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Sales force automation

Sales force automation (SFA) takes care of time-consuming sales processes, enabling sales reps to focus on high-priority tasks.

Customer relationship management (CRM) software with sales force automation helps companies of all sizes track and grow customer relationships and boost sales productivity.

Learn how Pipedrive’s SFA system can help streamline sales activities, improve customer satisfaction and increase revenue and profitability.

14-day trial. Zero cost. Full access. No credit card required.

What to look for in sales force automation software

Here are some key features to look out for when choosing SFA software for your sales team:

  • Pipeline management: Track opportunities and deals, schedule follow-ups, set alerts and automate processes with a clear visual pipeline management interface.

  • Sales lead tracking: Automate lead scoring, lead management and assignment. Streamline workflows and encourage leads to move through your sales funnel with sales tracking software.

  • Reporting and analytics: Leverage your sales data, create automatic reports, uncover key insights and automate opportunity management with interactive insights and reports.

  • Contact management: Add new contacts to a centralized database automatically. Gather key data, track interactions and nurture customers with a CRM for contact management.

Save time with sales automation

Daily administrative tasks like data entry take up time better spent on activities that close deals and improve the customer experience.

Sales force automation systems manage these repetitive tasks, freeing up time for high-priority business functions.

Use Pipedrive’s Automations features to create workflow automations for almost any step in your sales process. Automate emails to move deals along your sales pipeline.

Learn about Pipedrive’s Automations features.

Leverage predictive analytics to maximize your ROI

Without insights into your data, you miss sales opportunities and information that could help you make better decisions.

A sales automation platform analyzes your CRM data and gives you accurate sales forecasts so you can set realistic targets and make strategic decisions.

Use Pipedrive to predict future revenue, organize your sales dashboards and set better goals.

Learn more about Pipedrive’s sales forecasting features.

Get full visibility into your sales pipeline

Effective pipeline management is crucial if you want to nurture leads and prevent customers from slipping through the cracks.

Sales force automation tools provide a clear view of each stage of the pipeline so you can get expert control over your sales activities.

With Pipedrive, you can customize your funnel, visualize the sales pipeline and track every customer interaction with complete accuracy.

Learn more about Pipedrive’s pipeline management features.

Uncover hidden insights with Sales Assistant

Artificial intelligence (AI) can provide insights that would otherwise go unnoticed by the human eye.

The best sales automation software includes AI tools that can analyze metrics from your CRM platform and recommend the next move.

Pipedrive’s Sales Assistant helps sales managers understand sales performance, recommends strategic actions and gives notifications when key activities are due.

Learn more about Pipedrive’s AI Sales Assistant.

Increase conversions with automatic lead assignment

Assigning opportunities manually takes up valuable time and can cause you to miss follow-ups.

SFA tools let you put rules in place to qualify leads automatically and assign them to sales team members in real time.

Pipedrive lets your sales professionals focus on selling. Set up automatic assignment rules easily based on customer demographics and predicted deal value.

Learn more about Pipedrive’s automatic assignment feature.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

Generate and manage leads with the LeadBooster add-on

Pipedrive’s LeadBooster add-on includes four powerful features that streamline lead generation and management.

Add LeadBooster to any Pipedrive CRM plan to simplify customer relationship management and develop new business opportunities.

Here’s what’s included in the LeadBooster add-on:

  • Chatbot: Provide self-service for leads, prospects and customers and route them to the perfect salesperson for the job.

  • Live Chat: Engage customers when they visit your website and take over from your conversational Chatbot to nurture leads into customers.

  • Web Forms: Help leads share their contact information, capture key data and qualify your leads easily using custom web forms.

  • Prospector: Discover new, high-quality leads in a massive database by searching for specific buyer profiles based on your Ideal Customer Persona.

Learn more about Pipedrive’s LeadBooster add-on.

How Pipedrive helped Snug get 40% more prospects and reduce its sales cycle

Snug is a small business that began by tracking customer data manually in spreadsheets, which cost its sales team time and lost opportunities.

Switching to Pipedrive’s cloud-based CRM system let Snug manage, qualify and prioritize its contacts more effectively. With the help of Pipedrive’s powerful sales and marketing automation features, Snug grew its prospects by 40% month over month and reduced its sales cycle from six weeks to under two.

“Pipedrive helps us focus on our best prospects through segmentation and helps us plan our communications. Whether it’s a call, meeting or sending an email, Pipedrive helps us get in touch with prospects at the right time: when they’re warm and interested.”

Read the case study

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

Reduce manual work and make sales easier with Pipedrive