Customer relationship management (CRM) software is one of the most important tools in the sales stack, enabling salespeople to record, track and manage customer information.
Easy access to relevant data lets you identify potential customers, nurture leads, close deals and improve the customer experience.
Pipedrive’s CRM system can help streamline operations and boost your sales today.
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CRM systems are software designed to manage a company’s interactions with partners, prospects and customers.
A CRM system helps you acquire, organize and share customer information. It can provide pipeline management and reporting features and enables you to manage and track communication across all customer touchpoints.
CRM solutions give salespeople the visibility they need to manage multiple deals and contacts effectively.
Cloud-based CRM platforms come with additional benefits, making remote selling and collaboration between teams easy so you can close deals from anywhere at any time.
Visualize your sales momentum and process with a clear picture of your sales pipeline. Use Pipedrive’s intuitive drag-and-drop interface to add deals and then track their progress in the pipeline.
Choose your triggers and resulting workflows, using templates or starting from scratch. Automate almost any step of your sales process for your entire team and free up time for high-touch sales activities.
Create, edit, delete and reorder pipeline stages to reflect your unique sales process. Add custom fields, include multiple currencies and use Pipedrive’s open API to connect with any other apps you need.
Manage contacts and get a visual history of all your activities and communication. Set up meetings, make phone calls directly from Pipedrive and get real-time notifications when emails are opened and clicked.
Keep your customer data safe, review security settings and get real-time notifications of any suspicious activity. Pipedrive is designed to comply with international security standards, including GDPR.
When assessing potential CRM tools, ask these four key questions.
Is it easy to use? A good CRM system must help you understand your customers. Spend less time training reps with a user-friendly simple CRM solution.
How much does it cost? Some providers offer low-cost or free CRM plans but keep critical features behind expensive plans. Look for transparent pricing and only pay for the users and features you need.
Does it support mobile users? With more sales teams operating outside of the office, a reliable mobile app is essential. Ensure your sales reps can access your CRM data whenever they need it.
Does it work with the rest of your tech stack? Today’s salespeople rely on a variety of different tools. Ensure your CRM system can connect to and share data from your other sales management tools.
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Redlist’s sales team was spending hours manually creating proposals, leading to quality and accuracy issues.
With Pipedrive’s Smart Docs feature, they were able to set up proposal templates that automatically pulled details directly from their CRM system. With more time to work on sales activities (e.g. lead generation, marketing automation, etc.), Redlist grew rapidly, increasing annual recurring revenue (ARR) by over 200% in 2021.
“We use Pipedrive to manage everything from outbound prospecting to managing our main sales pipeline to managing our customer renewal pipeline.”