Whether you are looking for a CRM, or you are looking for a sales CRM, Pipedrive is the tool for you. This is a cloud-based software as a service company that has eight offices throughout Europe, two in the US and more than 1,000 employees. Using Pipedrive, you can manage your entire sales pipeline from your phone, tablet or computer.
Syncing your emails with Pipedrive is an effective way to streamline your business’s email management. With the right tools, you can send emails to a wider audience and increase your return on investment.
With email sync, you can compose new messages in your preferred email client and have them sync back to your Pipedrive account. You can also customize your email templates for maximum efficiency. The built-in email builder in Pipedrive includes a number of ready-to-use templates. You can select the one that best suits your brand identity and business needs.
Pipedrive crm email analytics help you understand your subscribers’ engagement with your emails. You can track the most responsive email recipients, as well as how often your messages are opened. The statistics provided by this feature provide valuable insights for your sales team.
With Pipedrive’s Email Inbox, you can view all your incoming and outgoing emails. You can also filter, label, and search your emails to find the ones that contain the information you need. You can also configure archival and deletion functions. You can also schedule or cancel scheduled emails.
Moreover, Pipedrive’s email sync feature is easy to use. You can set up your sync settings by choosing the Inbox categories and sharing options you want to use. You can also sync all your contacts or just a certain group of them.
You can also set up personalized email campaigns. Your emails can be automatically sent to key touchpoints in your prospect’s journey. The email templates offered by Pipedrive are designed with marketing savvy in mind.
Phone
Using Pipedrive’s Phone integration, you can log inbound and outbound calls automatically. You can also set up your own personal calling settings. In addition, you can enable caller ID and use different calling applications.
To configure your calling settings, you can go to Tools and apps> Caller. You can also go to Pipedrive’s Marketplace to check out more options. The list includes dozens of phone and integration applications.
To start logging calls, you can click on the phone icon or the phone number under your contact. The pop-up will show you the name of the person who called, their status, and key details about the deal. You can also add notes during the call. Then, you can transfer the call to a team member or a partner. You can also schedule follow-up calls.
With Pipedrive’s Web-to-mobile calling feature, you can initiate and answer calls from your mobile device. This is available in Pipedrive’s Professional and Enterprise plans. The app is designed for both iOS and Android devices. You can also update the app through your mobile device. You can even use the Chrome extension to activate Click-to-call.
You can start making a call with just one mouse click. In addition, you can create contacts, log calls, and load sales leads in just a few steps. You can also use the phone integration to connect to 30 different phone systems.
Chatbots
Having a Pipedrive Chatbot on your website is a great way to automate your website chat experience. The bot will interact with your visitors, capturing information that you can use to improve your sales and customer service. The bot can also help schedule meetings with your sales team.
The best bots are customizable, allowing you to create a personality and avatar for your bot. There are even pre-built templates for recruiting, product sales, and customer service. You can also customize your chatbot’s color theme and language.
You can also use the Pipedrive tool to save deals in your pipeline. This helps you to convert more leads into sales. The tool also allows you to monitor the results of your efforts. You can also update your contacts and set up automatic email settings.
In addition, there are other great tools available from the Pipedrive suite. These include live chat, which will allow you to communicate with your website visitors. It will also help you to automate your email settings, categorize your customers, and set up phone settings. This allows you to save more time on customer service.
A great tool that is available through the Pipedrive suite is the “Make” feature. This app lets you create a “magic box” that visually integrates your Pipedrive CRM with your website. It also includes 600+ pre-built actions. You can try it out for yourself in just a few clicks.
Live chat
Using Pipedrive Live chat is a great way to qualify leads, answer questions and even transfer conversations to your sales reps. However, you will need to set up your account before you can start using the feature.
The good news is, it’s easy to set up. You don’t need to be a programmer or an IT expert. It’s as simple as copying and pasting a few lines of code.
When you first create an account, you’ll be asked to answer a few mandatory questions. These answers will help the software suggest features based on your responses.
Once you’ve created an account, you can add users in bulk for up to 100 addresses. Each user can have a customized web form. They can also be added individually. Having an accurate representation of your customer touchpoints will help you make better marketing decisions.
You can also add an offline message. If a lead isn’t online, you can send them a notification when they are. The best live chat tools send alerts to the involved person’s device. They can then reply to the customer’s question.
You can also use your own phone number and email to reach out to customers. You can do this on the web or through apps. This can save you time and money.
You can integrate your Pipedrive live chat with a third party tool to get even more out of the feature. If you want to find out more about this, you can visit the Pipedrive website.
Reporting
Using Pipedrive reports can be a great way to manage your sales pipeline. The CRM makes it easy to record calls, emails, and website visits. It can also automate sales tasks, and track the results of sales activities. In addition, Pipedrive offers a live Dashboard that shows your progress through the sales cycle.
Depending on your needs, you can either build your own reports, or use pre-made templates. Creating custom reports is a very powerful tool, but it’s not always easy.
The reporting tools in Pipedrive may be useful, but they fall short on a few key items. There are certain chart types that it doesn’t support, and it doesn’t give users complete control over how the data is displayed.
In addition, Pipedrive doesn’t have reports for all processes. Some stakeholders may not need full Pipedrive functionality, and building reports outside of the platform will provide them with many benefits.
While Pipedrive offers basic reporting features, it’s also extremely flexible. You can customize the default report to meet your needs, and you can choose the order of channels.
Pipedrive also includes a merge feature that allows you to add data from external sources. You can connect dozens of data sources and pull new insights from combined data sets. You can also create a summary table for your own reports. Lastly, Pipedrive’s live Dashboard will show you a quick summary of your sales success, with details on won and lost deals.
Pricing
Using Pipedrive to manage your sales pipeline can be easy and affordable. The tool is designed to help your sales team follow up with buyers consistently. In addition, it offers insights into your business.
It provides a detailed overview of your deals, including which ones should be prioritized. It also allows you to schedule follow-ups and send emails. The tool is easy to use, with a customizable dashboard. You can also import existing data easily. It supports MS Word, PDFs, and other documents. You can even sync your to-do list with your Google calendar.
Depending on your needs, you can choose between four different pricing plans. The Essential, Advanced, Professional, and Enterprise plans are all reasonably priced. Each plan has different features and benefits. The best way to choose which one is right for you is to sign up for a free trial.
The Essential plan is a good entry-level plan that will let you get started. It includes a 14-day free trial. However, you will need to pay for add-ons for some features. The Advanced plan costs $15 more than the Essentials plan. You can also buy the Professional plan for $50 more. The Advanced plan includes a number of features that the other two plans don’t have.
The Pipedrive website has a great demo that shows you how to make the most of the tool. If you’re not sure whether it’s a good fit, you can speak with a customer service representative.
