Projects in Pipedrive is a new feature that allows organizations to track projects specifically, with relevant features like project activities. Most organizations used an additional pipeline to track post-award activities like projects until now, so this is a welcome update! It does appear to require an additional subscription after it is fully released to the public, but a free trial will be available to all. As of June 2022, this is still being rolled out to all users, so you might need to wait to try it out.
Zoho CRM forecasting is a valuable tool to help you project your sales.. If you are currently using forecasts, please ensure you are aware of the key changes being made.
Very often we create Salesforce dashboards for a broad audience. However, many users want to be able to drill down and see the data that is more relevant for them. This is where interactive filters come in handy.
Did you know you can change the colors in your Salesforce dashboards? You can do this using dashboard palettes.
I always enjoy stumbling upon new-to-me features in CRMs — this week, I’ve got a sneaky Pipedrive security tip. Pipedrive actually has a “wizard” that makes security-related suggestions based on your actual organization. Keep reading to learn more! Read More
It seems that many people immediately write off any sort of “assistant” or “wizard” in CRMs – and I tend to agree. After using it a little bit, I must admit that Pipedrive’s Sales Assistant acts almost more as a dashboard, and it is quite customizable. Keep reading to learn more about the Sales Assistant. Read More
Pipedrive has recently implemented new usage limits to all plan types. In a previous post, we discussed the Usage page, which displays your organizations’ usage of custom fields, opportunities, and reports. Below, we will cover what the new limitations are for each plan, so keep reading to learn if you will be affected. Read More
In my opinion, it is surprisingly nonintuitive to find details (chats, files, recordings, etc) from meetings past in Microsoft Teams– especially if they don’t appear on your calendar. I’ve outlined my current preferred method to find this information below. Read More
In this tip, we’ll walk through enabling “enhanced email”, which allows you to compose new email messages in a pop-up window (reminiscent of Gmail) within Dynamics. Read More
While I can’t stand it when a bank website logs me out after 4 minutes of inactivity, I do understand why this is such an important security feature — especially for many organizations in this “work from anywhere” era. I recently stumbled upon this feature by accident and thought I’d share its whereabouts for any interested admins! Read More
