- Pipeline Management
- Web Forms
- Contact Management
- Email Inbox
- Sales Assistant
1 – Pipeline Management
Pipedrive offers your organization a comprehensive pipelining framework that lets you take control of every facet of your pipeline. Also, it grants you the ability to keep tabs on the metrics you deem necessary. The clarity offered by the tool lets you make the right decisions concerning the future of your organization. Sales stages segregate your deals. In effect, this provides you and your team a better understanding of where you need to put your efforts and shift priorities accordingly.
Pipedrive also provides a reliable statistics tool. It gets you the answers you need, like the stages of your pipeline that need your attention. With intuitive data visualizations, analyze the parts of your organization and make improvements when needed. Only the power of your creative prowess limits sales stages. The suite lets you have as many as you want, in addition to the team members or activities that may pertain to these stages.
2 – Web Forms
Forms are an essential part of any marketing campaign. Pipedrive’s powerful, customizable form builder offers you the possibility of gaining quality leads. The form creation tool is intuitive and easy to use, giving you the ability to craft personalized forms with ease. Also, replies to forms are automatically stored in your contact database, letting your pipeline access them automatically.
This automation gives your organization vital details of potential clients, information that can be used to build better pipelines. You can share the forms across a variety of platforms, be it as a web form on a page or via email or social media campaigns. In effect, your forms can reach a wide audience with the help of Pipedrive’s powerful forms.
3 – Contact Management
Pipedrive offers your firm an effective means of managing essential contacts and organizations. The suite lets you view entire timelines of contact activity history. Once contacts have been added, you can add people to deals accordingly. Also, you can cut down on the hassle of migrating from a different service by seamlessly importing your contacts from Google or Microsoft’s powerful suites. A Contacts Timeline gives you a bird’s eye view of all the activities concerning any contact, letting you follow up old conversations and pick up new leads with ease.
4 – Email Inbox
Email campaigns are a powerful means of gaining new leads and customers. Live notifications keep you in sync with the developments in your organization. In effect, these notifications show you when an email has been clicked or viewed, giving you the chance to follow up with a suitable marketing pitch. Also, the powerful built-in email builder offers your organization multiple templates from which you can choose. You can also create your emails and use merge fields to auto-populate data. The suite sends emails in batches like lead segments, which lends your campaign a degree of personalization.
5 – Calendar
Pipedrive lets you manage your schedule effectively with a capable calendar application. The Calendar view lets you see your tasks based on day, week, or month. Further, you can also see your tasks neatly arranged as a to-do list, keeping things simple and effective. Besides, you can sync this calendar with popular calendars such as Google Calendar or Outlook to ensure that you never miss out on crucial details. The suite grants you the option of scheduling calls or emails with organizations and contacts to seal deals and generate new leads. Reminders sent by Pipedrive ensure that you never forget any follow-up of sorts.
6 – Sales Assistant
Think of Pipedrive’s Sales Assistant as a supercharged AI-powered sales mentor. It offers you tips personalized based on your pipeline. In effect, these automated hints are based on your behavior, ensuring that you are continuously improving your workforce without training or consultants. It takes care of repetitive tasks for you, giving you app integration and feature options that can do the heavy lifting for you.
Further, it also shows you graphs that depict good and bad performance trends. This visual information helps you determine what works well in your organization and what can be improved. You can also automate critical sectors of your pipeline to cut down on time spent and devote more time to matters that are of significance. With the help of triggers and actions, you can automate any stage of your sales funnel. Also, your email campaigns can be automated to go out based on deal creation or at a particular stage of a deal. This automation ensures that high-priority tasks are dealt with suitably.
7 – Reports
Yet another essential facet of any firm is its documentation. Pipedrive offers comprehensive reports on products and activities, highlighting key metrics that help you understand your business better. In effect, this lets you gain valuable insights that can impact the decision-making process and boost sales. Sales reports give you the ability to visualize tables and charts with custom filters to focus on relevant information. Next, activity reports focus on the efficiency of the members of your organization. You can view the activities that have been added and the ones that have been completed. You can also see the emails sent and received by a particular user. Product reports let you design a catalog of products that you can attach to deals.