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In modern business, customer relationship management (CRM) software helps over 91% of companies adapt quickly to the needs of customers. It streamlines sales processes, increases efficiency, and makes it easier for employees to take action in response to customer needs. If this sounds like something your business could also benefit from, you’re right!
Here are more statistics on sales and marketing experts making the most from CRM solutions.
Pipedrive CRM is one of the top choices because of its user-friendly interface, ease of use, excellent integrations with other software packages, and good value pricing plans. This article outlines some of the reasons why business experts choose Pipedrive over other sales CRM.
What is CRM? Why Does a Business Need a CRM?
Customer relationship management (CRM) is software that helps businesses manage their interactions with customers. These programs enable businesses to see the big picture of their customer base, streamline communications and efficiently analyze data to take action on opportunities.
Adopting CRM can help your business grow by tracking what marketing strategies work best for reaching new customers and understanding your customers better and how they use your services or products.
Pipedrive CRM Key Features
What is Pipedrive used for? Like other sales CRM, Pipedrive is used to manage customer relationships.
Keeping track of customers, their preferences, and everything related to them can be a monumental task for any business. And when you throw in another competitor, multiple locations, and various marketing campaigns into the mix, things can get even more challenging.
That’s where sales software like Pipedrive comes in – to make things much simpler.
Here are the four Pipedrive features that help with that:
Key Pipedrive CRM Feature #1: Workflow Automation
Pipedrive’s workflow automation is one of its pillar features. Sales processes are more complex than ever before. As a result, sales reps struggle to keep track of leads and follow up consistently. They spend way too much time on unimportant manual tasks and not enough time on high-value activities that drive revenue.
You can automate every aspect of your sales journey with Pipedrive’s workflow automation features, from:
- Scheduling meetings
- Moving deals to the next stage automatically
- Creating new activities, e.g., creating a “Call” activity when a new deal is created
- Notify the sales manager when the deal is marked won/lost
- Automatically follow up with lost deals via email
- Create new deals when existing ones enter specific stages of the pipeline with Zapier integration.
Workflow automation is based on triggers and events. For instance, if a trigger event occurs (e.g., when a new deal is created), the system sends an automated email through the synced email account.
(Workflow automation is only available for Advanced, Professional, and Enterprise users)
Key Pipedrive CRM Feature #2: Video Conferencing
Pipedrive CRM integrates with tons of video conferencing apps. The ability to meet with potential customers or suppliers in real-time, hold webinars, and show them how your products or services work is invaluable. It cuts out travel time and expenses by enabling you to have face-to-face meetings from the comfort of your own office.
With Pipedrive CRM, you can integrate with the following video conferencing apps:
- Microsoft Teams
- Zoom
- Google Meet
- Bonjoro
- Ciara
- Verticalls.
Additional video conferencing software from the Pipedrive Marketplace can give your team a competitive edge by increasing their efficiency in the office, at home, on the road, and, more importantly, when collaborating with clients or vendors.
Key Pipedrive CRM Feature #3: Customizable Reports
Pipedrive CRM offers visual reports in detailed charts and tables for a detailed overview of your team’s performance. Using Pipedrive as your team reporting software streamlines the process of collating data from multiple sources into one central location where all team members can access it at any time and share updates when necessary.
Key Pipedrive CRM Feature #4: Customized Email Templates
Creating new emails all the time feels a little like trying to hit a moving target. What works for some people will not necessarily work for your customers; what worked last month might not be as effective next month.
Pipedrive’s customized email templates eliminate the need to create new templates each time a new lead pops into your sales process. You can find the email templates on the Email tab in your Pipedrive account.
Did you know? “By 2022 over 70% of B2B marketers are going to be using intent data as part of their marketing strategy?”
Five Pipedrive CRM Benefits for Business Growth
Today’s digitally savvy customers expect more from your business. They want to collaborate with you, get to know you better as a person, and even become friends with you. That’s why to stay ahead of the competition, your company must connect with your customers on a personal level. As you may have guessed, your CRM will have a pivotal role to play.
Here are some Pipedrive CRM benefits your business should take advantage of:
Efficient Customer Behaviour Tracking
Pipedrive enables users to keep detailed information about:
- Customer conversations
- What they’ve purchased in the past
- How they prefer to engage with your brand
- How they interact with your customer service team.
Efficient tracking of customer behaviour enables you to provide better services to them. You will be able to respond to complaints, solve issues more quickly, and provide a better customer experience overall.
Consolidate Your Marketing Efforts
Having all of your marketing efforts laid out on one dashboard will help you see how different approaches are impacting each other and how they’re affecting your bottom line. Pipedrive displays a detailed overview of your sales pipeline on one dashboard. Every sales team member with access to the company account can see what’s going on and what steps to take to close the pending deals.
Improve Sales and Marketing Collaboration
Pipedrive improves your sales and marketing collaboration by having all your sales and marketing information in one place. The CRM includes tools for collaboration, such as video-conferencing tools where teams of all sizes can host important meetings in real-time and share relevant information to make better business decisions.
Automates Tedious and Time-Consuming Tasks
There are many areas of your business where automation can help save time and boost efficiency. For example, using an automated email builder enables you to create emails more quickly and send them almost instantly.
With Pipedrive, you won’t have to wait for a designer to create the email template and a copywriter to write it every time you want to welcome a new customer on board.
Allows You to Understand Your Most Profitable Customers
Understanding the customers who are most profitable for your business may seem like a difficult task, but it’s easier than you might think. With a sales CRM for teams, you can see which customers have purchased from you in the past and which have been the most profitable.
This data can help you invest more time and energy into serving these customers and even more time nurturing new customers who have never bought from you. After all, selling to an existing customer has a probability between 60% and 70%.
4 Reasons for Switching to Pipedrive
If you’ve been successfully using Google Docs and spreadsheets to manage your sales leads, opportunities, and deals, why would you want to switch to a dedicated CRM like Pipedrive? Well, here are some of the most common reasons quoted by expert marketers:
Easy-to-Use Interface
Every new user is greeted by Pipedrive’s incredibly user-friendly interface. The primary view is a simple yet neatly organized pipeline broken down into kanban boards. Unlike spreadsheets, you can easily drag and drop deals on your dashboard and create as many deals as necessary for your business.
Detailed Pipeline Overview
A sales rep must be able to quickly access information about potential customers – which is where Pipedrive CRM excels.
Pipedrive displays the entire sales pipeline, broken down into the various stages of your sales process. The pipeline provides information at a glance, such as deals, people, organizations, and, more importantly, every step each lead has to go through to make a purchase.
Chatbot and Live Chat
Pipedrive’s chatbot and live chat features allow you to improve your customer experience while also reducing costs. These two technologies are natural allies that can work together to answer customer questions and create a frictionless user experience.
Reasonable Pricing
If you’re considering switching to Pipedrive, you’ll be glad to know that the Pipedrive CRM cost is as friendly as they come.
Pipedrive CRM pricing is based on your current plan:
- Essential – $9.90
- Advanced – $19.90
- Professional – $39.90
- Enterprise – $59.90
Add-ons (LeadBooster, Smart Docs, Web Visitors, Campaigns) come at an additional charge.
Get Automaly Team’s Help to Started with Pipedrive Business Growth Automation
Are you facing challenges setting up your Pipedrive account for the first time?
Automaly is here to help! We help businesses set up and use Pipedrive CRM to achieve their goals. With Automaly, your team gets trained and supported by expert Pipedrive partners every step of the way. We help you set up your Pipedrive account and install the right integrations from the Pipedrive marketplace. We also help you set up the right workflows for your sales process and offer ongoing technical support to keep your sales process as simple as possible.
So, go ahead and book a demo with Automaly and get started with Pipedrive workflow automation today! Conclusion
Pipedrive is a fully customizable sales CRM with a heavy focus on keeping things simple. Its easy-to-use interface and user experience are what set it apart from its competitors, making this software perfect for small businesses. For more information about how to set up your account, don’t hesitate to get in touch with us!
