Pipedrive
Pipedrive

Pipedrive

expert
Stefan in 't Veld

Stefan in 't Veld

Replicable provides paid tool support for this tool. In 30 minutes, we'll solve your issue by helping you in a video call.

Schedule a support call today.

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Pipedrive
Pipedrive

Pipedrive sales CRM

Introduction

Pipedrive is a CRM created around activity-based selling, a certain type of sales methodology that revolves around scheduling, completing and tracking activities to close deals.

Pipedrive
Overview

Pipedrive is a CRM created around activity-based selling, a certain type of sales methodology that revolves around scheduling, completing and tracking activities to close deals.

What is Pipedrive?

Pipedrive supports small and medium enterprises in processes and activities related to sales. This tool has a specific focus on CRM- and profit management. The goal of Pipedrive is to help achieve goals with regard to sales, the tracking of productivity and the analyzing of results.

How does Pipedrive work?

Develop through Pipedrive so-called pipelines in which your sales processes are mapped out. Make use of existing templates or develop a completely self-personalized pipeline. Fill the pipeline with actions such as a meeting or the sending of an email. Pipeline keeps track of results and the wide offering of features and integrations support you in the optimization of your processes.

What can you use Pipedrive for?

  • Keep an overview during the closing of deals by e.g. adding the value of a deal and the expected closing data.
  • Manage leads and clients in an improved way. This can be done among other things, through the help of a special inbox, applicable forms for on the website and a chatbot.
  • Boost your email campaigns with a variety of smart features such as a system for the scheduling and automatic sending of emails.
  • Find more information on leads through Pipedrive and let the software estimate how 'warm' a lead is.
  • Improve clarity in your teamwork on the hand of shared documents in which goals and results are displayed.
  • Connect your account to by Pipedrive offered integrations such as Asana or Slack.
workflows

Pipedrive

workflows

Give new clients a warm welcome via a range of tools when they sign their contract. 

Bookmark link to add contacts to your newsletter in Mailchimp.

This workflow sends an email to the accountancy software with the instruction to create a new client.

Not all replies in Lemlist are opportunities. As you do not want negative replies to end up as deal in Pipedrive, we manually assess the replies in Lemlist. Positive replies are marked as opportunities. These are then pushed to Pipedrive as deals.

Push all replies from Lemlist to the lead inbox of Pipedrive. In the lead inbox you manually assess every reply and convert leads to deals if they are interested.

Turn your sales pitch into a template note and pin this to the deal when it enter a certain stage.

This workflow adds contacts to an email sequence to ask how the work you've delivered is progressing. Naturally, you can ask if they need any help.

This workflow automatically sends a postcard using Handwrytten to every new client.

This workflow adds new contacts to your newsletter subscriber list in Mailchimp. Optionally, this includes a double opt-in email loop.

This workflow adds contacts to an email sequence in Autopilot on a predefined date in the future. 

The workflow adds new organisations, persons and leads for new Typeform submissions. In most cases, this Typeform is embedded on the website as a contact form. We choose to create leads (not deals) in Pipedrive, and convert them manually to deals.

This workflow helps you to keep data clean and consistent in Pipedrive.

When you start working for new clients you often need to sign a digital processing agreement (DPA). You can simply use tools such as Google Docs and SignRequest to send automatically send contracts to all recipients.

This workflow updates the funnel stage in Pipedrive when a client books a meeting through Calendly. As a result, deals are always in the right stage.

templates

Pipedrive

templates

Pipedrive Email Templates

tool support

Pipedrive

Agency
Want help to improve

Pipedrive

?

What we do

  • Tool Stack Audit - understand which tools you’re using and if this fits your best possible tool stack
  • Automation Audit - if you have running automations in Pipedrive, Zapier or other automations.
  • Operations Audit - what are the core processes that need to be 100%. Our consultant will look at the core operations and how to scale them and make them reliable.
Speak with an

Pipedrive

expert
Stefan in 't Veld
Stefan in 't Veld
Co-Founder

Stefan is the co-founder of Replicable and is specialised in building automated processes.

What we do

  • Troubleshoot the issue
  • Explain how to solve it
  • You fix the issue yourself with our knowledge
  • If you don't want to do it yourself, of course we can solve it for you outside the call

Pipedrive

expert
Stefan in 't Veld

Stefan in 't Veld

Need expert support?

Replicable provides paid tool support for this tool. In 30 minutes, we'll solve your issue by helping you in a video call.

Schedule a support call today.

If you want us to implement or build in this tool, reach out to us.

Contact me

Other Tools

Cognism
Make
Canva
Google Workspace
Zapier
Typeform
Webflow
Snov.io
PandaDoc
Notion
MeetAlfred
Mailchimp
Lemlist
HubSpot
Handwrytten
Tools

Other tools we use

Over the years, we've built in many different tools. This is a selection of the tool stack we use often. If your tool is not including, reach out and we can see if we can help you.

Ready to automate your operations?

Our automation experts can probably find improvements in your current tool stack, automations or processes. Feel free to contact us for a free audit.

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