We have lots of standard “admin” tasks that need to be completed when we set up a new client. Is there a way to automate this?
We haven’t built IF … THEN … logic into Pipedrive because no good software can include all good feature ideas. Luckily the good people over at Torpio have built a service that lets you add automation tasks in Pipedrive, and in other software.
What you can do with Torpio
Torpio lets you easily add functionality and integrate cloud apps such as Pipedrive. For example:
- create a set of Tasks in Pipedrive when a deal reaches a certain stage. So when when a deal is moved to “Verbal YES” stage, tasks “Prepare contract” and “Schedule training” can be created automagically.
- have other software get busy when a deal reaches a certain stage. For example, you can create an invoice in Freshbooks when a deal has reached a certain stage in Pipedrive. (And vice versa eg. create a Pipedrive Task when someone has completed payment)
- create automation tasks in other pieces of software, completely unrelated to Pipedrive. You could collect events from your website and trigger emails in whatever marketing system when the same person visits a page a couple of times. Or send an administrator an email every time an invoice is automatically created, with access to a form to update the line items and then actually send the invoice.
Different tools for different types of connections and automations
Torpio lets you create more elaborate connections, and automate Tasks within Pipedrive.
Many of our users that need more basic connections, love Zapier. This service lets you create connections between different software extremely super easily. For example: if someone signs up to your newsletter via MailChimp, that person can automagically be added to Pipedrive as a new deal. We’ve written about Zapier before.
If you need something completely bespoke, you’re welcome to roll up your sleeves and build your own features and connections, using our sales software API.
We’ve been hiding a secret from you. Not in the worst kind of way, it’s just that we rolled out a new feature some months back which we haven’t yet told you about. But first a bit of background.
Why do deals sometimes go ‘rotten’
I’ve sold big-ticket trainings for a good chunk of my career. We hadn’t built Pipedrive then, and our “CRM” sucked big time, so I visualized my sales pipeline on my office wall, using orange post-it notes. It was on the wall facing the sun, so in summer the color of the post-its started to fade after about 2-3 weeks. Incidentally, this coincided with the maximum length of a healthy deal. If I hadn’t closed a deal in 3 weeks, I had a very slim chance of closing it at all. The deals on faded post-it notes had gone ‘rotten’.
Deals sometimes go ‘rotten’ when intent and circumstances on the buyer side are weak, but more often than not they go bad when a sales person doesn’t do the job of following up very well. This may mean asking qualifying questions like “do you have all the information to make the decision this week”, or simply failing to pick up the phone at the right time.
‘Rotten’ deals in Pipedrive show the deals you need to work on
The ‘rotting’ feature is designed to keep your sales pipeline lean and healthy. It works essentially as a visual reminder that the deals that have not been touched for a good period of time could use a little attention. Once it’s enabled and configured, your main pipeline will display a red hue over the deals that have remained idle for awhile. So it’s a bit like post-it notes starting to fade.
You can choose the number of days that will trigger deals to be displayed as ‘rotten’ for each stage in your pipeline. For example, you could set up your pipeline to have deals rot in your first stage after 5 days of inactivity, and have your deals rot after only 2 days of inactivity in a different stage of your pipeline.
We are building the fastest, easiest and most useful deal and sales management software ever. We’re already loved by more than 30,000 users from 113 countries and we’re competing with the biggest players out there. With our multitalented team Pipedrive has grown over a 100% with the last year, gotten over 3 million in funding and received rave reviews from the likes of TechCrunch and Wall Street Journal. We believe talented people do grow on trees, but only if those trees are well taken care of. On that note we are looking for a…
CHIEF TALENT OFFICER
The job is to recruit amazing people and increase our employees average blank-to-smiling-face ratio by 30-40%. The science behind it simple – happy people build a better product.
Some of the jobs ingredients: Establishing a recruiting and interviewing process Counseling founders and managers on candidate selection Establishing orientation and training programs Creating an extremely employee friendly work-environment (we’d like to win at least one award in this category)
We require you to Be a people person, naturally Have significant recruitment experience (we really mean significant) Have a good track record in making people happy (and keeping them happy) To be based in Estonia, but willing to travel Be fluent in spoken and written English (speaking Russian is a plus) Assist VP of Engineering with office surprise breakfast Love dogs
What we have to offer A good benefits package: motivational base pay, company’s stock options MacBook Air to work with No corporate bureaucracy To work in one of the coolest offices in Estonia Be part of the next success story out of Estonia Lots of test subjects (we’ve got 35 employees already!)
If this is something for you, please get in touch via email@example.com. Send your resume (in English) or link to your LinkedIn profile and please add a few lines on why we should pay extra attention to your application.
This works great for teams sitting in the same room, but in this day and age an increasing number of teams is spread around the world and/or with people out on the road.
Buying a portable gong for each team member is hardly a solution, so we’ve built an electronic sales gong. You can connect it to your Pipedrive account and let it chime whenever someone marks a deal “Won” (or “Lost”) in the relevant pipeline. Here’s a quick demo:
This prototype sports a Raspberry Pi board inside and a 3W speaker, so it serves its purpose well in a small or medium-sized office. If you’d like the whole floor to hear about closed deals, there’s a headphone jack connection available as well.
Would you like an electronic gong?
We built this prototype for fun with help from hardware specialists at Krakul. While we can’t pretend to know a lot about devices, we’re happy to make more of those if people like them.
Because there’s a Raspberry PI inside the prototype, and because the device is hand-made, the price for the prototype version is around $100-150. If more people are interested, the price drops to $50 or so. If you’d like one, please show your interest via this form. And if you have any feedback or ideas, please use the form or add your comment below.
Pipedrive has been of a rare breed of sales software companies with plan-based pricing. While this has worked ok, many customers felt they were paying for seats they didn’t need and others worried about the significant increase in price if the maximum number of people within their plan was reached.
We’re thus switching to seat-based pricing from January 1st 2014 – a straightforward $9 (or €7) per seat per month. This price level reflects our belief that sales software should be affordable for all organizations.
There are good economical benefits for all parties involved. For one thing, it’s simpler – you’ll only pay for what you use and you’ll have more flexibility adding or removing people to your account without worrying about the cost. And from our point of view, this helps us monetize our customer base in a more fair way and reflect this in our investments into our product as well as support functions.
Please note that if you’re happy with the number of people available with your current plan, and don’t plan to add or remove people any time soon, you don’t need to switch to seat-based pricing. Your Pipedrive account will continue to work without interruption and your monthly charge will remain the same.
If you currently have a free trial account with us, and you like the plan-based pricing better, we advise to enter your payment details before Dec 31st 2013. And if you have any comments or questions, please get in touch.
We are building the fastest, easiest and most useful deal and sales management software ever. We’re already loved by more than 30,000 users from 113 countries and we’re competing with the biggest players out there. With our multitalented team Pipedrive has grown over a 100% with the last year, gotten over 3 million in funding and received rave reviews from the likes of TechCrunch and Wall Street Journal. It’s a little known fact, but Pipedrive is not only built on ones and zeros. On this note we’re looking for a hardcore…
The job is to earn the trust of numbers and become their supreme leader.
Coordinating and preparing the monthly revenue recognition schedule
Assisting with coordinating, and planning audits and tax preparations with our public accounting firm, including the compilation and preparation of supporting schedules, work papers, and financial reports related to areas of responsibility
Ensuring the timely and accurate compilation of monthly, quarterly & year-end accounting data
Supporting US Controller in establishing and monitoring proper accounting policies and procedures
Designing operational procedures and workflow processes that meet audit standards and improve efficiency
Knowledge and understanding of internal controls
Preparing monthly internal financial statements and assist the financial analyst in preparing the management discussion/analysis
Being responsible for forecasting balance sheet and cash flows in conjunction with the Financial Analyst
5+ years of work experience in an accounting or finance capacity, preferably within a high-growth SaaS company
Undergraduate degree in accounting or finance
Knowledgeable in IFRSA
Technical accounting skills, intercompany experience and revenue recognition skills
Solid experience with general ledger, managing financial audits, tax, month-end and year-end close, revenue
Proficient with Microsoft Excel
Strong interpersonal, organizational, oral and written communication skills required
Detail oriented, strong analytical and judgmental skills, ability to detect inconsistencies in data
Ability to work with minimal supervision
Strong analytical and technical accounting and tax knowledge
Self-starter with great time-management skills
Ability to multi-task in a fast paced environment
Be fluent in spoken and written English
To be based in Tallinn, Estonia
What we have to offer:
A good benefits package: motivational base pay, company’s stock options
MacBook Air to work with
No corporate bureaucracy
To work in one of the coolest offices in Estonia
Be part of the next success story out of Estonia
Lots of numbers
If this is something for you, please get in touch via firstname.lastname@example.org. Send your resume (in English) or link to your LinkedIn profile and please add a few lines on why we should pay extra attention to your application.
We are building the fastest, easiest and most useful deal and sales management software ever. We’re already loved by more than 30,000 users from 113 countries and we’re competing with the biggest players out there. With our multitalented team Pipedrive has grown over a 100% with the last year, gotten over 3 million in funding and received rave reviews from the likes of TechCrunch and Wall Street Journal. To keep our winning streak we are looking for a…
The job is to manage all the work with Pipedrive’s translations. Sounds a little egotistical, but we want the non-English speakers to love us as well!
What’s needed to make the magic happen? Creating and managing the process of localization (both website and content) Finding translators and helping them with their questions Finding locals to write content in their native language Contextual analysis Quality control
We require you to Have significant work experience as a translator or as a localization manager Be fluent in spoken and written English (97% of the customers are outside Estonia). A second foreign language would be recommended. Have good copywriting skills To be based in Estonia
What we have to offer A good benefits package: motivational base pay, company’s stock options MacBook Air to work with No corporate bureaucracy To work in one of the newest & coolest offices in Estonia with a unique interior design Be part of the next success story out of Estonia Lots of new friends (we’ve got 30 employees already!)
If this is something for you, please get in touch via email@example.com. Send your resume or link to your LinkedIn profile and please add a few lines on why we should pay extra attention to your application.
We had an outage of our core services (application and REST API) between Mon 00:35 AM – 2:35 AM UTC / Sun 4:35 PM – 6:35 PM PST time. Customers who tried to use Pipedrive received a 502 error message. The service is now restored, and I am very sorry for the trouble this caused.
We worked hard on restoring the service, and also got back to those of you reaching out to us on customer support. In case you have any questions or concerns, feel free to get in touch.
There is no loss or damage to your data caused by this outage. This is because the problem occurred in one of our central accounts databases which contains only basic information about the accounts — but none of the actual content. Plus, this database is thrice backed up, as is all of our data.
For those interested in tech details — the issue started with a seemingly complete crash of the database server process. However none of the open connections got dropped, so not all of the alarms started ringing the moment the problem occurred. It took about the amount of connection timeout to start the alarm bells, and only after that we identified the problem had occurred somewhere much deeper than just the regular database service layer as the VM stopped responding after forcing a restart — in fact, the problems seem to have occurred as deep as on the KVM virtualization layer inside OpenStack. The exact cause is unknown for us at the moment but we escalated the issue to our service provider at Rackspace, and their senior technicians are investigating this. Meanwhile, we spinned up our services using the real-time backup that we have of this database, and things are working properly again.
We believe that the biggest benefit of Pipedrive is that it helps you focus. We hope you’ll agree it gives you an overview of ongoing deals and helps to pick the ones that need your attention today. And today we’re introducing another useful dimension to keep you focused – time period.
In sales, it’s bloody difficult to look ahead all the time
There’s a challenge in sales that almost everyone has faced to a larger or smaller extent. We spend most of the time trying to close deals that seem most likely to close. We’re handling calls, meetings, objections and the outrageous things competitors promise. And so we sometimes lose sight of the bigger picture: who should I be talking to hit my monthly quota, and what can wait until later. The result can be painful: missed goals for yourself or the team, and smaller pay checks.
Another issue that many sales people face is clinging on to the Really Big Deals at the expense of business-as-usual. Sure, closing a big one would make a big impact on the bottom line of the company and your bonus, but often the attention the big deals receive is at the expense of smaller, but much more probable deals. Only a few things are (professionally speaking) worse than realizing your Big Deal is lost or postponed to the next quarter, and that none of the smaller deals is ready to close either.
Thirdly, there’s the fact that sales people are “reset” at the end of each month (or quarter) – closed deals contribute to your salary, and the new month promises a $0 paycheck. Back when I was active in sales, this zero always affected my emotional state, turning me into a very different sales person at the beginning of each month. Not looking ahead can cripple your emotional state at the beginning of each month or quarter.
All in all, there are two important dates for every salesman. One is today – to do list, emails that come, calls you make and receive. And the other is the last day the month or quarter. (Same is true in life in a way). Being focused on today’s activities or the big picture only is a good start, this is more than most people can be bothered. But you really want to keep an eye on both because this is how you can achieve exceptionally good results. And now you can do this with Pipedrive.
The timeline view is like a crystal ball that lets you look into the future (and see what action to take)
Timeline view arranges all open deals by expected close date. It shows the sales you’ve already made this month, and all the open sales which you may be able to close this month. This gives you a very good idea of the likely sales result at the end of the month or quarter. If you’re not happy with the results so far, find a suitable open deal you can close next, or work on adding more open deals to your pipeline and enjoy a stronger next period.
The effect of using timeline view makes every salesperson a bit more like a sales manager. If you use both our pipeline view and the new timeline view, you can anticipate and answer almost any question a manager would have, and more importantly, you’d have the data to back your answers.
Managers can use timeline view as their main view in case they want to spare themselves from digging in too deep into individual or combined pipelines. Timeline view is perfect for leading regular meetings with the team and discussing when certain deals will close, what needs to be done to close them, or to close them faster, and identifying forecasts that are too optimistic.
This means you’ll always have a great idea what the sales results will be. This also means you can correct course before it’s too late. All in all, it helps to make sure your commission is what you’re planning it to be.
See Timeline View in action:
When to use Pipeline view and when to use Timeline view
The Pipeline View most of you know well is great for tracking daily activities and more “tactical” planning. The new Timeline View is great looking ahead a couple of times a week to cover your “strategic” planning. Then again, it’s built in a way that if you like one more than the other, you can have either as your main working view.
In Pipeline View, a drag and drop of a deal helps you advance it to the next stage of your pipeline, in Timeline View a drag and drop moves the close date of a deal to next month or quarter.
What do I need to do to use the Timeline View?
* Start using the “expected close” date field
* Customize. Each business is different. It may be that you can invoice your customers only after you’ve delivered or implemented your service or product. In other words, you may want to see your won deals arranged by ‘delivery’ or ‘implementation’ date. Feel free, Pipedrive enables you to change the date field the deals are arranged by.
In addition, some of you like to track your results and operate in quarters, and some in months – you can choose your preference. Similarly, it’s a matter of taste to place either won or open deals on top.
We’ve rolled out all new Pipeline view which looks almost just the same, but sports many improvements under the hood. Careful inspectors might also spot a bit of a facelift and a couple of new controls.
Long story short, about a year ago we realised that the technologies we had used to build our first web app would start limiting us at some point. For example, they didn’t allow real-time collaboration and limited adding functionality. So we decided to invest a good many man years into rebuilding Pipedrive from the ground up.
Some of you have been using the new web app for months already which has helped us iron out bugs and make sure everything works as planned. Starting from this week, all new customers have gotten access to the new web app by default and we have started migrating all of our existing customers over too. You need to do nothing to get switched over, and many of you might not even notice the difference initially. But the change brings good news for almost everyone.
What’s so good about the new web app
Real time collaboration. When multiple people in a team are working on the same deal, changes are displayed immediately and don’t require refreshing the page.
It’s notably faster. In the new web app, less data needs to travel between our servers and your computer.* Neither does the page refresh itself when you work with your deals.
Using filters is easier. You can create new filters straight from the Pipeline view, and preview them before actually saving. (More on that below.)
Better user experience on tablets. With the new web app, many more features work as you would expect them to.
A new feature: deal rotting! Deals are not like cognac and don’t get better with time. Deal rotting lets you set a ‘decay rate’ for deals, so it’s clear when to take action before your sure deals start emitting suspicious smells. Read more about deal rotting.
It works better with lots of pipelines. Having a lot of pipelines resulted in a lot of tabs in the top of pipeline view. We’ve now placed them in a drop-down next to filter selection in the upper right corner.
And best of all, the new technology platform lets us build some very cool features, so stay tuned for more updates soon. Please note that the new technologies have been fully deployed in Pipeline view only, so real-time collaboration is not yet active throughout all the different views. Expect us to do a makeover to other views soon.
Some tips and tricks for the new app:
Changing between multiple pipelines
You can use the drop-down in the upper right corner of the pipeline view to switch between different pipelines. This is different from the tabs that we had in the old version. Note that for each pipeline, we still remember the last filter you used in that pipeline. So when switching pipelines, the filter that you last used in that pipeline gets selected.
New drag and drop
When you start dragging a deal in the pipeline, we’ve changed the way you can mark deals lost or won. A new bar slides open from the bottom of the view, and it also includes a trashcan for deleting deals (that is, if you have permissions to do that.). If you have multiple pipelines, it also includes the option “Other pipeline” — simply drag the deal there to pull up all other pipelines and stages where you can then click or tap on the stage you would like to drop this deal in to.
Edit and preview filters
Click on any “Edit” button next to filter name in the filters drop-down, to modify the filter. Quickly apply the filter for a preview, and continue editing at any time until you’re happy with the result.
Whenever someone updates a deal so that it starts matching the filter you’re currently viewing, you’ll notice the new deal appear into your view, too.
Get a better picture of the upcoming activities
When you click on the activity icon next to any deal in the pipeline, you’ll get a better context of the upcoming activities regarding this deal. Tick any activity from the drop-down to mark them done.
The redesigned Add deal dialog
We completely redesigned the Add deal dialog to fit all your needs. Add products. Add as many custom fields and additional fields about the person and organization as you like. Or keep it super simple. It’s up to you. We’ll make sure it looks great in any configuration.
Here are some of the examples of the Add deal dialog with different configurations: