A Kanban tool is great for helping you get a clear overview of your processes. Its visual approach makes it a useful resource in every field of work.
Kanban is a visual board approach to process management. Kanban tools are often used in software development and in sales as a way of understanding how far along either a software development task or a sales deal is.
In software development, the Kanban approach helps limit the work in progress so that all the tasks get enough attention.
In sales, the Kanban board are called sales pipelines. The sales pipeline is a systematic and visual approach to selling a product or service, and it usually includes the following four metrics:
The sales pipeline is helpful in showing you exactly where the money is in your sales process. You’ll be able to understand at which stage any deal is, whether you have enough deals on the board to achieve your goals and quota, and understand whether certain deals need special attention.
Get started by measuring the abovementioned sales pipeline metrics of your business. The following example gives you an overview of a small team’s complete sales pipeline.
Since the metrics are a useful benchmark for results as well as future trends, it’s recommended that you go through this exercise at least once a year.
Love this program. It is the only CRM that I actually want to use. Having a CRM that you don't want to use leads to your team not using it. What's the point of that. Pipedrive is built by sales people, for sales people.
Best sales-focused CRM I've ever used by a mile. The pipeline views and multiple pipelines are the features that really make it for me. Pipedrive blows all those other bloated junk CRMs out of the water.
Pipedrive is easy to navigate, easy to customize, and I love the at-a-glance dashboard. Also scheduling tasks and next steps is super simple. This is the CRM I've been waiting for.
All deals are displayed in a panoramic pipeline view over the past, present and future. Making sure that no balls are ever dropped in the process from deal creation to deal won.
Learn more ›
Our sales dashboard gives a visual overview of your sales data divided into three categories: products, services and people.
Learn more ›
No more hassle with copying and pasting events. Pipedrive automatically syncs with your Google calendar, contacts and docs.
Learn more ›
We’ve built a CRM-replacing Kanban tool that’s great not only for salespeople but also for anyone wanting to get organized and close deals in less time.
About half of our customers liked us so much they switched from their existing CRM; the other half didn’t know they needed Pipedrive until they tried it.
Easy to set up, no credit card required