Pipedrive CRM - Why is it a salesperson's best friend?

Pipedrive is a visual and intuitive CRM system built by salespeople, for salespeople. It makes sales easier and more effective. Read more about the features of an intelligent CRM system that help sales processes stay up to date.

CRM system to support sales

Pipedrive is a CRM (Customer Relationship Management) system which puts the needs of salespeople first.

As the name indicates, CRM systems are usually promised to be tools for customer account management and thus boost sales. Usually this primarily means the recording process done to follow the actions of the management of a company. The aim is to increase sales by tracking different figures and indicators retroactively.

Entering information to the system is laborious and consumes salespeople’s working time. It benefits everyone, if that time can be used for following up on leads, meeting customers and closing deals.

Entering customer data and tracking sales processes (especially the reasons for won or lost deals) are crucial steps for communication that promotes sales and for boosting sales. Unfortunately, systems designed for this purpose don’t usually provide an easy-to-use or logical platform for it, not to mention that they could offer salespeople tools that genuinely facilitate and speed up the sales process.

A CRM system from salespeople for salespeople

Unlike typical CRM systems, Pipedrive is designed by salespeople, for salespeople. Pipedrive emerged from the idea of sales managers who developed something that they needed in their daily work. The result is the Pipedrive CRM system, which combines features that help in sales work and tools needed for tracking and reporting.

Pipedrive boosts sales by making salespeople’s daily work easier and more agile. It offers salespeople tools that allow them to manage complicated sales processes better and helps them to lead their own work. The system makes entering data and updating and tracking it easy and quick.

Pipedrive is based on the idea that even if results cannot be controlled, it is possible to control the actions resulting in closing a deal. That is why Pipedrive focuses on real-time action and future deals.

Thanks to Pipedrive, sales processes are always up to date

The absolute strengths of Pipedrive are its intuitive and straightforward interface as well as its visual sales pipelines. These features help salespeople to easily get all the information they need and have all the information.

Information can be examined and updated, and new customer accounts and tasks added conveniently, all from one place. Furthermore, all history and data related to the customer and different phases of the sales process such as calls and other activities, are stored. This makes it easy for salespeople to be up-to-date, understand the current status and what should be done next.

A clear and sensibly organised view makes the management of challenging sales processes so easy that it encourages salespeople to keep the tasks in order and take measures that push deals towards closure. Tasks related to the sales process will not be left hanging and are always kept up to date.

Automation of tasks reduces the amount of salespeople’s work

How does Pipedrive do all this? By automating salespeople’s tasks, for example. By automising intelligent customer relationship management system, salespeople’s work becomes easier and releases the time used for manual work by automating repetitive administrative tasks.

In practice, every time a new customer project is created in Pipedrive, various related tasks can be automated in the system. Once a customer account reaches a certain phase in the sales pipeline, Pipedrive can, for example, automatically create a task “Call the customer”, or when a new customer account is won, Pipedrive can automatically change the status from prospect to customer. The system can also notify the sales manager each time someone from the sales team closes a deal, or send an automatic welcome message to a new customer as soon as they have signed a contract.

Salespeople can create several different automations meeting their individual needs: imagination is the only limit. Salespeople can also define what kind of event triggers an automatic action. An A.I. based sales assistant (CRM system) can recommend CRM users tasks that should be automated to make work easier and to boost sales.

A CRM system where everything is in one place 

In addition to a visual sales process view, easy-to-use interface and automations that reduce manual work, Pipedrive offers numerous integration options.  

With a bidirectional email integration, sending and receiving sales emails takes place conveniently both through the work mailbox and Pipedrive’s own mailbox. This way the entire email history is always available, and it is easy to check past messages if necessary, for example before contacting a customer. In addition to Gmail and Outlook integrations, there are also other applications and integrations for Pipedrive, such as popular tools Trello and Slack.

A mobile app keeps CRM always in your pocket

CRM system can also be used on a mobile thanks to the handy mobile application. The sales process data travels with you to customer meetings, business trips or wherever you go. The application is available for both Android and iOS. 

A focus view designed for a mobile application offers a convenient way to check the summary of daily activities, such as meetings scheduled and calls. The view prioritises the most important current activities, such as unread messages and tasks with the closest deadline. The summary is easy to check allowing you to plan your day based on the most important activities.

Thanks to the CRM system which you can have in your pocket, it is also possible to update and edit information related to the sales process anywhere and anytime. It is possible to take voice notes with the mobile application for example on the way to a customer meeting, and the application automatically transcribes the notes into text. Quick notes remain stored and work organised, even when the salesperson is on the road.

Do you want to make your work easier and boost your sales?

Pipedrive really is a salesperson’s best buddy, because it genuinely has been built to support salespeople’s work and to boost sales processes. With a visual CRM system managing sales processes consisting of several phases or steps is easy, starting from lead acquisition, contacting leads and scheduling meetings to analysing customer needs and placing orders or making contracts.

Pipedrive makes sales simpler by keeping the salesperson up to date and steering them towards closing deals. Instead of complex CRM systems and separate Excel spreadsheets all the data can be found in one place, freeing up much more time for work that actually promotes sales.