The benefits of CRM management software

What to look for in CRM management software

Find a CRM solution with these qualities to optimize your processes, boost productivity and close more deals.

• Pipeline management: See where your opportunities and bottlenecks are at any time.

• Custom dashboards: Gain instant access to the most valuable data without needing to search for it.

• Integrations: Access a wealth of sales force automation integrations on our Marketplace.

• User reviews and case studies: Make the right choice by relying on credible and positive business reviews.

• Mobile apps: Empower salespeople to perform anywhere with easy-to-use smartphone apps.

Meet customer needs and close more deals across your entire organization

Sometimes end goals seem far away, which can demotivate sales and marketing teams.

Customizable pipelines and templates allow you to tailor your CRM to your organization’s sales funnel. Track progress with automatic alerts, reminders and real-time sales forecasts.

Streamline the entire sales process and close deals faster with analytics and AI technology. Identify valuable sales opportunities and automate routine admin tasks throughout the customer lifecycle.

Train reps effectively with sales team performance insights

Still generalizing your sales training? Ignoring your team’s specific strengths and vulnerabilities might cost you valuable resources.

Leverage your CRM data in sales reports to find bottlenecks and understand how your best sales reps meet their quarterly goals.

Pipedrive’s CRM helps you spot winning patterns and performance pain points, so you can highlight what works and address what doesn’t.

Manage your sales processes efficiently, set useful team and individual goals and build data-driven training plans that maximize sales.

Generate stronger sales leads to shorten your sales cycle

As a marketer, you know it’s important to uncover your audience’s pain points, needs and desires. Without these insights, it’s hard to build highly targeted marketing campaigns that resonate with your ideal customers.

Intuitive dashboards and reports clearly show how potential customers interact with your brand.

Shorten your sales cycle and increase revenue by attracting the leads most likely to convert.

Put customer interactions at the heart of your tech stack

Don’t get stuck with a CRM that can’t adapt to your growing business. The best CRM is flexible and versatile, meaning you can customize it to suit your needs.

Third-party integrations align good CRM management with other applications, giving you a clear overview of your audience.

Feed your CRM software with valuable data from lead-gen and project management apps. Schedule phone calls and other tasks automatically and engage your audience at the right time with Live Chat and Chatbot features.

How Snug drastically shortened its sales cycle using Pipedrive and Autopilot

Real estate firm Snug had outgrown its lead management spreadsheets when the company onboarded with Autopilot, a marketing automation tool. Snug needed a more streamlined way to manage its increasing customer information.

Pipedrive’s cloud-based, mobile-friendly CRM system perfectly fits Snug’s remote team. Seamless integration between the tools allowed Snug to fully automate its B2B sales process. The firm shortened its sales cycle from six weeks to two weeks and now grows its prospect list by 40% every month.

“The solution to complex issues like managing multiple communication channels and scheduling sales calls is often as simple as keeping everything in one place – something that Pipedrive has done very well for our team.”

Read the full case study