Sales Assistant
Tips from your personal sales mentor
Always know what to focus on next with the help of your AI-powered sales mentor. By analyzing your past performance, Pipedrive’s Sales Assistant notifies you when you need to take action and suggests new ways to boost your results.
Free, easy to set up, no credit card required
See performance-based tips
View notifications in one place
Get progress updates
See performance-based tips
Performing tasks manually when there’s a handy feature or app available? Working on low-value deals while more valuable ones go untouched? Pipedrive’s Sales Assistant uses algorithms created by sales pros to analyze your actions and find the most effective ways to improve your workflow.
View notifications in one place
Stay on top of any changes to your account settings thanks to notifications in your Sales Assistant feed. Improve transparency when collaborating with your team in Pipedrive and keep everyone on the same page with the sales AI features.
Get progress updates
Review changes in your results to stay on track toward goals. Convenient graphs show you if your performance is soaring compared to last week or if you’re falling behind and need to review the reasons you’re losing deals.
Sales Assistant: Your automated sales expert
Pipedrive’s Sales Assistant is an intelligent notification system that sends you insights and advice to help streamline your sales process and win more deals.
Sales managers can track email opens, keep tabs on community discussion, receive activity reminders and even scope personalized productivity tips.
Why Pipedrive’s Sales Assistant acts like a sales AI
Like a sales AI, Pipedrive’s Sales Assistant reacts to your activity in Pipedrive with quick tips and useful data that could help you optimize your workflows. Unlike Sales AI, all suggestions are based on triggers built by Pipedrive’s sales experts. Our Sales Assistant helps companies stay on track with timely notifications and analysis reports, reduce human error and free up salespeople to focus on closing deals.
Pipedrive’s algorithms import and analyze large volumes of your sales data, acting like machine learning applications. Using these insights, Pipedrive’s Sales Assistant helps you at every step of the sales cycle, from prioritizing leads more effectively to sending out contracts.
3 things Sales AI and Pipedrive’s Sales Assistant can do
Help you calculate revenue
If a few deals are added without a value, Pipedrive’s Sales Assistant will remind you to add one to them so you can accurately forecast revenue
Remind you of opportunities
Sales Assistant will notify you if any deals don’t have an activity scheduled sometime soon, or focus you on deals that are in the final stages
Suggest useful features
Pipedrive’s Sales Assistant will suggest Smart Contact Data so you can qualify prospects, or the deal rotting feature to help you get rid of deals that have gone cold
How sales intelligence tools can help you close more deals
Sales AI tools and other intelligent sales tools like Pipedrive’s Sales Assistant can streamline sales professionals’ activities. Pipedrive’s intelligent sales tools enable you to quickly find and engage new leads, add them to automated pipeline workflows and automatically fill their data.
- 1. Spend more time creating powerful lead generation strategies
Sales reps have a lot on their plate. Updating contacts, sending follow-up emails and tagging in team members are just a few of the manual tasks taking up your team members’ valuable time.
Intelligent sales software behaves like artificial intelligence sales software. It takes care of the mundane legwork and lets reps focus on growth. Leave lead scoring, customer segmentation and follow-ups to Pipedrive’s automation tools.
- 2. Cut your cost of operations
Low-level sales activities, like CRM data entry, use up resources that could be spent generating high-quality leads. When you multiply that time spent on manual operations by each rep, you’re leaving a lot of money on the table.
Pipedrive automates time-costly activities, freeing up your reps to focus on increasing profits and helping you scale your team’s efforts.
- 3. Focus on your most engaged leads
AI sales software can supercharge your sales team’s prospecting by prioritizing hot leads and filtering out unqualified prospects.
Similarly, Pipedrive identifies leads who have interacted with your emails and community posts, so you can strike while the iron is hot.
- 4. Automatically update contact and lead information
Your reps work hard enough to generate and engage leads. Updating contact data for each prospect, lead and customer isn’t the best use of their talents.
Similar to cutting-edge sales AI tools, Pipedrive takes on customer profile building, follow-ups and pipeline activity notification duties. Improve the customer experience by delivering timely and relevant content to leads with Chatbot and Live Chat.
- 5. Power up retention
Focus sales activities where they can make a real impact: your existing customers.
Harness analytics features to comb your Pipedrive contacts and analyze buyer behavior, like purchase and contact history. Segment your customers based on common traits that lead to high-value sales and use these insights to upsell and cross-sell your best-fit offers.
Level up your sales activity with automation
Pipedrive’s technology makes sales teams even more efficient with automated workflows.
Set up relationship-building workflows for your salespeople to follow and let Pipedrive handle the rest. Much like sales AI tools, Pipedrive’s features can pinpoint hot leads, create new deals, pass actionable data along to your reps and more.
Optimize workflows with our sales dashboards
Pipedrive’s sales dashboard is the ultimate tool for sales leaders. Keep tabs on your sales cycle from a high level or deep dive into rep performance with the help of sales intelligence.
Create tailored coaching
Your sales team is only as strong as its weakest link. Pipedrive helps you generate performance reports to help you spot reps who are falling behind and design custom training.
Improve sales forecasting
Boardroom buy-in is important if you want to grow. Collect the number of deals won, conversion rates and real-time pipeline activity and impress key decision-makers.
Customize to your liking
Pull the data you need and create reports with ease. Pipedrive gathers and displays key information you can easily share with stakeholders.
Use LeadBooster to capture more sales opportunities
One example of Pipedrive’s intelligent sales tools is the LeadBooster: Pipedrive’s powerful and easy-to-use lead generation toolset.
When it identifies a potential lead, LeadBooster’s Scheduler can send meeting invites via Chatbot, sync bookings with reps’ calendars and import the prospect into your Leads Inbox.
Powerful integrations to take your sales stack to the next level
Automate your sales process and free your sales team to focus on revenue. Pipedrive’s sales AI integrations help you automate mundane tasks, optimize lead generation and increase sales.
Slack
Keep the sales cadence moving seamlessly with automatic notifications when deals update. Tag in team members and follow up on important tasks with Pipedrive’s Dealbot for Slack.
Outgrow
Boost your lead generation with interactive tools like polls, contests and quizzes. Fuel engagement and send lead data straight to your CRM with the Pipedrive and Outgrow integration.
Livestorm
Amplify sales and marketing efforts with video communications. Host webinars with poll and chat functionality, then send qualified lead data back to your CRM with Pipedrive’s Livestorm integration.
SendPulse
Increase click-through rates, page views, time on site and conversions. Export your Pipedrive contacts and make email marketing profitable with Pipedrive’s SendPulse integration.
Wingman
Transform feedback into actionable insights with this sales AI app. See automatically generated call overviews, single out the questions asked and pinpoint follow-up actions with Pipedrive and Wingman integration.
Klenty
Manage email campaigns without ever leaving Pipedrive. Add prospects to email sequences and update deal stages with two-way sync using the Pipedrive and Klenty integration.