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How to manage sales follow up in Pipedrive

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Paul Minors

Learn how to manage your sales followup using Pipedrive. In this video, I share some best practices to get into and some mistakes to avoid. When you follow up more effectively you'll ensure no deal ever gets left behind and you can generate more revenue for your business.

0:00 Introduction
0:47 Use activities to schedule your followup
2:45 Seeing your followup on the deals page
4:07 Work from the Activities page
7:14 Log every interaction
9:22 Tracking deal duration
10:20 Losing deals
12:14 Automate your follow up
13:55 Outro

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Need help with Pipedrive? Book a 30minute introductory call with me here to learn more about how I can improve your teams use of Pipedrive, automate your sales process and maximise your sales productivity: http://paulm.in/2FksCBy'>http://paulm.in/2FksCBy

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