Pipedrive™

What is Pipedrive™?

Pipedrive™ is a revolutionary Sales CRM that has been designed to help businesses manage their leads, track sales activities, and ultimately close more deals. With Pipedrive™, sales teams can streamline their processes, consolidate sales data, and automate follow-ups to ensure timely responses to leads. The platform enables businesses to keep a close eye on sales achievements, assess team performance, and make ongoing improvements.

One of the key features of Pipedrive™ is its ability to provide real-time sales insights, allowing users to monitor sales performance, set goals, and measure progress with visual reports and dashboards. The platform also offers forecasting tools to track revenue and confidently predict earnings based on past performance. With Pipedrive™, businesses can gain a comprehensive view of predicted income and make quick, tactical adjustments to their sales strategy.

Another standout feature of Pipedrive™ is its customization options, allowing users to tailor the CRM to their unique sales process. By customizing and automating the customer journey, businesses can remove clutter, bottlenecking, manual admin, and confusion from their sales process. Pipedrive™ also offers advanced integration capabilities, allowing users to connect their tech stack and discover new tools through the Pipedrive™ Marketplace.

How to Use Pipedrive™?

• Visit Pipedrive's ™ homepage at pipedrive.com
• Click on the 'Try it free' button located on the main navigation bar
• Fill out the sign-up form with your email address and choose a password
• Click 'Get started' to create your account
• Check your email for a verification link and click on it to verify your account

• Log in to your Pipedrive™ account
• From the dashboard, click on your profile picture on the top right corner
• Select 'Data Import' from the dropdown menu
• Choose the source for your existing data (e.g., spreadsheets, other CRM software)
• Follow the prompts to upload your data and map it to the relevant fields in Pipedrive™

• Navigate to 'Pipeline' from the main menu on the left
• Click the 'Add new pipeline' button
• Name your new pipeline according to your sales process
• Add stages to your pipeline by specifying names and corresponding probabilities
• Drag and drop stages to reorder them as needed, then click 'Save'

• Go to 'Settings' by clicking on your profile picture
• Select 'Personal preferences' and then 'Email sync'
• Follow the prompts to connect your email account by entering the necessary credentials
• Repeat the process to sync your calendar by selecting 'Calendar sync'
• Schedule tasks or appointments directly from Pipedrive™ and it will update automatically

• From the 'Pipeline' view, click on the 'Add deal' button
• Fill in the deal details such as deal title, value, expected close date, and associated contact person
• Assign the deal to a stage in your sales pipeline
• Click 'Save' to add the new deal
• For new leads, use the 'Leads Inbox' feature to capture and categorize your leads

• Navigate to the 'Workflow Automation' section from the main menu
• Click on 'Create workflow' to start setting up automation
• Choose triggers for your automation such as 'new deal added' or 'stage changed'
• Define actions that should follow the trigger like 'send an email' or 'create a task'
• Review and name your workflow, then click 'Save and activate'

• Select 'Insights' from the main menu on the left
• Click on 'Create new dashboard' to start building a custom report
• Add widgets to your dashboard such as 'Deals won', 'Revenue forecast', or 'Activity metrics'
• Customize each widget by setting parameters and filters according to your needs
• Save and view your dashboard regularly to monitor your sales performance

• Visit the Pipedrive™ Marketplace by selecting 'Integrations' from the main menu
• Search or browse for the apps you want to integrate with Pipedrive™
• Click on the app, then follow the prompts to install and grant necessary permissions
• Customize settings for integrations to align with your workflow needs
• Confirm and test the integration to ensure it's functioning correctly

• Download the Pipedrive™ mobile app from the App Store or Google Play
• Install the app on your iOS or Android device
• Open the app and log in using your Pipedrive™ account credentials
• Access and manage your pipelines, deals, and tasks from your mobile device
• Enable push notifications to stay updated on your sales activities on the go

Pipedrive™ Features

Feature 1: Automated Lead Nurturing

Automated Lead Nurturing in Pipedrive™ helps sales teams never miss a follow-up and focus on the right leads by automating sales conversations.

Function Detail

• Users can set up automated sequences that trigger based on email interactions or link clicks.
• Custom rules can be established to automatically assign leads as they progress through the sales funnel.
• The system facilitates boosting productivity with automated follow-ups, keeping leads and prospects engaged.

Feature 2: Sales Insights

Sales Insights in Pipedrive™ drive sales strategy by providing real-time insights and comprehensive sales analytics.

Function Detail

• Users can dive into real-time sales reports to understand the ins and outs of their sales funnel.
• The system offers forecasting, goal-setting, team monitoring, and advanced sales metrics tools to aid in decision-making.
• Sales performance can be monitored, progress tracked, and bottlenecks identified to keep the sales pipeline running smoothly.

Feature 3: Customizable CRM

Pipedrive™ offers a CRM tailored to businesses, seamlessly switching to a sales tool that adapts to the buyer’s journey.

Function Detail

• The system adapts to the unique sales process of each business, providing tools and tips for success.
• Custom fields can be added to capture essential information for the sales team and automate calculations with smart formulas.
• Users can shape the CRM to fit their business needs, differentiating it from other CRM solutions.

Pipedrive™ Frequently Asked Questions