How we've set up our Pipedrive account [Behind-the Scenes DEMO]
Need help with Pipedrive? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/pipedrive
If you're not sure if you've set up your Pipedrive account in the best way, then take a look at how the professionals do it! In this video, watch a behind the scenes look at how we use Pipedrive at MinorCo to track our consulting and subscription deals.
0:00 - Introduction
1:02 - Our Pipelines
5:42 - Example Deal
7:03 - Booking an introductory call
9:27 - Calendly integration
11:22 - Custom fields
13:07 - Taking notes
14:07 - Updating Pipedrive after the call
18:59 - How we manage subscriptions
21:40 - Quotes & contracts
24:10 - Winning our deals
25:31 - Outro
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Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request...
Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level » https://minorco.com/pipedrive
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