Pipedrive Contacts and Insights Overview

Questions and Answers

What should be done if payment terms are 'payment in advance'?

Create an activity for payment and set it for 3 days. (correct)

Automatically create a deal in Pipedrive.

Skip creating an activity for payment.

Wait for the customer to make the payment first.

Contact information must always be available before attempting to reach a customer.

False

What is the primary goal of REACH-OUTS?

To build rapport and move from a transactional to a relational approach.

For international companies, communication should be done primarily through ______.

email Signup and view all the answers

Match the following activities to their purpose:

Create a deal in Pipedrive = Log sales orders Set activity for payment = Ensure timely payment collection Update customer information = Maintain accurate records Use call scripts = Engage the client effectively Signup and view all the answers

Which method is suggested for reaching domestic companies?

Attempt to call up to 2 times Signup and view all the answers

A Purchase Order (PO) typically contains the necessary contact information to reach a customer.

True Signup and view all the answers

What should be checked if no contact information is found in QuickBooks?

Search for a Sales Order and check for a Purchase Order attached. Signup and view all the answers

An activity for sending tracking information should be set for at least ______ weeks.

2 Signup and view all the answers

What is the main activity to be undertaken after receiving payment?

Set an activity to send the tracking information. Signup and view all the answers

Study Notes

Pipedrive Overview

Pipedrive features contact views categorized by people, organizations, and timelines of contact.
Contact timelines indicate the duration of connection with a person or organization.

Insights and Reporting

The reporting icon allows viewing and sharing of reports for specific periods.

Creating New Deals

New deals can be created easily through a pop-up form.
Required fields include customer details (email and phone), deal owner name, and selection of the entire company.
Deal details can be edited post-creation using edit icons.

Adding Communication Notes

Users can add Tawk.to conversation logs, updates, and notes through dedicated buttons in the deals view.
Important to keep notes updated with any additional information.

Creating Deals via Email

Deals can be created directly from email requests.
Necessary information includes customer details and deal owner name.
Deals linked to email requests can be viewed and details can be edited as needed.

Handling Requests for Quotes (RFQ)

Essential information for RFQs includes the company name, customer name, addresses, contact details, and payment form.
Research on the requesting company is crucial, covering aspects like locations, industries, and quality standards.

Scheduling Follow-Ups

Follow-ups can be scheduled using the activity tab for selected deals.
Users can view all scheduled activities categorized by times/dates.

Steps for Following Up on Leads

Initial contact should occur three days post-initial inquiry.
First touch includes confirming the receipt of emails, questioning interests, and setting next follow-up.
If unanswered, a voicemail should be left, and a follow-up activity should be set.

Subsequent Follow-Ups

Second follow-up occurs five days later, mirroring the initial process with adjustments as necessary.
Third follow-up occurs fifteen days after initial contact with similar procedures.

Sales Order Completion

Post-sale, deals should be logged and associated activities set for payments and tracking information updates.

Strategic Reach-Outs

Aim to foster long-term relationships with current customers rather than focusing solely on transactional sales.
Keeping customer information current in QuickBooks and Pipedrive is crucial.

Reach-Out Procedures

Identifying contacts through QuickBooks is the first step; if unsuccessful, utilize existing sales order information or online searches for contact details.
Using call scripts can assist in engaging effectively with clients.

Closing Notes

Maintaining clear and updated records enhances customer relationship management and supports smoother sales processes.

Description

This quiz introduces the Pipedrive platform's contact management features and insights view. Learn how to navigate contact timelines, organizations, and utilize reporting tools effectively. Perfect for users looking to enhance their Pipedrive experience.