Pipedrive™ CRM - The Only Sales Tool You Need

In the world of sales, success is not just about closing deals, it’s about taking the right actions to get there. This is what the founders of Pipedrive understood when they set out to build a customer relationship management (CRM) platform that would help users visualize their sales process and get more done. Since its inception in 2010, Pipedrive has been revolutionizing the way sales teams approach their work.

One of the key features that sets Pipedrive apart is its focus on sales activities. By prioritizing actions over outcomes, users can stay on top of their pipeline and ensure they are taking the steps necessary to close deals. The visual pipeline is another example of the sales wisdom that the team has incorporated into Pipedrive. It allows users to easily see the status of each transaction and access a range of intelligent and user-friendly features.

As Pipedrive continues to evolve, its goal remains the same: to make sales success not only possible but inevitable for teams everywhere. In 2020, the platform received a major boost when Vista Equity Partners, a leading global investment firm focused exclusively on enterprise software, data, and technology-enabled businesses, became its primary investor. This investment, combined with ongoing support from customers, will help Pipedrive achieve its goals.

At its core, Pipedrive is a platform built by salespeople, for salespeople. The team understands the challenges of the sales process and has created a CRM that addresses these challenges head-on. With Pipedrive, sales teams can focus on what matters most – taking action and closing deals.

Pipedrive™ CRM - The Only Sales Tool You Need

Using Pipedrive in 4 Simple Steps to Boost Your Sales Process

As a sales professional, you know that managing a sales pipeline is not an easy task. There are countless stages, activities, and metrics to track, not to mention the need to continuously optimize your process for maximum success. This is where Pipedrive comes in, an easy-to-use sales management tool that helps you streamline your pipeline and grow your business. Here are four simple steps to using Pipedrive to boost your sales process.

Set up Your Pipeline Stages

The first step is to set up your pipeline stages. This is your visual representation of your sales process, and it's totally customizable to fit how you work. Name the stages based on the steps you take deals through to close, or choose a template. With Pipedrive, you can easily drag and drop deals between stages and track your progress in real-time.

Focus on Sales Actions

Instead of fixating on the finish line – the sale – focus on the actions that get you there. A sales activity is anything that moves your deals toward closing. It can be a phone call, lunch, meeting, email, or anything in between. With Pipedrive, you can schedule plenty of activities and let the software remind you what to do next. This keeps you on track and ensures that no deal falls through the cracks.

Track Progress towards Goals

As you do activities and drive deals forward, Pipedrive monitors your performance like a coach. It calculates your average conversion rate so you know how many new leads to get and activities to complete to meet your targets. Real-time reports show if you’re on track, giving you time to adjust course if needed. With Pipedrive, you have a clear picture of your progress towards your goals at all times.

Optimize and Grow

Pipedrive’s easy analytics get your sales process down to a science. No more shutting your eyes and hoping for the best. Automations do admin tasks for you, while integrations with your favorite tools save you time. All that’s left is to refine your winning formula and set even bigger goals. With Pipedrive, you can easily identify the areas of your sales process that need improvement and optimize your approach to maximize success.

How Pipedrive's Features Help You Focus and Close More Deals

As a sales professional, you know that time is money. Every minute counts, and distractions can take away from your ability to close deals. This is where Pipedrive comes in, a sales management tool that is packed with features designed to help you focus, prioritize, and close more deals. Here are some of the key features that make Pipedrive the ultimate tool for sales professionals.

Manage Leads and Deals

Pipedrive helps you manage your leads and deals by allowing you to create custom chatbots and web forms that feed hot leads straight into your sales pipelines around the clock. This ensures that you never miss out on a potential sale, and that you have a steady stream of new leads to work with.

Track Communications

With Pipedrive, you can track all of your communications in one place, whether it be calls, emails, or contact history. This gives you full visibility and control over your schedule, allowing you to manage your time more efficiently and prioritize your most important deals.

Automate and Grow

Pipedrive helps you automate repetitive administrative tasks, freeing up your time so you can focus on closing deals. Plus, with artificial intelligence, you can learn from your past performance and optimize your sales process to close more deals in the future.

Insights and Reports

Pipedrive provides deep insights and reports customized for your business, allowing you to measure company performance against set goals. With these metrics, you can identify areas of improvement and optimize your sales process for maximum success.

Privacy and Security

Pipedrive takes privacy and security seriously, providing full transparency and peace of mind on when and how your business data is being used. You can rest assured that your data is safe and secure with Pipedrive.

Mobile Apps and Integrations

With Pipedrive's mobile apps and integrations, you can access your sales pipeline from anywhere, whether it be on the go or at the office. Plus, you can integrate Pipedrive with your favorite sales-boosting apps to streamline your workflow and close more deals.

In conclusion, Pipedrive is an essential tool for any sales professional looking to focus, prioritize, and close more deals. With features that help you manage leads and deals, track communications, automate and grow, provide insights and reports, ensure privacy and security, and access Pipedrive from anywhere, you can optimize your sales process and achieve greater success. So why wait? Sign up for Pipedrive today and start closing more deals.