You'd need to use a bit of automation to make this work. So when the first activity on a lead is completed, you'd need to record the date/time in a custom field which you can then compare to the 'Lead Created' date.
hey Paul - I can't seam to create that piechart you have of "open Deals by stage". I go to deal>progress>and then it only lets me see bar graph views. any ideas?
Is there a way to create reports based on the mulitple option custom data field? A deal might consist of 4-5 different options available in this custom field. These arent products, but rather different companies we are re-selling for. The product would be a subset of these companies but we use a different software for that.
Hello Paul...great video! Question for you: I run a b2b client acquisition agency, essentially...we schedule client meetings for our clients. I'm contemplating whether or not PD would be a good fit for my agency. I usually have 10-15 clients. We use Google Sheets to track everything. I've always wanted to share anayltics/dashboard with my clients, but have never been able to successfully pull it off in GS, it's a nightmare. I'm thinking, may be a good idea to track each client with PD...also, instead of using GS as a CRM, move to PD. Would I need a seperate license for each client? Have you ever worked with an agency like this? If this works, I have budget to put it together...just don't know if it's a good idea or not. Right now, it's a bit 'low caliber tactics' to use GS for our CRM as we follow up, logging in and out of numerous client GS tracking follow up daily. I would think PD would be FAR easier...thoughts?
Hi Adam, yes I think you could make this work. You don't necessarily have to invite them into your Pipedrive account as you can share dashboards via a link with each client (they don't need an account to view the dashboard). But if you would like them to be able to view deal details you would need a license for each client. Happy to help if you contact me here: paulminors.com/contact/
Personally I don't. But the Leads Inbox is good if you receive a high volume of inbound leads that you need to make contact with an qualify before you convert them into deals (i.e. qualified opportunities)
Great video, I am still on the trial version, on my jot forms I capture utm values but these do not appear in the reports as an option for filtering. I can see the utm values in the deal details, I just can't see the option to use these as a filter in reports. Any ideas. Cheers John
In order to report on the campaign, it needs to be a single-option field. So this means you would need to update the field values for each campaign that you do.
Hi Paul,
is there a way to measure the response time from my employees?
The time between the lead added and the first contact?
You'd need to use a bit of automation to make this work. So when the first activity on a lead is completed, you'd need to record the date/time in a custom field which you can then compare to the 'Lead Created' date.
hey Paul - I can't seam to create that piechart you have of "open Deals by stage". I go to deal>progress>and then it only lets me see bar graph views.
any ideas?
For this you need to use the Deal Progress report type.
Is there a way to create reports based on the mulitple option custom data field? A deal might consist of 4-5 different options available in this custom field. These arent products, but rather different companies we are re-selling for. The product would be a subset of these companies but we use a different software for that.
I'm afraid not as the Insights can only report on single-option fields. Using the Products feature would be the better way to go.
Hello Paul...great video! Question for you: I run a b2b client acquisition agency, essentially...we schedule client meetings for our clients. I'm contemplating whether or not PD would be a good fit for my agency. I usually have 10-15 clients. We use Google Sheets to track everything. I've always wanted to share anayltics/dashboard with my clients, but have never been able to successfully pull it off in GS, it's a nightmare. I'm thinking, may be a good idea to track each client with PD...also, instead of using GS as a CRM, move to PD. Would I need a seperate license for each client? Have you ever worked with an agency like this? If this works, I have budget to put it together...just don't know if it's a good idea or not. Right now, it's a bit 'low caliber tactics' to use GS for our CRM as we follow up, logging in and out of numerous client GS tracking follow up daily. I would think PD would be FAR easier...thoughts?
Hi Adam, yes I think you could make this work. You don't necessarily have to invite them into your Pipedrive account as you can share dashboards via a link with each client (they don't need an account to view the dashboard). But if you would like them to be able to view deal details you would need a license for each client. Happy to help if you contact me here: paulminors.com/contact/
Do you use Leads in pipedrive? My sales people are always confused when to use leads and when to use deals
Personally I don't. But the Leads Inbox is good if you receive a high volume of inbound leads that you need to make contact with an qualify before you convert them into deals (i.e. qualified opportunities)
Great video, I am still on the trial version, on my jot forms I capture utm values but these do not appear in the reports as an option for filtering. I can see the utm values in the deal details, I just can't see the option to use these as a filter in reports. Any ideas. Cheers John
Are the fields set up as single-option drop downs?
@@minor-co No , I set them up as a text field, I will change and see what happens.
Whoops, if I set them up as a single option drop down then I have to set the value but the value for will change depending on the campaign ?
In order to report on the campaign, it needs to be a single-option field. So this means you would need to update the field values for each campaign that you do.