Where AI can improve CRM and sales operations
Where AI pays back inside a sales operation — transcription, scoring, narrow agents, and content generation tied to the CRM.
4 November 2024 · 2 min read
Blog
The latest in Pipedrive, marketing, automation and AI
Field notes from CRM, automation, AI and marketing automation projects.
Using Pipedrive for Sales and Marketing Automation
Five Pipedrive automation patterns that pay back fast — follow-up to lost leads, automated meeting scheduling, marketing suppression, data capture and lead scoring.
12 April 2023 · 5 min read
Pipedrive Workflow Automation — A Complete Guide
A complete guide to Pipedrive workflow automation — what it does, when to use it, example workflows and how to roll your own without breaking things.
8 February 2023 · 4 min read
What are the Best Tools to Integrate with Pipedrive?
Five Pipedrive integrations that consistently pay back — Outfunnel, JustCall, DocuSign, Dux Soup and Zapier — with real examples of what they unlock.
18 January 2023 · 6 min read
Is Pipedrive a good choice of CRM for your business?
Why Pipedrive works so well as a sales-focused CRM — the features that matter, integrations that compound, and when it's the right choice for your business.
9 December 2022 · 3 min read
Pipedrive vs HubSpot — Which CRM is best for your business?
An honest Pipedrive vs HubSpot comparison from sales operators — advantages, downsides and pricing of each, and which is the right fit for your business.
15 November 2022 · 5 min read
How to set Sales and Activity Targets in Pipedrive
Step-by-step guide to setting sales and activity goals in Pipedrive — deal-based, activity-based and forecast-based, plus how to roll them up across user, team and company.
4 October 2022 · 2 min read
Choosing Pipedrive Consultants
How to choose a Pipedrive consultant — what to look for, the questions to ask, and how a good consultant blends sales strategy with CRM implementation.
12 September 2022 · 2 min read
A guide to CRM requirements gathering
How to identify your CRM requirements before evaluating vendors — the questions to ask, the functions to consider, and how to avoid buying the wrong system.
4 August 2022 · 5 min read