How Pipedrive Works
Pipedrive works by mapping out your sales processes in so-called pipelines. Users can utilise existing templates or create a completely personalised pipeline. This pipeline is then filled with various sales activities, such as meetings or email sending. Pipedrive keeps track of the results, and its extensive offering of features and integrations supports you in optimising your processes.
Uses of Pipedrive
Pipedrive's myriad features can be used for maintaining an overview during the closing of deals. Users can add the value of a deal and the expected closing date, amongst other data. Lead and client management is also improved with Pipedrive through the use of a special inbox, applicable forms for websites, and a chatbot.
The platform enhances email campaigns with an array of smart features, including a system for scheduling and automatic sending of emails. It can also provide more information on leads and estimate how 'warm' a lead is. Furthermore, Pipedrive can improve clarity in teamwork through shared documents that display goals and results.
Moreover, you can connect your account to integrations offered by Pipedrive, such as Asana or Slack, further enhancing the functionality and versatility of the platform.
In summary, Pipedrive offers a comprehensive, intuitive solution for managing and optimising your sales and marketing processes. With its robust set of features, it's an invaluable tool for any business aiming to maximise their sales and marketing performance
Work faster with
with these automations
Collect invoicing details from every new client
This workflow sends an email to the accountancy software with the instruction to create a new client.
Add every new contact from your CRM as newsletter subscriber
Keep deals in your pipeline updated when sales meetings are booked
This workflow updates the funnel stage in Pipedrive when a client books a meeting through Calendly. As a result, deals are always in the right stage.
Create lead in Pipedrive when contact replies to a campaign in Lemlist
Push all replies from Lemlist to the lead inbox of Pipedrive. In the lead inbox you manually assess every reply and convert leads to deals if they are interested.
Get 3-10 extra sales calls per month from former clients
This workflow adds contacts to an email sequence to ask how the work you've delivered is progressing. Naturally, you can ask if they need any help.
Frequently asked questions about
How can Pipedrive enhance my sales process?
Pipedrive helps streamline your sales process by providing a clear visual of your sales pipeline, robust lead management capabilities, and extensive customisation options to fit your specific business needs.
Can I customise Pipedrive according to my business needs?
Yes, Pipedrive offers extensive customisation options. You can tailor fields, activities, and pipelines to fit your unique business requirements.
Does Pipedrive offer email integration?
Absolutely! Pipedrive offers direct email integration. You can send and receive emails without leaving the Pipedrive platform.
How does Pipedrive help with lead management?
Pipedrive provides a central location for all your leads. It allows you to collect, organise, and nurture leads effectively, ensuring you never miss a potential sale.
Can I use Pipedrive for different teams or processes?
Yes, Pipedrive allows you to create custom pipelines for different processes or teams. This flexibility makes it an excellent choice for managing various aspects of your business.