How's it going Pipedrivers?
I'm James of Pipedrive.
And it's time to look at what's improved
over the last month or so.
First of all, and perhaps most importantly,
we've given our interface a makeover, so much cleaner,
focused, and easier to read now, right?
Let's dive in a little bit deeper
with one of the people
that's actually responsible for making this magic happen
in the first place, Almonzer
Hi folks.
So my man, tell us a little bit more about this new UI
and what's changed and why do we do it?
Well, my friend,
the biggest change you will find is that
your main navigation has moved from the top of your screen
to the left of your screen.
So why did we do this?
Well beside being easier to read this makes room
to bring more features and value to all of you
without adding complexity or cluttering, your space,
keeping Pipedrive easy to use as we grow our product.
Another new thing under your leads,
you can find all the lead generation tools you may need.
You can collapse or expand your sub menu
to consolidate on space
or hover over to bring it whenever you want.
Typically, after working with your leads,
you will convert them to deals in your sales pipeline,
where you track them throughout your stages
of your sales process.
After your deals, you'll find any other
additional tools you may need,
like your email, your activities,
your list of contacts, your insights,
and lastly, your product catalog.
Key features like Workflow Automation
importing and exporting data, and Scheduler,
are now much closer,
making them more accessible to you.
You will also find useful stuff
like how to videos and articles.
Also take note that search is now front and center.
Plus the new quick action button where you can add deals,
schedule activities, and add contacts,
or products from anywhere.
This also works with quick-add keyboard shortcuts.
Your settings is mostly the same as before.
Here is where you configure your personal settings,
like syncing your calendar and company settings,
like managing your users and permissions.
Plus security related features.
This update will be followed by others
like the ability to customize your navigation experience,
improved search capabilities and better accessibility options.
That's it from me everyone.
Please be sure to leave us feedback.
If you have any thoughts,
we love hearing your words, good or bad.
Thanks Almonzer, next up
let's talk about sales documents.
Getting a close on a deal can often feel like
the last mile of a marathon.
And so that's why Jess and her colleagues set out to evolve
the way you work with sales documents
and proposals in Pipedrive.
So why don't you tell us more about it Jess?
Well, we wanted to give you all the tools
that support your sales process,
right from the moment you send the first proposal
out to your customer to when the money hits the bank
and that's why we've created Sales Documents in Pipedrive,
it's currently available to all of our customers
on advanced plan and above.
And this is with an integration with Google drive.
So it's powered by Google docs.
We're also working on an integration
with one drive and it's coming soon.
So you'll be able to use Ms. Word files as well
with Sales Docs, you can set up templates
for your frequently used proposals or quotes,
and you can do this by creating one from blank
or importing a template that you already use
from your drive.
Better yet, you can add Pipedrive fields
to these templates or merge tags, if you like.
And then essentially when you create a document
from these templates, Pipedrive will automatically,
pulling the right information from the deal
and add it directly to the document.
So this ensures that you've got
the correct information in there
and it saves you all that manual time,
copying and pasting information
from one source into another.
Once you're happy with your document
and it's ready to go to your customer.
You can send it via one of our trackable links.
So you'll receive an alert the moment that it's opened
and you'll be able to follow up in the moment
and hopefully increase those chances of sealing the deal.
Finally, another benefit to using sales docs
is that you're always guaranteed to have on hand
the most current documents, they'll be categorized
and easy to access in the deal
right next to the rest of your sales data,
bringing more information into one place.
That's it for now.
Thank you, Jess.
Now a while ago, we introduced required fields in Pipedrive
where you can mark any field as required
before creating contacts or deals are required
before moving deals to other stages, for example,
and this helps ensure data quality,
but you can now mark a field to be required
only when a deal is marked as lost or won.
Super nice, right?
You know what else is nice?
Awards, Pipedrive was ranked in the top three CRMs
of the world by both Capterra
and the U.S. News and World Report.
Pipe drive was acknowledged for it's array of
Lead management, automation,
communication, and sales tracking
that helps businesses manage their revenue and sales.
Now we know it's cliche by now,
but we're also acclaimed for ease of use.
So we hope the new interface
further proves our commitment to this.
Awesome Mereanna! Now we talk a lot in these videos
about what's already improved in case you had missed it.
But what if you wanna know more
about what's already planned ahead in the future
and you can get a little glimpse of it in advance.
What are we supposed to do Ines?
Well let me tell you how you can stay up to date
on what's planned for Pipedrive.
Just go to the Pipedrive community
and head to the "what's planned" section.
This is a read only topic
we'll use to communicate some of the features
our teams are currently working on.
You can still always leave suggestions and feedback
in their own dedicated sections in the community
so see you there everyone.
Thanks Ines, well that about wraps it up
for this month's updates everybody,
As usual. We really appreciate you.
thank you so much for watching
and until next time pipe drivers.
