Stay on top of things with mentions feature
Need to communicate something to a specific member? Now in Pipedrive it’s as simple as putting the “@” symbol and the name of the person you want to communicate with or let them know about a change in some part of your process, document or annotation.
Mentions are a way of “tagging” a person by means of the “@” symbol. When you use it, the names of your team members will be displayed in a list and you will be able to find them much more easily. Once you have tagged and sent the message, your colleague will receive a notification and will have the possibility to reply back to you.
Unlimited use of the Planner for LeadBooster users
As a Leadbooster user, you have unlimited access to the Planner features regardless of the Pipedrive plan you are on.
What is the Scheduler? It is one of the best and most popular tools in Pipedrive that allows you to organize all your meetings with your prospects by sending out invitations for those meetings as well as following up on conversations via emails.
How does it work? If your client has been qualified, you can send him a calendar invitation with your availability, once he selects an option from your availability, your meeting is automatically synchronized with your calendar and saved as an activity in your Pipedrive account.
Enhanced Smart Docs
With Smart Docs, document management couldn’t be simpler and more efficient.
One of its great features is the ability to set up templates that you can reuse to save a lot of time and give coherence to all your documents simply by using your favorite Google productivity applications, such as Slides and Sheets.
You can also upload and share quotes, proposals and contracts in PDF format and create a link to request digital signatures and receive notifications when each of your documents is opened.
That’s not all! If you are a Professional and Corporate plan user you can remove the Pipedrive logo from your documents.
Smart Docs is already available for Professional and Corporate plan users, in the case of Basic and Advanced plan users, they can add it to their monthly subscription as an add-on for USD 32.50 per month.
Your favorite integrations are in Pipedrive
Pipedrive understands your passion for other tools and also how useful they are to perform your day to day, that is why they launched a series of integrations of applications such as Trello, Microsoft Teams, Zoom, Pipechat, Zappier, Contract Magic or Wiza.
Enter the marketplace and discover among the 300 apps your favorite ones to work with Pipedrive.
Better management of your reports and dashboards with customized sections
Need to make data access easier for your team that handles a large number of reports? The Advances feature gives you the ability to have customizable sections: grouping reports into sections, removing obsolete reports in bulk at the time as well as renaming sections to be consistent with your sales process.
How to do it? Very simple! Drag and drop reports and panels into the section you have just created and then access it by selecting the section in the navigation menu under Advances.
Prospector credits at no cost each month to expand your customer base
If you are already a LeadBooster user you have access to 10 Prospector credits at no cost per month so you can find new leads and grow your business.
You can use your credits to reveal verified emails, phone numbers or social networks from a database of 400 million profiles.
Don’t worry about that, the credits are already preloaded to your LeadBooster subscription. If you want to add more, you can add them to your subscription as often as you wish, remember that the more credits you add per month, the lower the cost per credit in general.
Workflow Automation Upgrades
Pipedrive has updated the Workflow builder making it much simpler and more comprehensive on the subject of sales channels and their present and future movement.
With this update you can configure the actions of the sequences in the order you consider best, in addition to the possibility of adding due dates to the activities.
Need fewer steps? Select one of the templates containing the most common workflows and start working without time constraints.
In Avances it is possible to define your income forecast objectives
What could be more useful than creating goals? With Pipedrive it is possible, you can set goals based on the revenue you decide and follow up on them both you and your team.
The data is based on the estimated closing date, however you have the ability to edit the date ranges of reports and dashboards to have more control over your estimates. Want more customization? You bet! You can delimit specific time periods for your general reports and dashboards in Advances with the option to edit the date.
If you are a user of Professional and Corporate plans, you can already use these tools from Avances.
Don’t forget any mail, program it in Pipedrive!
Users of the Advanced, Professional and Corporate plans can now enjoy email scheduling to never let a proposal go cold again.
You no longer have to worry if an email has to be sent at a specific time or date, even if you are not in the office, with Pipedrive you can schedule emails to be sent at the time you need, no matter if they are customer follow-ups or tasks for your colleagues, you can always send them at the exact time .
Despite all these wonders that Pipedrive offers, haven’t you tried it yet?
If you want to try Pipedrive 30 days free of chargeenter this promotional code when you create the account: pdp-vilarroig. And to create the account, follow this link. You can also contact us to help you in choosing or accelerating the use of Pipedrive if you are already using it.
