What is Pipedrive?
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Pipedrive is a sales pipeline CRM designed to help small businesses manage leads,
track sales activities and close more deals.
What does CRM stand for in sales?
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“CRM“ in sales stands for “Customer relationship management.” Although the “C” in “CRM” stands
for “customer,” the best CRM tools can help teams enhance every stage in the sales cycle.
How does Pipedrive work?
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In a nutshell, Pipedrive enables sales teams in small businesses to:
- Streamline processes and consolidate sales data in one
unified CRM sales tool.
- Automate follow-ups and ensure timely responses to
leads.
- Keep an eye on sales achievements and assess team
performance for ongoing improvement.
What is a CRM in sales?
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A CRM, or sales CRM tool, is a system sales teams use to manage customer data and nurture
customer relationships. Several popular CRM and sales tools exist on the market, including
Pipedrive.
How to set up Pipedrive?
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Setting up Pipedrive is straightforward. To get up and running with our CRM pipeline management
tool, here’s a brief guide:
- Begin by importing existing data or building your leads
database within Pipedrive’s sales CRM software. Explore our Marketplace integrations to
infuse your pipeline with even more quality leads.
- Define your sales pipeline, create active deals,
synchronize your business email and calendar and start scheduling your next activities.
- If collaboration is key, set up team access. Pipedrive
offers granular permissions, allowing you to fine-tune who can view or modify your CRM data.
- As you progress, keep a close eye on your sales
outcomes by creating real-time reports and dashboards. This will help you adapt and refine
your strategies for even greater success.
How does CRM help sales?
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A CRM for sales enables you and your reps to centralize contact information, track ongoing
activities and boost customer retention. Pipedrive’s visual sales pipeline lets you see your entire
sales cycle at a glance, highlighting key opportunities. Get notified when you need to follow up,
helping you enhance your customer experience and drive more deals than ever.
How will Pipedrive’s CRM solution help me improve sales?
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Pipedrive’s CRM sales pipeline makes customer relationship management a breeze by allowing you to
track leads, spot opportunities, measure key activities, streamline sales workflows and focus on
sales success.
Automated reminders and follow-ups increase your productivity, eliminating repetitive,
time-consuming tasks. Real-time reports show your sales reps and sales managers which business
processes to prioritize.
What is CRM software?
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CRM software is the technology organizations use to manage relationships and business processes.
Typically, CRM software for sales teams lets users track their activities, manage communications
with other parties, measure individual and team progress and forecast revenue. The top CRM sales
software integrates with other business tools, such as email marketing, document management and
website tracking software.
Will Pipedrive work for a big team?
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Yes! Pipedrive’s sales CRM software is well-suited for startups and larger teams alike.
Our pipeline CRM helps large sales and marketing teams streamline their customer interactions. Sales
managers and their teams can benefit from a progress tracker, sales automation, procession
forecasting, an activity-based planner and top security.
In addition, large teams have access to a dedicated account manager to help them make the most of
Pipedrive. Your account manager can also help you onboard other team members to your sales CRM
system and guide you on pipeline management best practices.
How do I choose a CRM?
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Choosing a good CRM sales tool for your business requires research and testing. Many companies,
including Pipedrive, offer new users a 14-day free CRM trial to see if the software suits their
needs. When searching for the best CRM software, consider ease of use, onboarding and results
orientation. You should also look for the best pipeline management software and sales management
software to ensure your CRM has all the functionality your team needs to drive business growth.
Which apps can I connect with Pipedrive?
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Pipedrive integrates with hundreds of tools and apps through the Pipedrive Marketplace, including
Facebook, Zapier, Xero, Trello and Zoom. You can find Pipedrive integrations with lead generation
software, sales and marketing tools, video calling apps, customer support solutions and social media
platforms.
Which apps can I connect with Pipedrive?
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Pipedrive integrates with hundreds of tools and apps through the Pipedrive Marketplace, including
Facebook, Zapier, Xero, Trello and Zoom. You can find Pipedrive integrations with lead generation
software, sales and marketing tools, video calling apps, customer support solutions and social media
platforms.