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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.
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.
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.
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The7 Media Group - CEO
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Seven Web - creative director
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Private entrepreneur
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Seven Magazine - PR manager
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Student
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Seven Arts - founder
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Seven Creative - founder
John Wolf
Student
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Sales CRM FAQ
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.
The best sales CRM will meet all your needs and offer a robust API to enable further customization. Try to avoid any on-premises CRM solution, as it normally requires more maintenance and doesn’t include a mobile app. To find the best CRM software for sales, first, establish your requirements, then compare them against the software’s features and pricing.
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.
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.
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.