Your Ultimate Guide to Pipedrive: What is it and How Does it Work?

In the fast-moving world of sales, it’s the software that determines how well your company manages its customer relationships. Over 100,000 companies have chosen Pipedrive as their CRM software. Flow Digital’s expert Pipedrive Consultants have compiled this guide drawing on their combined experience onboarding and implementing Pipedrive for a wide range of different industries. Read on to discover all about Pipedrive: what is it and how is it helping businesses increase their sales?

What is a CRM Platform and Why Use One?

A CRM (customer relationship management) platform keeps customer and sales data in one organized, easy-to-manage center. It’s a crucial need for any growing business; without a robust, well-implemented CRM system, companies struggle to coordinate between people, projects, and programs—facing overall ineffectiveness and frustrating lack of growth. Valuable data is slipping through the cracks when it could be boosting their bottom line.

CRM platforms store customer information, including preferences, contact info, communication history, past purchases, and special requirements. With a cohesive profile of each customer, your team can offer on-target suggestions and tailored service—leading to more sales, and nurturing loyalty-based client relationships.

An effective CRM system ensures the moving parts of your business work together, boosting your sales team’s efficiency and enhancing customer experience. Plus, having all your customer data in one organized hub keeps your team on one page, syncing their collective info to streamline the sales process. One step successful businesses take to guarantee smooth adoption is by getting guidance from a CRM consulting agency.

Pipedrive – What is it?

Pipedrive is a cloud-based CRM software designed to help companies manage their customer relationships and sales. Founded in 2010, the SaaS (software as a service) is available as a website and mobile app for convenient access.

In the competitive, fast-growing CRM market, Pipedrive is just one of the dozens of software options, but it ranks high on the popularity list. Used by over 100,000 companies (including corporate giants like Amazon, Vimeo, and Skyscanner), Pipedrive has received rave reviews.

Companies have lauded Pipedrive for its straightforward features and its ability to drive growth in all businesses, regardless of their size.

Pipedrive Features

What is Pipedrive used for?

Pipedrive’s ability to transform a company’s sales scene lies in its range of easy-to-use features, all specifically designed to grow your business. Pipedrive CRM features include:

· Customize: Create your own pipelines, labeling and managing them according to your business’s unique needs.

· Organize: Pipedrive gathers customer data into one central, organized hub—presenting it visually for maximum readability.

· Track: Pipedrive lets you see a complete overview of each customer’s history.

· Integrate: With over 400 Pipedrive app integrations (and counting!), you can connect your favorite calling, marketing, and lead-generation apps to make your system even more powerful.

· Control: You’ll have your sales data and trends at your fingertips so you can see what’s working. Visual reports help you track your progress with confidence.

· Automate: Get the time-consuming, repetitive tasks done for you, including lead sourcing and relationship-building.

· Follow up: With Pipedrive, you can schedule automatic reminders, so you never miss a follow-up.

How Does Pipedrive Work

Pipedrive guides your team through each step of the sales journey, from gathering leads to closing deals. What does Pipedrive do?

Here’s a summary of the process:

1. Pipedrive pulls leads from your various sources, including chatbots and email forms. (With integrations like LeadBooster, Pipedrive can also help you generate new leads.)
2. Based on key attributes, Pipedrive will categorize your leads by their lead quality score so you can engage customers accordingly.
3. Pipedrive matches new leads with the right sales rep.
4. Pipedrive automates repetitive tasks like prospecting (by narrowing down your leads to the most promising ones), customer communications (by automating email sending), or logging phone calls into client profiles. It’s a win-win: automation simplifies your workflow and leads to more personalized experience for your customers.
5. Pipedrive reporting tools identify customer trends and assess sales performance, posting reports on your dashboard. The software can even forecast future sales revenue, so you know exactly what to expect.

It’s a fail-proof formula. With your CRM expertly managed by Pipedrive, your team can focus on nurturing leads and providing customers with a personalized experience. No more second-guessing or taking hopeful shots in the dark; with Pipedrive, your team will always be confident about the next step they need to take.

How to Get Pipedrive Right

With its easy-to-use features and proven success rates, Pipedrive’s CRM software is the popular choice for thousands of growing businesses. Now that you know all about Pipedrive, what is it and how does Pipedrive work, it’s time to onboard your newest, most efficient sales rep. Want to add your company to Pipedrive’s storybook of success stories?

Pipedrive may be simple to use, but it takes proper implementation to unleash its full, awesome power. You’ll need the right automation, customizations that suit you, and integrations that work with your tech stack. Pipedrive offers it all, but the wide range of options can make it difficult to nail down what’s best for you.

Flow Digital can help with that. As experienced Pipedrive consultants, we’ll guide you through the process so you’re guaranteed optimum results. We’ll analyze your business model and configure Pipedrive to reflect your needs, customizing your system so it’s a cinch to manage. Our Pipedrive experts will check in regularly, troubleshooting, implementing upgrades, or tweaking the system to ensure you’re getting the most out of Pipedrive.

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