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.
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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