Nowadays, technology provides us with a variety of tools that make this task easier . The so-called CRMs have become a "must" for any modern sales team. One of the most recognized is Pipedrive , and in this article we consulting email list will tell you what it is and how it can help you increase your sales.
What is Pipedrive CRM?
Pipedrive is a simple yet robust CRM and sales pipeline management app that is used by numerous small and medium-sized businesses around the world. The system has been designed by web application developers and sales professionals. The software has many features that will help you organize your leads , have a clear overview of your sales, manage your sales funnel , etc.
Pipedrive is very easy to use and can be accessed by your sales team from a PC or mobile device. Plus, it easily integrates with Google apps like Google Contacts and Google Calendar . Pipedrive has a strong foundation in direct sales. You can use this system to efficiently manage your organization's sales pipeline. Here's a video explaining how it works:
Pipedrive Features – What’s Included?
Pipedrive has many features that will help you better manage your business's sales process, the main ones are:
Offers
In this tab, you can manage all the deals that are taking place within your organization and you can handle them at different stages of your sales pipeline. The sequence of stages will allow you to visually check which deals are in the process, the associated activities, and the value you can get from it all.
In this tab, you can find the email address assigned to you by Pipedrive, which is similar to [email protected]. With this email, you can keep track of the emails you send and receive.
When you send an email to your client, you can add your Pipedrive email in the BCC field and the message will appear in this section. You can also attach the email to the client's history.
Additionally, you can send and receive emails from your contacts by linking an email account of your own, but this requires an account on a special plan.
Occupations
In this section you can find scheduled activities executed with each agreement, the activities can be: Call, Meeting, Task, Deadline, Email, Lunch…
Contacts
In this tab, you can manage the people and organizations you do business with, including adding their basic information such as full name, email, and contact numbers. Pipedrive makes this process simple, so it doesn't include fields that aren't necessary to conduct business.
