hello everyone and welcome back to the key productive youtube channel today we're diving
into pipedrive now this is a sponsored feature we'll be doing a monthly episode all about how
to use pipedrive honing in on specific features as we learn to use this powerful sales crm so
you can check out the link in description to pipedrive and naturally get an offer there which
might find interesting and also any more details at the end of this video so as you can see uh
in front of me i have pipe drive now as you can imagine um deals are a pretty valuable
element of the sales process and i want to talk today about how you can go about managing deals
and start creating them using the pipeline feature in pipedrive now as you can imagine uh this can
be a pretty useful weapon in keeping control of your sales i remember when i worked for a company
and we sold these language learning products and one thing that was really helpful was
actually having pipedrive because i could track the bookstores that we were visiting
and just keep an eye on everything at a glance um and really move them between the different
processes or stages of the deals so um it was really helpful for that so i'm going to dive into
a little bit of the features around the deals that you might find helpful so as you can see here uh
we're in this second element called deals you can go into the lead section but we'll probably cover
that in another episode you can see here that i'm in the pipeline so obviously when you get started
there's a pre-created pipeline now obviously they've got a few pre-examined columns here but
you can go ahead and press edit if you want to get started so i'm actually going to replicate
my old book deals set up and what i'm going to do is start with one book shops visited this could be
like for example even a call or a lead or you know something you're getting started with
when you're sort of getting out and as you can see i might keep contact made
but you can move these around and even add stages in between um so demo scheduled it
could be a good one because the language learning product we had was actually quite um
very visual uh in in the sense that we made most of our sales once people knew what it looked like
um and we can have proposal made still being uh there so in this case i might say um
here we we might go negotiations but i want to actually have a final stage of completed
and as you can imagine i'm going to press save
so here is the new pipeline as you can imagine uh what's quite handful is you can see the the
amount of money that you've got per sale as they come in in different stages so it really shows you
what area you can focus on in terms of moving and converting as you go along now you can add a deal
by hitting deal up here and as you can imagine um you can start adding the regular sort of details
you would with each sales process and where they are in the pipeline now obviously um you can do
a bit of customization to form fields you can do that inside the settings uh we won't touch
on that however that's particularly helpful when you're looking to add your own sort of
elements to it so for example if you had uh this person uh section you could for example find a job
title um their job salary useful i don't know um it just adds more addition when it comes to
getting stuff going so i'm going to call this person john appleseed who works at bookshop inc
and you can add them as an organization and that person is created as well as a contact in your
system so if i want to add that as a bookshop inc as an organization it means that if i have another
contact at that organization it means that later on it becomes more valuable um to be able to keep
track of it so i can put bookshop deals a title there and the value in this case might be say 2
000 pound although you can change the currency if you do international sales and you can also add
additional products so for example if you're selling workshops or high value products this
might be helpful for you to really get a grasp of how much that person needs
and you can change and adapt the quantity as you go along so that's if you need to add any more
products um in this case i might actually use this feature just to demonstrate so i
could say language learning book i'm going to say it was five pound each and you can see there that
i can add that product as part of my system so i'm gonna put this at five pounds so obviously
i'm gonna have to uh ramp this up a bit uh i need at least i think 400 there you go 400
to make it um and make sure i get the sales in so obviously that blurs out the value
because it it now values it based on how many products you have you can add more products so
it doesn't just have to be that lineup you could as many as you like which is quite helpful
now you can choose what part pipeline is actually part of i actually created a pipeline a moment ago
but you can actually have multiple pipelines running which is particularly helpful because
you might have one for book shops you might have one for retailers you might have one for um you
know like educational providers so you could have a pipeline dependent on your sort of area i think
we had the same uh we had one for like bigger retailers like tesco sainsbury's and things
like that now you can then move it between the stages in i'm in this case i'm going to
put this contact made and you know ideally i want to expect to close it at the end of the month
you can change the visibility here to different subgroups or entire company or just yourself in
this case it's just going to be myself and you can put the the details of the phone number et cetera
that that person is made available on so i'm going to press save and as you can see the new deal has
been added so as you can see it skipped that first process because i've actually made that contact
with john appleseed but i can start adding ones here that might be relevant for the future
so i can see that i can click in so as i click in this is sort of where the magic happens in terms
of managing the deal obviously over a deal um sort of a sale you'll be able to capture different
elements of your um the success of the sale really and as you can see um you can capture activity
you can make notes so for example you could say uh you know i spoke to julie his assistant on the
phone and she recommended that i call him between 12 and 2. so you can make some notes for yourself
that you can come back to next time and as you can see here the activity will be posted down here
you can also make scheduled activities so it also becomes like a productivity element of it where
you for example can go in to your deals and see what you need to get done like a to-do list and
just keep an eye on an idea of of how well um you're gonna sort of you're gonna you're gonna
try and um plan your day you've also got activity down here and you can actually connect it to your
calendar and your work calendar to be able to see other events that you might have in your calendar
which is particularly helpful because if you've just made a call or you're looking to um you
know make a meeting in the future um you can also propose times um but this is helpful for
be able to sort of invite um those folks to a meeting or be able to keep track of something
and and even send all the relevant details and even make notes as well alongside it
you can propose times by choosing specific times or general availability and that's quite helpful
because they'll obviously be able to choose a time based on your calendar which is most effective
and you can also add in different types of activity like a task that needs to be done
so for example a task might be something like for me in this case it might be like
sends them the the language learning product video to explain how the product works over here you
can add calls now what's very decent about this is you can make calls from the web application
using the caller which is they're like default uh experience but you can also transfer calls
to your phone as well and this is helpful for making sure you're tracking when a call is made
and what time and you can also make notes during that call too which is helpful
you can also track email now this is part of their advanced program however it does allow you to sync
emails and track messages that were clicked inside that email this is helpful to see whether they're
actually interacting with any of the elements for example you send them a video to try and
visually represent your product uh or maybe in a video that you've sent through like i don't know
loom uh or some sort of meeting application that you're trying to talk to them through so that it's
a bit asynchronous so they don't necessarily get overwhelmed you can do that through that
files is also very helpful if if you've you've sent something or they've sent something or even
documents and they have this feature called smart documents which i believe we've covered here on
youtube and include the video about it as well as invoices um in which you can actually connect
up an application like i think quickbooks is part of them too so going back to this sort of layout
you've also got the ability to adapt and change information per person per organization as well
and you can also see information like email bcc so for example if you were to send them an email
you can put this in the bcc and it means that it's able to track the deals progress and what's
helpful is it'll bring that into the schedule feed and you should be able to see it through
emails but that is really helpful for just being able to keep track of everything that happens
you can also add deals with details sorry with additional field names that are custom to you
so if you want to add in a few extra ones this might be helpful so some sales people like to
keep a an eye i want to keep an eye on her keep an interest in in what that person is like so you
could maybe make a field uh of like you know likes uh formula one and then uh every time you call
them you can chat about the latest race i don't know but it gives you a little bit of insight into
how you can do it so up here you can press win or lost and you can change ownership but you can
see here that i'm actually the user who has been allocated this one you can transfer ownership to
another person um which is something we did quite often um especially i think a sales professional
came on uh i'm not a sales professional um and i was actually the marketing manager
and um what happened is he took over the deals so i was transferring ownership to a
lot of the deals to him as well now what's cool as well you can duplicate merge delete export as
xls and convert them to a lead so leads are ones that don't necessarily um make it to become a deal
yet but it's helpful to have them in the process so if this one doesn't actually sort of i lose
contact and i can i can put them back as a lead uh for maybe another person to start uh going
at and what's really nice is as well in terms of collaboration if you and your
team are keeping track of your notes activity calls and things like that the other person
who's doing the deals if say you switch just for the sake of giving a new angle or trying a new
type of approach that's quite helpful because what can happen is the other person can catch up on all
the information like for example they'll be able to know oh you spoke to my colleague bob last week
and he said that you were really um interested in this product and i'd love to carry on the
conversation you know you can really customize it for each of the deals that you're interacting with
so if i go back to the steels area you can see that and what i really liked is is this sort
of activity um it's like a constant prompt for you to actually nudge the next activity
it always needs something to be rolling with this and that's quite nice because
what it really pushes for is the ability to keep on track of your sales it's that whole gtd concept
of next action what is going to be happening so for example you can book a call um so for
example i might say okay i'm going to book a call for saturday maybe that's a bit oh no coffee shop
book shops are open on saturdays at 2 30 as the day's easing down uh call with john
so you can see here that i can schedule an activity and what's cool if i go back into
this you can see that right i've got a call which on there it's all planned so any given time if you
see those sort of like warning arrows it's really just a prompt for you to schedule an activity
and coordinate ahead now over here you can see everyone who is part of this but you can create
like for example you can only see deals that i'm in charge of but other people are in charge of two
so those filters help you as well as seeing uh for example all the deleted deals or the lost deals
open deals one deals more than three month old deals rotten deals uh ones that are sort of
dead in the water and that might need reviving um and you can see up here as well like the okay
i've got two thousand dollars in one deal but obviously that sort of um you know projects it
and if i go to forecast this is this was actually quite helpful because it kept an eye on um ideally
like what are we aiming for and obviously once you complete deals and win them you'll
get an indication on whether you're reaching that target and whether you're aiming for it
so this was helpful in being able to sort of see all right okay um if i secure some of these deals
this is going to be the projected revenue per deal each month and you can skip months
and really try and keep track of that there's also a list view there's also a list view which
is great for just being able to see stuff in more of a table view um and sort of coordinating
that there so again very simple you can do it from up here and you can even press d
if you want to on your keyboard and start a deal now as you can see there there's other prompts as
well so for example you can actually log a person really quickly or an activity so for example let's
say something happened with the bookshop inc deal i can press a and i can log that activity really
easily i'm going to say that we had lunch with john so i'm going to say just very simple lunch
and i'm gonna log it to the person in this case it will be john appleseed from the bookshop deal and
as you can see his details are brought in so you can see that that lunch starts in three minutes um
so over in this right hand panel you can see that you've got a sales assistant and what happens is
you can see a full schedule of what's coming up so if i go to full schedule you can see for example
all of the sort of proposed activities that you've got going on so it sort of becomes your sort of
pseudo your pseudo calendar for what's coming up and you can check them off as you go along
so this is a really good indication it also gives you notifications although that feature's
currently in beta and also helps you connect to likes of outlook and google calendar to make that
synchronization between all of your other work meetings you might have internal ones as well
that you want to keep track of too you can also here see any proposed times as well so if you want
to go to manage availability you can create your own meeting link which can be shared externally
to those folks and they can block or actually just pick meetings with you
so that was a little bit about the deals element of this application as you can imagine it can be
quite an expansive way to manage deals i'll show some demonstrations on screen of what some more
advanced setups look like but that was just a really 101 of deals and how you can get started
with it thank you very much folks for watching if you want to check out pipedrive you can in the
link in description a big thank you for stopping by and i hope to see you all soon cheers folks
you