Podcast
Questions and Answers
What should be done if payment terms are 'payment in advance'?
What should be done if payment terms are 'payment in advance'?
Contact information must always be available before attempting to reach a customer.
Contact information must always be available before attempting to reach a customer.
False
What is the primary goal of REACH-OUTS?
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 ______.
For international companies, communication should be done primarily through ______.
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Match the following activities to their purpose:
Match the following activities to their purpose:
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Which method is suggested for reaching domestic companies?
Which method is suggested for reaching domestic companies?
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A Purchase Order (PO) typically contains the necessary contact information to reach a customer.
A Purchase Order (PO) typically contains the necessary contact information to reach a customer.
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What should be checked if no contact information is found in QuickBooks?
What should be checked if no contact information is found in QuickBooks?
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An activity for sending tracking information should be set for at least ______ weeks.
An activity for sending tracking information should be set for at least ______ weeks.
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What is the main activity to be undertaken after receiving payment?
What is the main activity to be undertaken after receiving payment?
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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.
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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.
