Pipedrive - please share actionable tips for setting up and running search
April 26, 2024
by a searcher from INSEAD in Warsaw, Poland
I am hoping to talk to Pipedrive masterminds about how they set up and used Pipedrive day to day in their search. I would really appreciate your time. I will summarise findings I get and repost given I have seen no previous posts with actionable details (please point me in the right direction if I missed anything).
Example of questions I am working through:
1. Should I use leads or deals for the initial proprietary outreach + reminders (currently thinking of leads for outreach and converting to deals once I get a response)
2. Is the Pipedrive outreach automation enough or do I need Reply.io/other tools to get it right?
3. How many pipelines do you use and for what journey? (currently I am thinking of one for proprietary outreach from the moment of first response and one for brokered deals)
4. What fields to include at the deal level? (currently thinking of basic dating criteria plus some proxy for a scorecard to be able to see quality of a deal at a glance and with a minimal need to double type info between tools)
5. How did you setup reporting to minimise the need for extra work when preparing investor reports?
6. Based on the above, which Pipedrive plan is enough?
from Rensselaer Polytechnic Institute in Tampa, FL, USA
Step 1: Put an excel template together with relevant broker information you will want for your search, i.e first/last name, company, phone number, email, location.
Step 2: Hire someone on Fiverr for ~$15-20 to spend several hours scrubbing LinkedIn for brokers in your geographic area to populate the template. I am geographically contained, but if you aren't, perhaps expand geography but require brokers to have >500 connections.
Step 3: Import Excel data into Pipedrive. It will automatically add contacts, brokerages, etc. into the software, with the ability to add custom fields.
Step 4: Start calling/email brokers now in your Pipedrive contact list and tracking communication.
Step 5: Add deals to your 'Deal' tab and tie them to the broker. I've customized mine with 4 categories: Deal Discovered, Signed NDA, LOI Submitted, LOI Signed. Move them through the pipeline or delete as you go.
Step 6: Spend 1-2 hours a day reaching out to brokers. 'Tag' ones who aren't helpful as low priority, tag the helpful ones as high priority. Rinse and repeat. Clean your Pipedrive up until you are running cycles through your broker list every 2-4 weeks and you're top of mind when that perfect deal comes through.
Step 7: Profit.
from DeVry Institute of Technology in Whittier, CA, USA