Tips and advice for successful follow-up email automation (plus free templates)

Discover the best practices for follow-up email automation, including expert tips, advice and free templates for your own email automation.

Pipedrive Marketplace Monthly Apps Spotlight: February 2020

Keep track of your sales data—from your leads’ details to your sales reps commissions—with any of the apps that can be integrated with Pipedrive. Here are five of the latest integrations to be added to the Pipedrive Marketplace.

What is a sales pipeline and how do you build one?

Find out why “sales pipeline” is more than just a buzzword. Learn its proper stages and how to build one of your own.

9 Essential Sales Stages for Effective Sales Cycle Management

Understand sales cycles and define key sales stages like prospecting and follow-up using our guide to creating a smooth sales process.

Sales training: Create the perfect training program for your team

Learn how to build a rock-solid sales training program. In this article, we dive into challenges, tools and training ideas to take your team to the next level

Solution Selling: The comprehensive guide

Solution Selling involves diagnosing needs and recommending products. Learn if it’s the right approach for your sales team.

Sales: Must-read

A team leader’s guide to project management (with best practice tips and productivity-boosting skills)

The best U.S. cities for sales careers in 2022

The biggest stories from Pipedrive’s State of Sales and Marketing 2021/22

Sales pipeline management: The in-depth guide

4 steps to turn sales reporting data into actionable insights

Learn how to turn your reporting data into actionable insights that drive revenue with these four steps, plus mistakes you should avoid

SPIN Selling: Summary and Guide for Sales Managers

Review the pros and cons of SPIN Selling to help you decide if this sales process is the right choice for you and your sales team.

Sales meeting ideas: Topics and agendas to motivate your team

Learn to make every sales meeting a forum for exciting your sales team, generating new ideas and improving your sales process and forecasting.

Lead qualification for financial services : Six steps to take

Tips and advice on how to fully optimize your lead qualification techniques for the financial services industry. Learn the classic six steps method.

How to use reporting to optimize your financial services sales process

Ensure your sales reports optimize your team’s performance and financial services sales process. Find out how here.

What is a CRM for investment and how do you choose the best one?

A CRM for investment firms can build trust with prospects and provide existing customers with a better experience. Find out how in this article from Pipedrive.

The Financial Services Sales Stack

It’s vital that employees at financial services agencies keep track of their tasks and maintain regular communication with prospects, colleagues and customers. Here is our list of tools, all of which can be integrated with Pipedrive, to consider if you’re in the financial services industry.

How to forecast demand for a scaling financial services business

Reliable sales forecasting is crucial. Learn how to project sales success and revenue accurately in financial services forecasting.

The definitive guide to real estate task management

Working in real estate has many moving parts. Realtors need to find prospects, schedule open houses and sign over the papers when a property closes. Let’s dive into exactly why real estate task management is important, and how it can benefit you and your agency.