What is Pipedrive?
Pipedrive is a sales software that automates sales management and CRM-related processes. It is cloud-based software, which was introduced in the year 2010 by Urmas Purde. (Co–Founder) The software has been spread into 175 countries and 100,000 companies using it as their CRM solution. Most importantly, Financial Times have recognized it as the fastest-growing company in Europe. Its complete guidance, which is provided through articles and video tutorials, will enable users to get the maximum benefit from the software. Further, they offer a free 14 days trial period for all of its pricing plans without limiting a single feature. Its user-friendly interface, highly customizable capabilities and continuous support are some of the features that increase the popularity of the software among the customers.
Services offered by Pipedrive
1. Sales Management
It is very important to manage sales in line with the current changes in technology. A productive sales platform is a necessity to achieve success and stability in a competitive business world. Maintaining better relationships with customers, increasing productivity in the sales process, increasing sales revenue, facilitating communication and reducing administrative costs are some of the major advantages of using a sales platform. It can be recognized as an all-in-one solution, as Pipedrive allows its customers to experience all of the above-mentioned advantages.
2. Pipeline management
Pipedrive provides a clear view of deals by sales stages. These insights will help salespeople to act promptly. Its statistical tool provides answers instantly in a more detailed way by displaying the status and the steps needed for the improvement of the pipeline. It is also a highly customizable sales platform, which enables users to add sales stages, members and different kinds of activities. Further, its graphical representation provides the necessary visibility and its drag and drop interface feature simplifies the process of adding new deals or contacts.
3. Automation
With the introduction of AI technology, most of the repetitive, mundane tasks can be automated. Pipedrive has a lot of AI-driven and automated tools integrated with its software. IT sales assistant automation tool consists of behaviour-based cards, which generate information about performance tips, integrations and inform people about changes accordingly. It enables companies to automate the workflow by automating follow-up emails and calls and it allows users to create customized emails rather than using standardized templates. As we, all know it will be easy to make a sale if we have the right approach. Pipedrive’s smart contact enables users to grab more information about their prospects from different sources like LinkedIn, Google and Twitter.
4. Insights and reporting
The main reason for using a CRM platform is to gather and grab information. However, data cannot be beneficial for organizations until it is converted into insightful reports. Pipedrive has addressed this issue by providing customizable reports. These fully customizable reports enable users to use their metrics, filters and groups to get a clear understanding of companies’ sales patterns and help them to make more accurate predictions. Its sales dashboard graphically represents details in the reports and enables users to share them with anyone easily. Further, it enables users to create more detailed and achievable goals. Its forecasting feature enables companies to utilize their limited resources to meet predetermined objectives.
5. Email and Communication
Pipedrive’s well-developed email strategy enables companies to win they are customers easily. Its contact management feature enables companies to manage their contact details easily. It classified details into sections and provides a graphical representation of all the interactions. Its group email and email scheduling features add more value to the software.
Further, its standardized and personalized templates will save a lot of time for salespeople. Its meeting scheduler feature allows users to arrange a time for a call by simply sharing the availability details with the other party. Furthermore, this is not limited to scheduling a meeting but also facilitates direct calling, tracking and recording facilities as well. Finally, its smart docs enable users to automatically fill the details in the documents, sign documents with e-signatures, manage and keep an eye on currently-using documents etc.
Accounting and Pipedrive
Its integrations with accounting and invoices-related software will help the accountants to automate some of the accounting-related tasks. It has integrations with some widely used accounting software like Xero, QuickBooks etc. Its integration with Xero and QuickBooks enables users to automate invoicing process and track the status of the invoices while saving time with auto filing. Further, its integration with Danish CVR lookup helps companies to automatically import and fill the general details of the clients by simply using the CVR number. Most importantly, its integration with Dryrun will graphically represent cash flow details and creates financial models for different scenarios.