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Pipedrive: CRM Made For Salespeople by Salespeople


Not everyone is a natural born salesperson. Some people are intuitively gifted, and others don't come so easily. The tough world of sales is full of rejections and dead ends, and there are few moments of glory that keep you going when you're down. Fortunately, there are tools and companies available today that can help us become more informed, confident and successful when it comes to closing deals.


Image credit: Pipedrive, New York

CRM systems are designed to help salespeople find and stay focused on the best leads, by screening out poor leads quickly and focus exclusively on those with the greatest likelihood of closing. Thus, they would close more deals and increase their average deal value with considerably less effort.


Pipedrive is the global sales-first CRM and intelligent revenue management platform for small and medium-sized businesses. It provides you with all the features that you need to successfully close more deals, including

  • lead assignment tools,

  • pipeline analytics,

  • email automation,

  • forecasting tools,

  • activity reminders and more.


Pipedrive saves you, on one hand, from wasting time on unqualified and bad fits; on the other hand, from not losing out on a great opportunity. Thanks to the fact that the platform is cloud-based and intentionally built for small businesses, it is easy to set up and friendly to use, even if you have not yet experienced a CRM before.


The company was founded in 2010 by five talented and experienced men, who had a passion for success and a desire to help others achieve their goals. At first, they were selling everything from newspaper ads to insurance, and training a great number of sales professionals for Coca-Cola and Nissan. But it did not take them long to realize the gap in the CRM market - a sales management tool catered to the needs of people doing the actual selling. Bringing in their years of experience together and standing in the shoes of salespeople, knowing how challenging it is to keep up with everything that needs to be done on a daily basis, the co-founders aim to help salespeople make every sales action that improves, and does not disrupt the sales flow. The bottom line is to close more deals efficiently, in less time with automations, and nurture customer relations.



By this year (2022), the company (headquartered in New York) has been recognized as a top-rated CRM, with 10 global offices, about 1000 employees and a portfolio of more than 100’000 customers worldwide.

Pipedrive is “designed to keep you selling” and proven to help you sell 28% more on average after a year of using. It has been included for three years in a row in the independently judged and highly competitive ranking Forbes 2020 Cloud 100 list - the definitive ranking of the top 100 private cloud companies in the world, published by Forbes in partnership with Bessemer Venture Partners and Salesforce Ventures. It was also named by The Software Report in 2021 as one of the Top 100 Software Companies of the Year, after a very demanding nomination and selection based on key criteria such as software product quality, management team caliber, organizational culture, and overall company evolution among other factors. In the same year, Pipedrive won the Gold Medallist in the Software Reviews' Data Quadrant Report with excellent scores given by users. We can see that they are highly valued by both customers and domain experts.

Pipedrive offers its customers monthly or annual plans with outstanding features starting at around $15 per month, while guaranteeing the highest level of data security (System and Organization Controls - SOC 2, SOC 3, and ISO/IEC 27001:2013 certificates) to align with the privacy and info security requirements that meet customers’ needs. In their product line, we can find three major categories, which are

  • Sales Software,

  • Email Software, and

  • Integrations.


The Sales Software category contains software that helps you manage the sales process by visualization and the right movements to winning deals. First and foremost, its fundamental features are pipeline and deals, which enable you to add deals, their value, win probability and expected close date, then organize and track them by your pipeline stages. Another good thing here is that it can be perfectly customized to your needs and your team. Secondly, it allows you to automate tasks to improve your flow, save time, and cut your expenses. Lead generation tools, including live chat, website visitor tracking and improved web forms, increase quality leads. Insights and reporting features are also essential to process data, to know exactly what is behind the data through customizable sales reports and interactive dashboards, and point them in the right direction to sales optimization. Last but not least, the software includes an email and communication tracking feature to help you manage sales conversations by automatically linking them to deals and contacts.


The Email Software covers what is called Campaigns by Pipedrive - the company’s email marketing tool, which is going to be launched in the near future to assist you with appealing marketing contents for emails to increase customer engagement. You can use this tool for any kind of email campaign: from promoting a new product or service, to announcing company news, to sending out newsletters and other information about what is happening at your business. You can even use it for customer outreach! In addition, it stops contact imports and exports and switching between different tools by managing all your data from just one place. It will surely make things easier than ever before for you to engage with your clients more effectively! So make sure you keep an eye out for this new software so that when it launches, you are ready to take advantage of its benefits right away!


And finally, Integrations is a large subsection of this company’s offerings. It means “unified experience”, within where all function seamlessly, helping salespeople and teams focus on learning and repeating the most effective processes to close deals. Last year, Pipedrive launched integrations for Zoom, Google Workspace, Microsoft, and many more. At present, it includes more than 250 integrations with all sorts of other platforms (services and tools), which are divided in three major sectors: marketing automation, phone solutions, and lead generation. The company targeted to turn CRM into the one central hub that connects all the tools that SMBs need to cover the whole revenue cycle.



Pipedrive's Top Features


What I personally like about Pipedrive is that when I first checked it out, I was blown away by how easy it was to set up and get going. There were no complicated guides but just a simple and interactive interface that made me feel like I could just dive right in. Moreover, they have been using very powerful AI sales assistant that continuously gathers data on deals and sales activities and prompts salespeople to take the “next best” action to move the hottest deals forward.


In my opinion, it is undoubtedly one of the most powerful CRM tools available today and it can be highly recommended to those are seeking for an effective sales assistance. Have a look at their website today to learn more about their products, and do not forget to take advantages of their resources on Learn. The knowledge contents are well structured and excellently presented.


I am looking forward to receiving your comments on your experience with Pipedrive.

Regards,

Thanh

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