Activities and goals

Focus on the details = close more deals

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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Never miss an opportunity

Using our scheduling tool, you can attach activities to deals and see your entire to-do list on one easy-to-navigate page that syncs with Google and Microsoft calendars. Activities can also be assigned to a contact person or organization based on your organizational preferences. To keep you on top of your activities, Pipedrive offers a “deal rotting” feature to highlight neglected deals and remind you to take action before they go cold.

Take the actions that matter

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.

Fully customizable activity types

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.

Always see and know what’s coming next

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.

Reminders and notifications

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.

Give your reps the guidance they need to succeed

Activity tracking is a helpful way to make sure your reps have what they need to sell effectively.

You can use your CRM to set goals and keep an eye on your team’s performance. Assign greater responsibility to star performers and curate tailored training for employees falling short of the mark.

Get started with these popular CRM goals

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.

  • 1. Gain control over customer churn

    Customer retention is crucial for keeping your business afloat, so nurturing long-term and repeat customers should be a top priority.

    Pipedrive’s CRM helps you monitor churn rates and keep tabs on your sales funnel. Are too many customers dropping off after their initial purchase? It’s time to direct resources to your post-sale activities and give clients a reason to come back.

  • 2. Keep your pipeline well-stocked

    Continually pulling in qualified leads is an important part of a sales rep’s job. You need to keep new, high-quality prospects coming in to grow the company.

    Pipedrive’s CRM gives reps more time to focus on finding and qualifying potential customers by automating admin tasks. Automatically assign deals to contacts, update lead information and send follow-up emails so your team can focus on lead generation.

  • 3. Increase win rates with sales activity tracking

    Measure your team’s win rates against quarterly targets and optimize your sales strategy. Learn which activities lead to closed deals and which activities need a thorough review.

    Build an unstoppable sales team and bolster every phase of your sales funnel. Organize group training to fill broader gaps or provide personalized coaching to those who’ve fallen behind.

  • 4. Shorten sales cycle length

    The quicker your reps can convert leads into paying customers, the more efficient your sales process will be and the more impressive you’ll be to stakeholders.

    Pipedrive’s CRM gives managers full visibility into their sales funnel so they can spot and fix broken processes. See where you can automate tasks, focus in on key decision-makers and clean up your outreach to close deals quicker.

  • 5. Refine your target audience

    It’s important for sales reps to pursue their ideal customers. Knowing exactly who your target audience is increases your chance of selling and holding on to high-quality leads.

    Pipedrive’s CRM makes this easier than ever. Leverage our customer segmentation functionality and use custom fields to group leads based on a variety of factors. Deploy and test various sales strategies and narrow down your highest-value target audience.

Create activity and goal automations

Pipedrive’s powerful workflow automations streamline your processes so you can hit your activity goals.

Take, for example, the common scenario of importing a new lead. Pipedrive can automatically build a new deal when a contact is added and create activities as they move through the pipeline.

When your leads complete a task, Pipedrive can send a personalized follow-up email to nurture that relationship and keep them warm.

How to create more effective sales funnels with CRM goals

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.

Customer retention

Quickly identify loyal customers

Sales conversion rates

See how successful your reps are

Shorter sales cycles

Aim for lightning-fast customer journeys

Customer acquisition costs

Measure revenue against investment

How Social Burro tripled their year-on-year revenue

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

Tailor your CRM with our powerful customizations

When closing deals with Pipedrive, you’re in control. Take advantage of our customizations and integrations to create a CRM unique to your business.

Add custom fields to your various sales pipeline stages and switch off features you don’t need so your reps can focus. Access our open API and integrate with other tools in your tech stack.

Activities and goals management FAQs

  • What are the main activities of CRM?

    The main activities of your CRM are the tasks your salespeople complete to move leads along the sales pipeline toward closed deals.

    Pipedrive CRM provides scheduling tools, to-do lists, calendar syncs and a deal rotting feature to help you organize your team and ensure the right activities are done at the right time.

  • How do I view activity in Pipedrive CRM?

    The Pipedrive pipeline view provides clear reminders and notifications of which deals have activities due, overdue or aren’t assigned.

    Plus, with the activities view, users can get a deeper insight into their activities and what they need to do next.

    Pipedrive even lets managers set activity-based goals to monitor their team’s performance.

  • What are sales activities?

    A sales activity is anything that moves your deals closer to closing. Examples include phone calls, emails, meetings, demos and any other activity your salespeople do to interact with leads.

  • How do I organize sales activities?

    To organize your sales activities effectively, you need a CRM system like Pipedrive.

    CRM tools give you full visibility of your and your team’s sales activities: those they’ve completed, those that are coming up and those that are driving the sales process forward.

    It’s also important that everyone in the sales team communicates effectively, which can be managed easily on a CRM platform.

  • How do I increase sales activities?

    To increase your sales activities, you need to have a good understanding of what sales activities are helping nurture leads, close deals and drive revenue.

    CRM reporting features enable you to view results by sales activity and see which are driving leads through the pipeline.

    Once you know which sales activities to increase, use automations to create the time you need to complete more tasks.

    Set goals for your team that encourage reps to complete sales activities and reward the high achievers.

Start tracking sales activities and goals today