Scheduling activities and reminders in Pipedrive

All demos from “Best Sales CRM for Small and Midsize Businesses (Pipedrive Demo)”

1. 6:483:13Managing leads and pipeline stages in PipedriveA walkthrough of the Pipedrive dashboard showing how leads move through different pipeline stages from initial contact to proposal.Pipedrive· Sync leads to CRM
2. 9:583:29Scheduling activities and reminders in PipedriveCurrentDemonstration of the activity scheduler, including Google Calendar integration and setting up follow-up tasks for specific leads.Pipedrive· Multichannel (email+LI+call)
3. 13:252:07Sending proposals and tracking signaturesShowing the document integration within Pipedrive to send proposals and track when they are signed by clients.Pipedrive· Lead routing & booking
4. 15:293:53Sales forecasting and performance insightsA look at Pipedrive's insights and reporting features to track deal status, revenue goals, and sales rep performance.Pipedrive· AI account/prospect research
5. Watch “Best Sales CRM for Small and Midsize Businesses (Pipedrive Demo)” →

Multichannel (email+LI+call)

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1. 32:582:53Scheduling sales activities and notesDemonstrates how to log notes and schedule follow-up activities like calls or demos within a specific deal view.@minor-co
2. 5:052:28Scheduling next-step activities in PipedriveA walkthrough of setting up proactive activities like calls and texts within a deal to ensure no prospect is left without a scheduled next step.@minor-co
3. 10:021:54Setting Up Sales AutomationsA walkthrough of creating automated activities and Slack notifications triggered by deal stage movements.@niksjansonsfromlatvia
4. 4:481:49Slack and Email Sequence AutomationShows how to trigger Slack notifications and email sequences automatically when a deal stage is updated in Pipedrive.@ewcrm
5. 5:331:10Managing sales activities with custom filtersShows how to use the Activities page and create custom filters for incomplete tasks due today to manage a daily sales workflow.@minor-co
6. 6:431:07Executing follow-ups from the activity loopDemonstrates the 'activity loop' workflow: opening a deal from the activity list, sending a follow-up email, and marking the task as complete.@minor-co
7. 12:560:42Nurturing relationships with the Contact TimelineDemonstrates the Contact Timeline view to visually track the last point of contact (email or call) with existing customers.@minor-co
8. 12:350:28Email inbox synchronizationWalks through the steps to grant Pipedrive access to your email address to sync conversations directly to the CRM.@phyluxexpress4
9. 9:583:29Scheduling activities and reminders in PipedriveCurrentDemonstration of the activity scheduler, including Google Calendar integration and setting up follow-up tasks for specific leads.@nazimconsulting