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.
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.
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 qualification features
Our top sales features include
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
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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?
Businesses use countless SaaS software tools for different needs. Sales software is a piece of software designed to enhance sales activities throughout the sales funnel. It empowers sales teams to improve their outreach, automate manual tasks and close deals faster.
- What is the best sales software for me?
A good CRM should meet all your needs and offer a robust API to enable further customization. Try to avoid any on-premises CRM solution, as it would normally require more maintenance and doesn’t include a mobile app. To find the best CRM software for you, first, establish your requirements, then compare them against the software’s features and pricing. For example, some cloud CRM software providers offer inflexible tiers, making them less ideal for small businesses.
- What is Pipedrive?
Pipedrive is a sales CRM system designed for salespeople and sales teams across all industries. Its purpose is to help companies streamline pipeline management with features for sales management, sales forecasting and lead management.
- How to use Pipedrive?
Using Pipedrive is as intuitive as it gets, but just to make sure you get the most out of it, we’ve created a help center packed to the brim with tutorials, how-to articles and a helpful community of Pipedrive users.
- What are some of the more common sales CRM features?
A CRM platform should address everything to do with customer relationship management. Sales CRMs are designed to add an additional layer to a standard CRM by helping business owners increase their profitability and streamline sales-related business processes. The sales CRM tool you select should provide dedicated features to target potential customers. Some of the more common sales CRM features include workflow and marketing automation, project management, lead scoring, lead generation and email marketing campaigns.
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