t be overstated. It’s a surefire way to find out their needs and close deals.

How important exactly? For SeamlessDocs, 90% of the conversations that take place right before a sale happen on the phone.

Their reps live in Pipedrive, so it made sense for them to use a phone service that centralized their team’s activity in one place.

Kixie is a better business phone service for sales teams, and you can call customers directly from Pipedrive by using the Kixie integration.  The company allows you to automatically create new contacts in Pipedrive, and sync all your Pipedrive call records and recordings from your desk phone and cell phone. (more…)

Powerful Filtering of Contacts and Deals With the New List Views

Here’s the video about what’s changed in Pipedrive’s List views