With Pipedrive, you can easily track your sales pipeline, manage leads, and automate the entire sales process.
But it also has a few tricks to improve your results.
In this article, we’ll share the best 7 Pipedrive automation hacks to help you with each stage of your pipeline. These Pipedrive hacks helped us increase our close rate by 43%.
But first, why choose Pipedrive as your go-to CRM?
Pipedrive’s fanbase is enormous. It’s one of the most popular CRMs for small & medium businesses. For example, it’s #2 by popularity in our “The Sales Automation Community”.
What-is-the-most-popular-CRM
Pipedrive has tons of integrations. When it comes to automation & growth tactics, you need to merge different tools into one workflow. This is where Pipedrive’s integration marketplace can help.
Pipedrive integrations
Of course, everyone has their own sales pipeline. But since small and medium businesses are the majority here, we’ll roll with this example:
Lead In – the first stage for the lead
Call Scheduled – the stage where you schedule a call or demo
Negotiation – the phase when you discuss and assess their needs
Proposal – the moment when you send your offer or suggest a free/paid trial of the tool
Final Discussion – the pre-paid phase, where you discuss details armenia phone number list and work with “lead’s concerns”
Pipedrive-CRM-pipeline-example
You’re free to set your own stages that fit your business model, but in general, these steps can be applied by the majority of SMBs and startups.
Before we go down the pipeline lane, let’s take a quick step back and talk about lead generation.
Outbound lead generation – lemlist <> Pipedrive integration
Generate tons of leads with personalized cold emails and sync it with Pipedrive.
My results: 56% reply rate.
Here are some stats:
And as a result of this campaign, I had 44 meetings
Cold email results to Pipedrive CRM
Tools you need to set this up:
Pipedrive (of course )
lemlist for cold emails
Calendly (as a bonus for specific campaigns)
Zapier (to make the integration with calendar)
How to use this growth tip:
This is the best outbound hack and at the same time, it’s easy to implement it.
Step 1: set up a cold email campaign with lemlist
a) Create a campaign in lemlist
Create cold email campaign integrated with Pipedrive CRM
b) Add your leads and prepare the message
You can send your own email templates, but let me give an example for growth and marketing agencies.
The idea of this email is to meet the person in real life, so I recorded a quick video and combined it with lemlist’s dynamic landing page feature. This strategy is called personalized video thumbnail and it’s superb.
Since it’s a unique feature for lemlist that got me a 56% reply rate, so I’ll share more details about it.
If you want to check other video personalization template, check this video sales email template.
c) You create a video and upload it to Youtube. If you want to show this video to leads in your campaign only and not have it on your YouTube channel, just choose “unlisted”.
