Which tools will help you efficiently manage your pipeline?
Everything we talked about up to this point is hard work. But that doesn’t mean you have to do all of it manually or all the time.
With these tools, you can automate repetitive tasks, manage your pipeline, and invest your time in relationships with your prospects. We’ve handpicked these tools specifically for financial services sales—and they all seamlessly work with Pipedrive, and with each other!
Kixie is a phone solution that lets sales managers automatically keep track of calls their reps make.
In conjunction with Pipedrive, Kixie automatically syncs your deals with incoming and outgoing calls, so your sales team can have all the prospect information at hand.
On the flipside, sales managers can use lifetime call recordings to coach their agents and consistently improve their sales call techniques. In fact, 31% of people find it important to interact with a real person when getting investment advice.
In other words, monitoring and improving the way your team speaks to their prospects can make a huge impact!
What if your reps could personalize images and videos in their cold emails? With Lemlist, they can.
Money is an incredibly personal topic, and generic statements hardly perform well when your prospect has never heard from you before.
Selling insurance? Add a video or an image that connects real-life situations with insurance packages.
Selling wealth management? Personalize your email with a visualization of what a 401K program can look like in 30 years for your prospect.
With Lemlist’s integration with Pipedrive, you can engage your prospect with something that’s relevant and meaningful, increasing your chances of moving them into the next pipeline stage.
You know how important it is to regularly follow up with your prospects and clients, send them regular updates, and track how engaged they are with you. But you also know that takes time… lots of it.
With sales engagement platform Klenty, you can automate these processes, so your customers can feel confident about their finances and you can scale your sales efforts.
Klenty is easy to integrate with Pipedrive and lets you import and export your contacts between the two tools.
One study found that when you’re able to vividly picture your end goal, you’re more likely to achieve it than people who make weak connections with their goals. Your financial sales goals are no different.
In other words, you better have your sales goals front and center at all times if you want to turn them into reality.
With Plecto’s real-time dashboards, which can be linked to Pipedrive data, you can do exactly that. From recurring revenue to customer lifetime value, you can adjust your daily actions quickly, instead of waiting for big-picture weekly or monthly reports.
Xero is among the most powerful financial tools on the planet, and it will simplify and automate many of your tasks, from invoicing to cashflow.
Many financial services have integrated Xero into their own services, such as getting transactions into their customers’ Xero dashboards automatically.
When you integrate Xero and Pipedrive, you can create invoices from your Pipedrive deals, get updates on their status, and have a real-time view of your cashflow without involving your accountant.
A study by KPMG revealed that financial regulations made project management vital to all organizations. For financial services sales, compliance is essential.
With Asana, you can achieve exactly that. Asana is a project management software that helps your sales team, as well as the rest of the organization, to track progress and hit targets.
When integrated with Pipedrive, Asana creates new tasks when deal’s status changes in Pipedrive, so nothing ever slips through the cracks.
Slack enables immediate communication between team members on current deals. This means you can quickly provide feedback and assist your sales reps when they’re faced with a challenge.
With Pipedrive’s Dealbot for Slack, you can keep relevant team members up to date on the progress of a deal, as well as make it easier for your team to celebrate success.
For more on how these tools help your business, especially when integrated with Pipedrive, real our financial services sales stack article.
Ultimately, a healthy pipeline is crucial for a successful sales process. And, to manage that pipeline, you need a CRM, whether you’re in banking or looking for a CRM for financial services.
It’s more important than ever for financial institutions to adapt in order to stay ahead in the field and not get left behind in a notoriously competitive industry.
By following this process and involving your team in it, you will create a healthy pipeline. This will make it easier to fill it with high-quality leads, move them through your sales process easily and hit (and exceed) your sales quota.
You’ll also be able to anticipate objections, as well as bottlenecks specific to selling financial services such as legal requirements and compliance.
You’ll no longer see these as obstacles because they’re now part of your well-defined sales process. You now know what to do about them and how long each step will take. As a result, you’ll go into your sales conversations more confident and get loyal customers as a result.