Salespeople are often surprised when they discover the amount of hours they put into administrative tasks. Time that’s valuable in the time-sensitive sales environment. Luckily, today’s technology offers some sales automation solutions, including dedicated software and artificial intelligence, to automatically process a growing chunk of those repetitive tasks.
With Pipedrive, you can automate just about any step of your sales process. For example, you can trigger personalized email templates that go out whenever you create a deal, or move a deal along a pipeline stage, keeping leads warm while you focus on high-priority tasks. Our AI-powered sales mentor further boosts your performance by providing personalized tips and recommending which Pipedrive features and app integrations can do the grunt work for you. Continue reading to discover our sales automation tools or try Pipedrive free for 14 days.
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While the idea of eliminating busywork sounds tempting, it’s sometimes difficult to figure out where to begin. This is where Pipedrive’s sales assistant comes into play.
This popular sales automation tool presents you with behavior-based cards containing performance tips, recommended features and app integrations and other useful information. The system also notifies you and your team whenever a change has been made to your account settings, ensuring that everyone is on the same page. To help you focus on sales, all cards and notifications only appear in the most relevant situations, meaning at the right time and in the right context, and disappear when they are no longer relevant.
Choose any combo of in-app, email and mobile notifications to be reminded of upcoming activities
Easily connect Pipedrive to other software and develop custom features with the free API key
Push real-time updates in Pipedrive to your endpoint or app of choice. Check out our developers' guide to learn more
Improve the quality of your data by setting important fields for your team
Administrative tasks like sending a follow-up email or scheduling a call are part of every sales process. Yet, according to Forbes, only 27% of leads ever get contacted.
Pipedrive’s workflow automation is a sales automation feature designed to prevent deals from falling through the cracks. With workflow automation, you can automatically send a personalized email whenever a deal is created or reaches a certain stage. You can also automate just about any repetitive sales task, like triggering the creation of a deal whenever a new contact is added, transfer ownership to another rep when a deal reaches a new stage, or creating activities each time a deal is moved along your pipeline.
Selling is a lot harder when you know nothing about your prospect except their name. Information like where they work, what they’re interested in and where they’re based could assist a salesperson to address the prospect’s needs and close the deal.
Our smart contact data is an automation feature that helps salespeople uncover valuable information about their customers and pre-qualify leads. Use the feature to pull web-data from sources like LinkedIn, Google and Twitter with just one click as well as estimate how “hot” your leads are.
Export any piece of data from a list of items, including deals, organizations, people, activities and notes
Increase the number of emails you send while still maintaining a personal touch
Enter a customer’s email address to retrieve their public data and build a clearer profile
Speed up your workflow by automating tasks based on your chosen trigger event. Learn more.
Pipedrive is a sales automation system designed to help you both close more deals and improve the quality and health of your sales. Among the solutions it offers are AI-powered tools to automate your day-to-day sales activities.
Use sales automation tools if you feel that mundane sales activities take too much of your (and your team’s) time or you need some guidance to improve your performance.
Sales automation solutions can save valuable time, speed-up the closing of deals, and create a structured sales process for your team to follow.
Full access. No credit card required.