Now that you know how to set up your account, here are some best practices to follow with Pipedrive.
Recording emails in business
When sending emails to your prospects, it is helpful to keep this email trail recorded in the business, so that you can always review the emails that were sent, and see how many emails it took to close a sale.
Pipedrive's higher account tiers allow you to send emails buy a motorcycle owner mailing list directly from the deal page. If you're on the lower tier, you can still attach emails to a specific deal by adding a special BCC address when composing the email.
Work on the “Activities” page
When you have a lot of business to manage at once, one of the best ways to stay on top of your progress is to work on the “Activities” page. This page shows you what tasks you need to complete and when!
In this sense, create the habit of visiting this page every day and addressing everything that is reported. Remember to schedule follow-up activities, so as not to leave a deal without the next defined action.
When viewing your deals on the pipeline page, you can identify them based on the following icons:
green: activity planned for today;
gray: activity planned for the future;
yellow: no scheduled activity (you should set one immediately);
Red: activity overdue. In this case, the activity must be rescheduled or completed as soon as possible.
Using a "wait" stage
Sometimes you’ll see a prospect who isn’t saying “No” to your sales offer, but doesn’t want to move forward right now. To help manage these prospects, you can:
create a “waiting” stage in your pipeline (recommended): this approach means you will always have a clear list of customers who are on hold;
Move them to a separate “holding” pipeline : You can use this method if you’d rather not have the customers you’re holding back in your existing pipeline. Make sure you have a scheduled activity for future follow-ups so you don’t forget about them and move them back to your main pipeline when the prospect is ready to re-engage.
As a last resort, you can mark the deal as Lost and reopen it in the future . However, it is worth leaving the deal open as it reflects a more accurate measure of the average lifespan of a deal.