Customer relationship management (CRM) software can help you manage your team’s tasks and sales efforts.
Use a CRM with team-focused features to streamline project delivery, help your team provide better customer support and boost collaboration across activities.
Pipedrive allows you to organize your salespeople into teams and gain insights into their performance. Use it to set goals and generate reports about wins, losses and sales activities.
When choosing CRM software for teams, make sure it has the following functionality:
Centralized data storage. Give remote teams and those on the road access to real-time data with cloud-based CRM software.
Integrations. Expand your CRM’s functionality by connecting it with a whole marketplace of apps.
User-friendly tools. Ensure ease of use with features that make the CRM software accessible to every team member.
Pipeline management. Have a clear view of which deals and activities your salespeople are working on.
Scalable pricing. Only pay for the users you need by choosing a platform with adjustable pricing plans that grow with your team.
Monitor your team’s progress and ensure salespeople are making progress toward important company goals with Pipedrive’s Teams feature.
Gain a clear overview of what’s working and what isn’t with insights and reports that can be tailored with custom fields.
Minimize disruption to workflows by controlling who can access what information or complete certain tasks.
Map out joint projects when collaborating with other departments using project management software.
Control user access, protect your data and stay informed about your sales force’s activities.
To close more deals, you need to set shared objectives and ensure every team member is being challenged.
With a CRM, teams can access the same performance metrics so they know which goals to set.
Thanks to Pipedrive’s shareable dashboards and reports, your salespeople know exactly what to spend their time on.
Learn more about using Pipedrive to create customizable dashboards.
Giving everyone access to all the information and tasks in your CRM leaves you open to errors or duplicated work.
CRMs that support team efforts make it easy to limit access to those who need it.
Pipedrive’s permission sets let you decide which groups or users can perform which actions in the platform. The visibility settings let you decide what information individual account users can see.
Limit errors with Pipedrive’s user permissions and visibility.
Expand the capabilities of Pipedrive with hundreds of apps and integrations