An important factor for any business is the organization, especially with respect to its sales processes and customer service. In this way, it is almost essential to have tools that allow you to monitor these procedures. Excel, for example, with its spreadsheets has been a key factor in this for years. However, technological evolution has given rise to new digital tools, such as crmsintended to facilitate these procedures.
Among these tools, it is one that usually comes out in lists and tops, so today we bring an article telling what Pipedrive is and why it stands out within the CRM landscape.
We have spoken to Pipedrive and they have offered us a free 30 day trial for our readers, plus a 20% discount on the first year from the following link:
What is Pipedrive
Entering the digital world for 2010, Pipedrive has more than 10 years of experience in the industry, which has been able to acquire customers of the level of amazon, Vimeo either skyscanner. As a CRM, this company provides merchants with a platform focused on helping to increase the productivity of their businesses; For this, it has a model based on the sale of shares.
In this way, your software has an operation focused on scheduling, completing and fully tracking actions. From these, merchants have the opportunity to close more deals while managing to reduce routine work, focusing the time saved on other processes. Likewise, it has value-added services on its web platform dedicated to boosting its clients’ skills in sales and the use of CRM. This through tutorials, courses and guides available in its section of Academy Y Seminars Web.
Advantages and disadvantages of CRM Pipedrive
Advantage
- Simplicity and functionality without losing power. It is also easy to configure, install and run.
- It allows closer communication and customer management with chatbots, calls and .
- Facilitates sales flows and processes for the sales team, with a attractive and customizable interface.
- Optimize resources and time invested with its automated processes.
- With over 150 apps and integrations available in the Pipedrive marketplace to configure it however we want.
- Ensure process safety with a solid safety net.
Disadvantages
- Limited support in some aspects.
- Integration focused on SMEs (can also be an advantage).
- Feature offerings are limited on basic plans.
Pipedrive Pricing Plans
This customer-focused mentality has led him to position himself, from his native Estonia, in 10 offices spread over 8 countries; through which he manages to reach more than 95,000 clients located in more than 175 different countries. It also offers four different ones depending on your needs. These plans have a monthly cost of €11.15 (Basic), €23.32 € (Advanced), €46.74 (Professional) and €70.15 (Corporate), with a fixed discount of 17% when making the subscription payment annually.
How to get Pipedrive free for 30 days
What features does Pipedrive offer?
Apart from what is mentioned, this CRM has specific tools and functions that are responsible for offering a complete overview for business management. Among these we can find its function of funnels and sales deals, which allows you to visualize the sales process in real time, and move them according to their progress. This allows a closer follow-up for customers, as well as a high degree of customization within management.
On the other hand, it also has tools dedicated to marketing, such as its integration with Gmail for sending automatic and scheduled emails. At the same time, it has an email and communication tracking function, which offers a means to automatically link conversations and emails with sales deals.
In addition, it has the creation of progress and reports, poses a more complex interaction with the business, allowing to visualize the strong points and the development of the implemented strategies. All this through a system that is integrates with more than 275 business applicationsin a safe and completely private way, in order to safeguard the interests of both the clients and those of the company.
Comparison of Pipedrive VS other CRMs
Technology advances rapidly, therefore, if your company wants to grow, it has to learn to go hand in hand with technological advances. To do this, having a CRM tool has become essential in companies. Based on this importance, we have seen how in the digital ecosystem we can find a wide variety of these platforms. However, many of these have different approaches, which benefit some specific aspects of each business to a greater or lesser extent.
In addition to Pipedrive, we can find others on the market such as Salesforce, , Microsoft Dynamics, SalesUp or Zoho. We have prepared several articles, which we leave you below, in which we make one that is on the market.
Integrations available in Pipedrive
In terms of providing a variety of options with popular applications so you can have the information synchronized. Includes all Google Apps, Mailchimp, Microsoft Teams, Trello, Hubspot, Zappier, Leadfeeder, PandaDoc, JustCall, LinkPort, Outfunnel, etc. However, if you have any software that is not directly supported, you can use the Pipedrive API to easily connect to Pipedrive or create additional custom features.
We have spoken to Pipedrive and they have offered us a free 30 day trial for our readers, plus a 20% discount on the first year from the following link:
How a CRM like Pipedrive will help you
More than an advanced form of contact management book, the CRM implies that companies can get to know them in depth, differentiate them and segment them according to their preferences and thus be able to offer the experience they expect, thereby achieving loyalty. If you have never used a CRM, this video, in which we use the example of , may be very useful:
Understanding this software as a tool that helps to obtain analytics and data, you should use a CRM to:
Have more collaborative workflows
In other words, a CRM allows you to have effective communication between the different employees and departments of your company, it creates a methodology of working with clientssince all interactions with the same client are managed in one place, in addition to the fact that all this flow of communication with sales representatives will belong to the company.
Automation
Some CRM tools can perform repetitive tasks automaticallyfor example, sending promotional emails, segmenting customers according to their stage in the .
Customer interactions or certain sales cycle functions can also be performed automatically to track leads. In fact, many CRMs have integrated Artificial Intelligence functions, a function that will be enhanced in the future, with which you will be able to foresee the next ideal sales, marketing or attention interaction that a specific client requires, creating predictive routes to prioritize actions in a much more successful way.
Usually, a good CRM should allow the process to be more efficient as well as improve teamwork to:
- Manage subscriptions.
- Track and organize relevant information to find new projects.
- Manage sales opportunities.
- Manage the team and measure the results of the collaborators.
- Generate leads through forms or chatbots.
- Nurture the relationship with potential customers.
- Identify the actions to take within the sales funnel automatically.
- Measure business results.
How to do marketing automation and email marketing with Pipedrive
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