{"id":3743,"date":"2023-06-16T04:53:09","date_gmt":"2023-06-16T04:53:09","guid":{"rendered":"https:\/\/cjwray.com\/?p=3743"},"modified":"2024-04-05T08:35:34","modified_gmt":"2024-04-05T08:35:34","slug":"how-to-set-up-pipedrive","status":"publish","type":"post","link":"https:\/\/cjwray.com\/how-to-set-up-pipedrive\/","title":{"rendered":"How to set up Pipedrive"},"content":{"rendered":"

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” _builder_version=”4.16″ _module_preset=”default” background_image=”https:\/\/cjwray.com\/wp-content\/uploads\/2020\/04\/Desktop_w.jpg” custom_padding=”170px||170px||true|false” custom_padding_tablet=”120px|30px|120px|30px|true|true” custom_padding_phone=”80px|20px|160px|20px|false|true” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”3_5,2_5″ custom_padding_last_edited=”on|desktop” _builder_version=”4.16″ _module_preset=”default” width=”100%” max_width=”1100px” max_width_tablet=”100%” max_width_phone=”” max_width_last_edited=”on|tablet” custom_margin=”||0px||false|false” custom_margin_tablet=”” custom_margin_phone=”||||true” custom_margin_last_edited=”on|desktop” custom_padding=”0px||0px||true|false” custom_padding_tablet=”” custom_padding_phone=”0px||0px||true|false” custom_css_main_element=”display: flex;” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” 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How to set up Pipedrive<\/h2>\n

Setup your Organisation and Team<\/h2>\n

Setting up your organisation and teams within Pipedrive is the crucial first step to getting the structure to work for you. This part of Pipedrive setup is particularly important if deals are not shared across the entire team. So for example if your Sales team in France shouldn’t see deals in the US this is particularly important. Similarly if you have agents outside your organisation. You will need to consider this carefully if you want to track performance of teams and individuals. <\/p>\n

I can guide you through this process, ensuring that your organisation’s structure and hierarchy are accurately represented within Pipedrive.[\/et_pb_text][et_pb_image src=”https:\/\/cjwray.com\/wp-content\/uploads\/2023\/06\/Screenshot-2023-03-07-at-11.12.41-AM.png” alt=”How to set up Pipedrive” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Set up your Pipeline(s)” _builder_version=”4.21.0″ text_font_size=”16px” locked=”off” global_colors_info=”{}”]<\/p>\n

Set up your Pipeline(s)<\/h2>\n

Every business has its own unique sales pipeline, and many cases multiple pipelines. Pipedrive offers incredible flexibility to accommodate your specific needs. This is probably one of the most important areas of Pipedrive setup. The trick being to keep it simple and not add in unnecessary stages. When you have multiple pipelines it is crucial to ensure there’s no overlap and be clear about which pipeline should be used. <\/p>\n

If you’re on one of the higher plans we can look at notifications and automations as deals move from stage to stage.[\/et_pb_text][et_pb_text admin_label=”Import Contacts” _builder_version=”4.19.0″ text_font_size=”16px” locked=”off” global_colors_info=”{}”]<\/p>\n

Import Contacts<\/h2>\n

Your existing contacts are a valuable asset, and migrating them into Pipedrive seamlessly is crucial for maintaining continuity in your sales efforts. Rubbish in = Rubbish out. This is a good point to cleanse your data and ensure that all of the essential information is accurately captured. I can help you avoid any data loss or duplication, and your team will have immediate access to vital contact details, facilitating effective communication and relationship-building as you move from your old system to Pipedrive.[\/et_pb_text][et_pb_image src=”https:\/\/cjwray.com\/wp-content\/uploads\/2023\/06\/Screenshot-2023-03-03-at-8.41.18-AM.png” alt=”Pipedrive Setup” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Import Deals” _builder_version=”4.21.0″ text_font_size=”16px” locked=”off” global_colors_info=”{}”]<\/p>\n

Import\/Add Deals<\/h2>\n

Managing your deals effectively is at the core of driving revenue growth. I’ll help you import or add your existing deals into Pipedrive, allowing you to track them and move them as fast as possible to Won. With the ability to define deal stages, assign owners, and create activities, you’ll gain complete control of your sales pipeline. We can look at loss reasons, expectations in timing between stages, deal values at a per stage or overall perspective and any other details that will help speed up the process and turn leads into customers. [\/et_pb_text][et_pb_text admin_label=”Training” _builder_version=”4.21.0″ text_font_size=”16px” locked=”off” global_colors_info=”{}”]<\/p>\n

Training<\/h2>\n

Before fully integrating Pipedrive into your marketing and sales process, it’s crucial to test the system thoroughly to ensure everything is functioning as expected. Once this is done, I can provide detailed training sessions with your team(s). I can go through all of the aspects of Pipedrive, linking it to email, calendar, using the App and anything that makes it easier to move deals through the pipeline. [\/et_pb_text][et_pb_text admin_label=”set up automation” _builder_version=”4.21.0″ text_font_size=”16px” locked=”off” global_colors_info=”{}”]<\/p>\n

Once it works – set up automation<\/h2>\n

Automation is the next step in improving your sales process. Once your Pipedrive setup is complete and thoroughly tested, we can look at setting up automation rules and workflows. From automated lead assignments and follow-up reminders to task creation and email sequences, freeing up your team’s time and allowing them to focus on what they do best: closing deals and delighting customers.[\/et_pb_text][et_pb_text admin_label=”set up automation” _builder_version=”4.21.0″ text_font_size=”16px” locked=”off” global_colors_info=”{}”]<\/p>\n

Still not sure?<\/h2>\n

If all this still looks a little daunting, and you’re still not sure how to set up Pipedrive, then why not get some help and have me work with you and your team to set this up together. Just set up a FREE call to go through the details.<\/a><\/p>\n

[\/et_pb_text][et_pb_toggle title=”Transcript” open=”on” disabled_on=”on|on|on” _builder_version=”4.21.0″ disabled=”on” locked=”off” global_colors_info=”{}”]<\/p>\n

This is just a short video about Pipedrive and specifically about where Won deals go when the deal is actually won. There are two issues here the first issue is that when you click on a deal and it’s Won, the deal actually disappears from your pipeline and clients often come back to me and say I have no idea where that deal has gone, I can’t find it.<\/p>\n

The second issue is that if you leave this column at the end and you never actually click Won or Lost for that matter
you end up with a whole pile of deals that are never won.
If you’re tracking your statistics, particularly if you’re working with a team the amount of time for that deal to be Won is infinite because it’s never actually won or lost. Statistically if you look at your insights they really are over all over
the place and they don’t really tell you anything. Whereas the goal is to take a deal from the point that you find the prospect and close it in terms of winning as fast as possible.<\/p>\n

I should point out here that we’re talking specifically about Won deals but this also applies to deals that are Lost, in fact that if they are never marked as lost they are open infinitely and clutter up your pipeline. This applies to both Won and Lost deals.<\/p>\n

So here we are with our pipeline and here we have all of the open deals. I kind of do a similar thing. I’ve got a few here that are Lost In The Weeds not really won not really lost. I need to sort this out so I am as guilty as some for having done this. Really I should Mark these as won or lost. Let’s take this deal for example on the bottom here. If I mark this as one as Won I get the animations and if we take a look at our deals pipeline we can see that this has now disappeared.<\/p>\n

The question then comes is where has this gone and if we look at the filter here Pipedrive actually has these built in.
Quite often you’ll open it and it’ll open it on your favourites. Sometimes it’ll open it on owners, but actually it’s in the filters. You can see I’ve starred this one so it’s now my favourites. I suggest you do the same but all Won deals is actually built into Pipedrive as a default filter and then
if we click on it it shows all Won deals. We can see all of the deals that we won and in which stage of the pipeline they were won.<\/p>\n

Similarly, built into this by default is all of the Lost deals so we can see a whole raft of lost deals here and again this is where they sit within the stages of the pipeline when they were lost.<\/p>\n

There is another way to do this if you want to search for a
specific deal and just put in something from the title so I’ve stepped in here and we can see that this you can go straight to this deal and it is marked as Won and similarly deals are marked as a Lost as well so if you just want to find a Won
or Lost deal and you know what the title is or piece of the title you can just use the search bar.<\/p>\n

So that’s it really. That’s how you find your Won and Lost
deals within Pipedrive.<\/p>\n

If you found this video useful I have a couple more Pipedrive videos that are available on my Channel please feel free to take a look if you are interested in the tips and tricks related to your CRM system.<\/p>\n

There’s a link below to sign up for my newsletter where I talk about some of these items and my Consulting for small business so feel free to sign up.<\/p>\n

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