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Call or Text: 208-227-0100

SalesDrive.com LLC
  • Home
  • Products
    • Business Phones
    • ElevateForTeams
    • PhoneHardware
    • PipeDrive CRM
    • Business Texting
    • Music On Hold
    • Overhead Music
    • Print
    • Express
    • Grow
    • All Products and Services
  • Buy Now
  • Contact Us
    • Make Appointment
    • Pay My Bill
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Videos from SalesDrive.com LLC

Elevate Service

Elevate Service

Elevate Service

Videos about our Elevate Phone Service.  In addition to our powerful and feature rich desk phone service, we also have the desktop and mobile app that always keep you connected with voice and text.

PipeDrive CRM

Elevate Service

Elevate Service

Training & Feature Videos from SalesDrive.com, a PipeDrive Premier Partner. We can advance your business with the powerful tools in PipeDrive CRM.  We give you direct and local support and offer advanced programming & setup so you are up and running fast.

Youtube Channel

Elevate Service

Youtube Channel

Check Out our YouTube channel here.

Elevate Phone Service

Elevate Phone Service

Over 2 Million Users and Counting

Elevate Phone Browser Platform or Downloaded App

All PBX Functions,,SMS/MMS Texting, Call History, Voicemail Transcription and Much More without the PBX System Cost.  Either use downloaded app or Login through Chrome browser

Texting Options In PipeDrive CRM

SMS/MMS inside of PipeDrive and also log the history of texting inside PipeDrive and associate to a specific contact & deal.

Quick Mobile Browser WebFax Tutorial

Send a Fax from anywhere that your cell can browse the internet

PipeDrive Training

PipeDrive CRM Videos

PipeDrive Simple Overview

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PipeDrive Workflow Automation

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Activities & Calendars

In sales, you cannot control results, but you can control your actions. Plan your activities and sync them to your external calendar, get them done and close those deals. You’ll learn how to use activities in Pipedrive, customize types and views to your needs, use the calendar and set up activity reminders and notifications. Scan the QR Code for a meeting with Joe Belnap with SalesDrive.com

Syncing your Email

Sync your external email account to Pipedrive (Gmail, Outlook, etc.) to keep your sales conversations in one place and prevent deals from falling through the cracks. What you'll learn Work with the email sync Respond quicker with email tracking Save time using personalized email templates. Scan QR code for a meeting with Joe Belnap from SalesDrive.com

Custom Fields and Filtering

Customize your Pipedrive account to match your company’s needs. Create fields and filters that are suited to how you operate. You’ll learn how to: Create custom data fields Create custom data filters.  Schedule a meeting with Joe Belnap from SalesDrive.com LLC

Importing Data

Have valuable data stored in a spreadsheet like Excel or another CRM program? Easily import the information into Pipedrive without missing a beat.You’ll learn how to: Get your data into Pipedrive from a spreadsheet Get your data into Pipedrive directly from another CRM.  Scan the QR Code to setup a meeting with Joe Belnap with SalesDrive.com.

Filtering

In this video, we’ll take you through the process of creating filters, setting up filter conditions, clearing and deleting filters, and creating favorite filters. Additionally, we’ll also provide insights into common filter use cases. Scan the QR code to schedule a meeting with Joe Belnap from SalesDrive.com

Scheduling

Did you know it takes an average of three days to schedule a meeting with a client who is already interested in talking to you? Our Scheduler solves this problem for you. What you'll learn Schedule a specific meeting time without the back and forth Define general availability in your schedule Share your schedule with your customers Understand how customers book a time with you

Insights

Keeping track of your progress is one of the most important parts of sales. The Pipedrive Insights feature will allow you to create custom reports, so you know exactly what you have accomplished so far and what you will need to improve on in order to hit your targets. There are two sections to the Insights feature: The reports section will allow you to create a visual representation of your sales performance in Pipedrive. You can then add these reports to the dashboard section, a collection of reports customizable by each user to show exactly what you need to focus on.You’ll learn how to: Set up a dashboard Create new reports Filter and group results by default and custom fields Choose and set up your graph type Adjust existing reports to your needs Share your dashboard

List View

Working like a spreadsheet within Pipedrive, list view allows you to generate filtered reports based on the information in your Pipedrive database.You’ll learn how to: Edit your list Filter specific data Bulk edit your data Export data Scan the QR Code to schedule a meeting with Joe Belnap from SalesDrive.com

Choosing a Plan

Pipedrive offers five main CRM plans: Essential, Advanced, Professional, Power and Enterprise. We recommend that you carefully evaluate your business needs and consider the features offered in each plan before deciding which CRM pricing model to choose. In the upper left corner of the video, you have the option to click through the playlist of videos for each plan. Scan the QR code to schedule a meeting with Joe Belnap from SalesDrive.com LLC

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