If your pipeline view is your main event, activities represent everything going on behind the scenes, including, for example, follow-up emails, phone calls and meetings. The success of your pipeline lies in paying attention to the details. More specifically, who is doing what to move the deal forward towards closing.
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An activity is anything that moves your deals towards closing. It could be a phone call, a lunch, a meeting, an email or anything in between. You can’t control the outcome of deals. You can only control the actions that push deals to close.
Pipedrive supplies you with a preset list of activity types, but we know that every business is unique. This is why we allow you to create as many activities as you need and customize them to best fit your sales process.
Pipedrive is designed to reveal where action is needed within your pipeline. As a manager, you can see your team members’ planned or overdue activities, so you know where each one stands and can help them step up their game. The natural flow of our interface is founded on action, so you’ll always be prompted to add the next activity as you complete those already scheduled.
In your pipeline view, you can clearly see which deals have activities due, are overdue or have not been assigned. The activities view provides you with deeper insight and allows you to filter your to-do list by deal or contact. Want to get reminders sent to your inbox? No problem! In addition, you can use our mobile app to get reminders sent directly to your mobile device.
Pipedrive’s CRM allows managers and reps to track progress towards sales activity goals. Keep an eye on performance across the board and tighten up your sales funnel with real-time reports and metrics.
Sales activity goals help managers create the ultimate sales funnel. Set monthly, weekly and even daily goals for your reps to target. Keep an eye on how your team is performing and monitor important sales metrics.
Quickly identify loyal customers
See how successful your reps are
Aim for lightning-fast customer journeys
Measure revenue against investment
Social media consulting company Social Burro Inc. needed an easy solution that would help a small team stay organized, save time and simplify the sales process.
Founder Frank Kecseti used Pipedrive’s easy customization tools to create a pipeline that shows him the state of his deals at a glance, and he has tripled his revenue as a result.
“This year, we’re set to triple our revenue, and truthfully I could not manage that without Pipedrive.”
Read the case study