While Pipedrive does not have a dedicated partner area, or partner-user type, you can make Pipedrive work for partner sales with integrations. SP_CE Partner Portal, for example, integrates directly into Pipedrive and removes any need for manual entries or giving your partners direct access to your CRM.

Partner-sales organizations that use Pipedrive on its own tend to do this:

  • They ask their partners for deal updates and projections
  • They add these in gigantic spreadsheets
  • They manually add and assign deals in Pipedrive

This works. It really does. But it does take a whole lot of administration and makes you reliant on your partner’s gut feeling. Plus, you need to actually get a hold of them, and do that on a monthly, or quarterly basis.

Your Integrations that make Pipedrive work for partner sales Goes Here

With an integration to another tool, like the SP_CE Partner Portal, this is made immensely easier: by integrating Pipedrive to SP_CE, you can allow your partners to add and manage their deals directly in SP_CE, and gain full oversight over their respective deals in progress. Here are some things you can do by integrating SP_CE with Pipedrive:

  • Get notifications when deals have been added, changed – or have passed their close date. Send the same notifications to partners to ensure they continuously update their deals.
  • Add transparency to partner pipelines, and make pipeline management a collaborative work between you and partners.
  • Allow partners to add and manage their deals without needing a direct user in your CRM.

With SP_CE, life becomes a easier for both you and your partners, and you can get a very cost-efficient solution to the problem of manually managing partner pipelines.

Want to know more about SP_CE and Pipedrive? Head to our Pipedrive Page to learn more.

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