OKRs for Pipedrive

Posted by Ivan Osmak
on February 9, 2018

We have just released 23 out-of-the-box metrics for Pipedrive CRM, which you can use with your OKRs. Using these metrics means, that your key results will update automatically, in real-time.

How does it work?

Let us imagine you want to increase the activity of your sales team. Once you install Pipedrive presets for Gtmhub, you will get many different metrics directly coming from Pipedrive – among them, the activity metrics.

Adding number of calls as a dynamic key result
Adding number of calls as a dynamic key result

You can go through InsightBoards and add any metrics you want to your objectives, together with their desired targets. From that point on, Gtmhub will be updating your progress automatically.

Take it further

In addition to out-of-the-box insights, you can also build your own, either in SQL or R language.

Pipedrive data sources
Pipedrive data sources

At the moment we support following data sources coming from Pipedrive:

  • Deals
  • Activities
  • People
  • Organizations
  • Products
  • and Product prices

In case you need something that’s not there, drop us a line and we’ll be more than glad to add it.

 

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