Pipedrive is a versatile, lightweight web-based CRM and Sales Management Software, dedicated mainly to medium and small sales teams.
Pipedrive is a versatile, lightweight web-based CRM and Sales Management Software, dedicated mostly to medium and small sales businesses, but working perfectly well also in large enterprises. Streamline your administration and choose automate tracking of your emails, calls and progress. Enjoy a single, simplified view of your sales process, being sure that everyone is on the same page.
Integrate the platform with Google Contacts, Google Calendar and other Google apps, and access it, wherever and whenever you want on your mobile or desktop. Believed to be one of the best CRM and sales pipeline management systems.
Once you’ve already learned Pipedrive’s best features, take a look at its pros and cons. Have in mind that it is a business solution with salespeople in mind, covering the selling process solely
Pipedrive is a great tool for sales managers that aim to increase teams’ productivity, especially in small and mid-sized businesses. However it is not a software for client or project management. You can add tasks, but it only covers the sales process. Yet, don’t expect it to be a comprehensive database of your prospects or clients. If you look for some customer service or relations solution, check out Hubspot, which will perfectly complement the latter part of the process.
Pipedrive’s support page has prepared ten helpful videos, helping you enjoy a good start with the platform. Divided into ten lessons, the video tutorials explain inter alia how to create custom fields and filters, migrate data, synchronize your contacts or calendars and many others. However, the absolute basis is covered in first video, where you learn how to customize your pipeline. Therefore you shall acquire how to you use filters and create your custom ones. Afterwards you can invite users, create and manage groups and set various permissions for particular members of the team.
The platform is designed to help small sales teams manage their intricate or lengthy sales processes. It assists them in tracking sales efforts throughout the pipeline, from cold calls to the completion of a deal. Thanks to its integration possibilities with multiple apps, as well as quite competitive pricing, it is a popular choice among small businesses. Most of them represent such sectors as Computer Software, Information Technology and Services, Marketing and Advertising and Staffing and Recruitment.
The platform offers customer support in the app in both English and Portuguese languages. You can talk with its specialists using Live Chat feature. Be aware, though, that it is available Mon-Fri 9:00AM - 5:00PM across EU and US time zones. Pipedrive support team is also accessible via social media. They have a response time of about 12 hours on Twitter, as well as a comprehensive FAQ section. The developers have also prepared many interactive and recorded videos to make your Pipedrive adventure as effective as it can be.
Pipedrive comes with 3 plans: Silver, Gold and Platinium. The first two are dedicated more for small businesses, with 1-10 people teams. The Gold one is designed to fit bigger organizations. When you compare prices to other online CRM systems you will notice that it comes with quite an affordable cost. Prices start from 12,50$ per user billed annually for the Silver plan and end on almost 50$ for the Platinium one.
If you have a team of 6 salespeople and you will choose Gold plan billed monthly, you will pay 90$. For 10 salespeople in this variant you get it for 125$ monthly. What is important, the vendor enables you to test the software for free, offering a 30-day trial version.
Make sure you won’t forget sending that e-mail after the first call with a prospect. Workflow automation allows you to forget about some repetitive tasks. It is designed to improve your team sales process by creating a better customer experience. As Sales Director you can be notified by e-mail when a specific condition occurs like: changing deal status or losing a deal.
Understand your data and results, knowing what comes from what. Figure out why one team member breaks a sales record, while another performs under expectations. Analyze the data and see if you are on the right way to hit your target or need to make some improvements. Pick the right deals to focus on and avoid stress at the end of the month.
With Pipedrive you can customize literally everything. Add customized fields to modify your sales pipeline stages according to your business needs. Turn on and off whole modules with only one click. Communicate with your clients, enjoying the access to a variety of modern editing filters to personalize messages, share and publish files that would be relevant for your teammates. Create fruitful group discussions.
Easy and time-saving ways of tracking email conversations. Pipedrive connects your emails automatically to your contacts and deals, providing that you’ll have a full overview of everything that’s happening with a prospect in one place.
Pipedrive allows you to take your sales pipeline with you anywhere you go. Its mobile apps enable to use the tool on the go, regardless of the place you are actually at. It also enables to take notes during a meeting or call using the application. The data is backed up in real time onto a separate server.
Mailchimp – The integration gives you possibilities to send customized, targeted emails to specified groups of clients within your Pipedrive’s contact list. It takes only few clicks to export client information to Mailchimp and filter the ones you look for an email campaign.
Zapier – Use this integration to avoid tedious tasks without any fear of forgetting about them. For example, whenever a new client subscribes to your Mailchimp pemails, Zapier will add automatically save the contact in your Pipedrive as a new one. You can also add new clients from spreadsheets simply by adding new rows.
Google Apps and Google Drive – Another vital integration allowing an easy, two-way sync between the platforms and saving both contact information and calendar appointments. Create proposals, specifications or presentations on your Drive, attach them to deals and contracts with Pipedrive. Integrated with Google Drive you will have them on the go, as any data updated in one of the programs, will be automatically synchronized in the other.
Aircall – Coordinate and synchronize your phone communication and sales process easily with Aircall-Pipedrive integration. With one click, you can call clients using your Aircall phone numbers. Regardless the outcome of the call, it will be recorded as activities within Pipedrive and assigned properly to a given contact. The integration makes the transformation from lead to a customer more smooth and pleasurable.
Front – Synchronized with Pipedrive, Front will log your conversations as activities in the CRM system, making the sales process always up-to-date. Various stages can be reviewed in Front for reference when contacting clients.
Pipedrive CRM places importance on ease of use and implementation, abandoning some of the more complex features. If you begin your adventure with CRM or represent SMBs and want to enjoy essential functionalities for reasonable prices, go for Pipedrive.
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