For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list. Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench …
Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow. We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports We need help to: understand the current implementation document the status quo identify the low …
Further Details of Question We are looking to develop an internal quote and followup system that is used in our main office plus external workers to produce quotes for our customers, and then provide followup prompts and tools for our salespeople. The key features we are looking for are as follows: 1) A database of …
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
Further details of question: I’m looking for a combination of systems that can automate a lot of the administrative mundane tasks needed in a sales/contract cycle. I suspect there would be lots of integrations using apps like Zapier to connect things like-calendar, leads, emails (auto email generation), notes, tasks, invoice, payments etc etc.
Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to …