Although the pandemic led to an increase in people selling and working remotely in 2020— a third in the US saying they “always” work remotely in a Gallup poll conducted in October—there was already a trend.
As of the beginning of 2020, according to a FlexJobs survey, a full 41% of all global companies were offering some kind of remote work opportunity.
This trend is due to the benefits remote working can have. Besides enabling social distancing, working remotely also provides the following benefits:
- Cost-cutting on things like office space, travel and equipment
- Increased efficiency by eliminating the time to travel to client meetings
- Selling on a global scale with just a reliable internet connection
- Empowering sales representatives by providing them with the flexibility to set their own schedule (based on your parameters).
Although remote selling can be a challenge for salespeople who are new to it, according to FlexJobs, 65% of respondents indicated they feel more productive in their home office than at a traditional workplace. Moreover, a Stanford University study found that employees were 13% more productive when working remotely.
However, it should be noted that managing a remote sales team comes with its own unique set of challenges. According to a Buffer Study, two of the biggest challenges with managing a remote sales team is collaboration and communication. The good news is both can be minimized with the right tools for selling from home.
In this article, we discuss Pipedrive and Zapier, two highly effective tools that can help make remote collaboration and communication easier and more effective. Some topics we’ll explore include:
- How to get the most out of Zapier and Pipedrive
- Zaps to help you work remotely
Here are the use cases we explore
- Microsoft Teams
How to get the most out of Zapier and Pipedrive
Zapier is a user-friendly web service that lets you connect the web apps you use daily to each other, making it easy to automate tedious tasks while you and your team focus on the more important matter of making sales.
Zapier can help you to streamline and speed up your most important sales processes including:
- Capturing deals and leads
- Centralizing contacts
- Updating deal stages
- Keeping track of action items
- Setting up alerts and notifications
- Communicating updates with your team
Pipedrive is a cloud-based CRM tool that helps you visualize your business, sales and marketing workflows. When paired with Zapier, you can automatically sync your sales and marketing processes with other apps you use every day so that data can automatically pass between them, making it an invaluable, time-saving tool for your remote sales force.
You can create automated workflows, called “Zaps”, between Pipedrive and over 2,000 complementary apps. A Zap is defined as an automated workflow between your apps.
Every Zap has these two elements:
- A Trigger: the event that tells the Zap to start
- An Action: the part of the task that you want automated
Once a Zap is set up, every time the Trigger occurs, the Action will automatically happen.
Zaps to help you work remotely
Here we’ll explore four great Zapier integrations that Pipedrive users can utilize to automate their remote workflows and get even more done in the process.
Slack is one of the most popular tools for business collaboration and communication. It’s a must-have when working remotely and allows you to bring the team to you no matter where you or your team are. It’s great for large or small teams and is packed with features that allow for asynchronous communication, like the ability to create channels, file sharing, integrations, group chats and threads, and more.
With Zapier, you can connect Pipedrive to Slack so that you can easily alert yourself and your team of new deals in Pipedrive remotely, in any Slack channel you choose.