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CRM tools eliminate the need to use spreadsheets, databases, and other apps used by businesses to track client information. This improves the organization’s efficiency, saves time, and attracts clients. Client management tools such as Pipedrive link the sales lead data and clients. In other words, Pipedrive delivers an efficient and user-friendly CRM to help you sell your products and services.
Pipedrive is a CRM tool that also serves as an account management solution with the ability to improve marketing campaigns. The tool offers proactive solutions for streamlining calls, emails, and schedules on various devices. One of its important benefits is that it can visualize the entire sales process from the beginning to the end. This improves efficiency while eliminating the need for second-guessing among staff members.
This sales-focused tool is attractive due to its integration features and the fact that it’s easy to use.
Pipedrive is a sales manager, helping you determine the events and activities you must prioritize. This is why it’s a must-have tool for business owners and sales managers. Additionally, it’s a reliable tool for salespeople. Pipedrive will give you clear insights into your sales pipeline. The tool helps you focus on the right offers and deals.
Pipedrive is the first CRM tool developed from the viewpoint of a salesperson. The tool has been recognized by Blueprint as a user-friendly CRM solution.
Adding deals to the tool couldn’t be easier. The process can be accomplished with the click of a button. You only need to select "add deals" and fill the popup dialog box with the required information. Planning events and scheduling meetings is easier due to its advanced activity scheduler. However, you need to learn the basics of the mail tab since it's where all the emails are synced. The tool also has a bulk editing feature, which modifies multiple fields. The feature lets you use colors and symbols to categorise information.
It is irritating when prospects are trying to reach you, but you have no idea who they are. It’s worth knowing each prospect and keeping track of where they were in your marketing campaign. An erratic lead flow can significantly cost you business, especially when the prospect realizes you are disorganized. Pipedrive lets you monitor your leads and emails. This helps you know the status of all prospects and keep track of the emails they open.
The minimalist design of the tool and its unlimited configuration ease lead management. The platform uses customizable web forms to collect contacts. These web forms can be fitted directly into the webpage. With multiple CRM and contact management integrations, importing leads from another system is as easy as clicking a button.
Imagine being able to see the deals due this month simply by glancing at an efficient sales dashboard. Or imagine having a user-friendly dashboard that your team members can use to access your lead flow. Pipedrive makes all of this possible. Let’s look at other noteworthy features that the tool delivers:
This is a great feature that keeps lead and sales processes front and at the center. This feature lets the business owner know the best way to promote conversation.
The software’s dashboard shows the status of potential customers across various sales stages. This helps your team determine the next best step to take.
Having the most trustworthy business means massive lead generation, or your business will collapse. Pipedrive comes with a lead generation feature which plays a pivotal role in launching and deploying a smart bot that can generate leads. Routing these leads to your sales representatives prevents your clients from falling through the cracks.
Data has no use if you don’t understand its implications. On the other hand, easy-to-understand data is an important marketing tool. That’s why developers decide to include a sales reporting dashboard to help you understand the main performance indicators that help your business grow.
The tool was rewarded in 2021 and 2022 with three yearly awards. In 2022, Pipedrive was named:
In 2021, the software was recognised as:
Pipedrive is a CRM tool designed to eliminate paperwork and other manual activities. The tool improves business efficiency and customer satisfaction. This contributes to significant business growth.