What is Pipedrive?
Pipedrive is a sales CRM, made for salespeople, by salespeople. Its easy to use interface gives priority to managing your sales through visual pipelines. They provide you with a complete overview of where each sale is at in the pipeline, with easy to use activities and workflow management to simplify your process and improve sale success.
Why do we think Pipedrive is one of the best?
We’ve looked at many different CRM tools, and even used HubSpot ourselves, but Pipedrive beats them all.
In our CRM comparison you’ll see that perhaps some other CRMs, like HubSpot, have more features than Pipedrive. But with more features comes an additional cost, and in most cases this means you have to pay a lot more in order to access those features which you may not even need. Pipedrive, on the other hand, is cost effective and focuses on the one thing that it sets out to do – improve your sales journey.
Pipedrive has a strong focus on simplifying the sales journey and is great for both long and short sales cycles. It’s suitable for anyone to use, regardless of if you’re technically minded or have ever used a CRM before.
What are the main features of Pipedrive?
Below we’ve outlined some of our favourite features that Pipedrive offers
Easy to use contact overview
Having all of your contacts in one place is important for any business. It helps you to keep track of contacts and interactions you’ve had in the past and identify new sales opportunities.
Pipedrive’s contact overview allows you to keep track of all of your contacts. You decide what fields you want to include for each contact, for example, if you want to know what service a customer was interested in, you could include that as a property in the contact profile.
You can leave notes, add labels and add as much or as little information as you want.
You can also see any activity related to that contact, including notes, calls, emails or if they’re part of a deal.
Top tip – we like to include how the contact was created (e.g. a paid ad campaign or through the website) for a better understanding of what campaigns are driving our leads.
Clear overview of sales progress with the sales pipeline
Keep tracking of your sales is key to driving more clients to your business. It can be easy to accidentally neglect a sale if you don’t have a clear overview or management of your sales pipeline.
With Pipedrive, you get to define your Pipeline stages so that it fits your workflow. You can even have multiple pipelines in case different services have different workflows. You’ll have a clear overview of where each deal is in the pipeline, if an activity has been assigned and how many contacts are in each stage.
Even better, Pipedrive has deal rotting functionality. You decide how long each stage should take, and if no activity on a deal has taken place in that period of time, the deal becomes red. It acts as a great way to quickly see deals that may have been neglected, and encourages your sales team to quickly take action.
Top tip – Make sure that your sales Pipeline exactly matches your different sales stages. For example, Deal in – Intro message – Further content sent – Call booked – In negotiations – Offer sent – Won – Lost
Know what to do next with activities
Seeing where each deal is in the pipeline is useful, but knowing what needs to happen next is even better.
With Pipedrive, you create activities for each deal or contact and schedule them in, so you know what you need to do. This could be a phone call, a meeting, a task, deadline, email or even lunch. Once it’s scheduled in, you’ll have a complete overview of what tasks you need to do, by when, and for which deal, allowing you to keep on top of those leads and driving them to become sales.
Top tip – Make sure to implement best practices with your sales team, so that they all use the same features. This ensures that when you take a look at progress, everything is up to date and consistent.
Speed up repetitive tasks with workflow automation
In any sales journey, it’s likely that there are some tasks that become repetitive, and repetitive tasks can quickly eat into your already limited time.
Workflow automation in Pipedrive helps to speed up those repetitive tasks so you have one less thing to think about. Whether this is creating a deal for a contact after you’ve met them for lunch or moving them into a new pipeline stage, or sending them an automatic email once they’re added to your contact database. There’s so much flexibility with Pipedrive automation that you’ll have loads of extra time to nurture those leads and turn them into sales.
Top tip – We like to send all contacts from certain campaigns a follow up message as soon as they enter our contact database. For example, if they come from Linkedin campaign X, then we can send them an appropriate automated follow up message. This gives them a quick intro touch point and ensures they get a timely follow up without us needing to do the work manually.
What next?
We’ve only touched on the surface of what Pipedrive can do and how it can be integrated into your business. If you’d like to learn more and find out how we can help you, take a look at our Pipedrive support solutions, and get in touch with us at hello@what.digital to discuss your requirements.
If you’re interested in trying Pipedrive out for yourself, Pipedrive offers a 14 day free trial.