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SALES

Kick your sales into gear

In sales, spreadsheets and email tools are only a baseline. To drive sales consistently, you need more advanced software solutions.

Sales software – or a sales platform ​​– is a centralized sales hub that’s designed to empower salespeople to collaborate, optimize their sales process and forecast sales cycles. And that’s not all – a sales platform is excellent for enhancing the customer journey and customer experience, generating new business and reducing overall costs. Want to see what a sales platform looks and feels like?

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Sales CRM tools: A beginner’s guide

SOFTWARE FEATURE

Sales pipeline and deals

When looking for a CRM solution, start by exploring its core functionality. Pipelines and deals are the foundation of every professional sales CRM. These features allow you to visualize your sales process and move your deals to won.

With Pipedrive, you can add deals, their value, win probability and expected close date, then organize and track them by your pipeline stages. Customize the stages to suit your sales cycle, create team pipelines and filter results by team member or stage. Colored cues draw your attention to deals about to go cold, so you know what to tackle first.

Includes:

Custom fields

Drag-and-drop interface

Intuitive design

Mobile app

Access your sales data on the go from any device

Recurring revenue

Keep track of all your subscriptions and repeat customers

Lead generation chatbot

Automatically interact with your web visitors 24/7

Contact management

Gain valuable insights about your contacts with one click

SOFTWARE FEATURE

Automation

Salespeople spend an incredible amount of time on manual tasks that often get in the way of closing deals.

To address this pain point, sales software should always offer sales automation features for a variety of administrative and repetitive tasks. Pipedrive allows you to automate just about any step of your sales process for your entire team, from scheduling sales calls to email marketing. This means you can auto-nurture leads while focusing on high-priority tasks. Set triggers and desired actions, then let our powerful automation tools do the work for you.

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SOFTWARE FEATURE

Insights and reporting

It’s way too easy to miss out on key insights when using spreadsheets.

Professional sales software should provide actionable insights through customizable reports and visual dashboards. With Pipedrive, you can add custom fields to your reports to track variables and reveal winning patterns or bottlenecks. Keep your most important reports and KPIs in one centralized location for sales analytics and share them with anyone. Set individual, team and even company-wide goals, then track sales performance with real-time metrics.

Includes:

Visual reports

Pipeline metrics

Custom dashboards

SOFTWARE FEATURE

Email and communication tracking

Email and other customer communication tools tend to overwhelm salespeople, especially when working in teams.

Your ideal sales management software should offer robust email and communication tracking to help keep sales teams on track. With Pipedrive, you can access emails from within your sales platform. Get live notifications whenever contacts click or open your emails and follow up at the right time. Pipedrive offers a selection of sales enablement emailing tools such as two-way email sync, a variety of ready-made email templates and a group email feature.

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Internal chat integration

Assign chats requests on your website to sales reps

Task management

Manage all sales-related tasks from one place

Invoice and billing

Create and send invoices to your invoicing app directly from Pipedrive

Lead qualification

Capitalize on dedicated lead distribution software and qualification features

Join over 100,000 companies

Sales software to help you grow

Pipedrive is designed to:

  • Help you close more deals
  • Cut sales-related legwork
  • Allow everyone on your team to collaborate better
  • Automate sales tasks
  • Support your customer communication
  • Create customized sales reports

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

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How to choose a sales platform? What does Pipedrive look like in action and how does it compare against other CRMs? Watch our demo videos, read our success stories or check out our CRM comparison hub.

Sales software FAQ

  • What is sales software?
  • Which is the best software for sales?
  • What is Pipedrive?
  • How to use Pipedrive?
  • What are some of the more common sales CRM features?

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