Automate repetitive everyday tasks. Focus on delivering great products and meet your customers’ ever-evolving needs.
Standardize audience data across your organization. Streamline customer service processes and raise quality levels in every customer-facing department.
Uncover audience insights to build targeted marketing campaigns. Generate high-value leads with personalized experiences.
Centralize prospect and customer communication to engage and nurture high-value leads. Never miss a sales or trust-building opportunity.
Build sales processes that fit your activities and goals with custom pipelines. See and act on the KPIs that matter most to your organization.
Craft attention-grabbing email campaigns to grow your customer base. Save time with a drag-and-drop email builder, templates and segmentation options.
Automate administrative tasks and spend your valuable time nurturing leads and delivering bespoke customer experiences
Access CRM data in easy-to-digest and highly customizable sales reports and dashboards
Engage prospects quickly and efficiently online with the convenient Chatbot and Live Chat features in the LeadBooster add-on
CRM in the banking sector is about more than just capturing and storing audience data. The best CRM systems help you turn data into actionable insights, so you can quickly make decisions that improve customer satisfaction and increase profits.
Here are some of the sales and marketing tasks you can accomplish with Pipedrive as your CRM, in retail banking, investment banking or any other part of the finance sector.
Without the right tools, balancing growth with a great customer experience drains time and resources.
Close deals faster, get more leads and maintain valuable customer relationships with help from the Pipedrive Marketplace, home to hundreds of third-party apps.
Here are six essential integrations and add-ons for anyone using Pipedrive CRM in investment banking or retail banking.
Financial services firm Mybanker used Plecto to keep their sales performance data transparent but relied on spreadsheets to track customer relationships. That made monitoring the finer details difficult.
Pipedrive’s custom fields feature allowed Mybanker’s sales team to map their workflow and get organized.
Having a clearly defined sales method helped Mybanker triple its sales team in just half a year.
“With the help of visual tools like Plecto and Pipedrive, we are able to have all the essential data we need at our fingertips so we can focus on the activities that close deals.”
The information provided in this article does not, and is not intended to, constitute legal advice; instead, all information provided in this article is for general informational purposes only. While the information is considered to be true and correct at the date of publication, changes in laws and legislation after the time of publication may impact on the accuracy of the information. The information may change without notice and Pipedrive is not in any way liable for the accuracy of any information printed and stored or in any way interpreted and used by a user. You should not act or refrain from acting on the basis of any information included in this article without seeking legal or other professional advice.