Why we chose Pipedrive to enhance sales automation

Every successful business is a patchwork quilt of relationships and processes. Establishing long-term relationships with prospective and new customers is a challenging task. If your customers are happy, they stay longer. However, if your customers are not satisfied, they not only abandon you, but they go away and tell everybody about your ‘break-up’.

This is why you need to make sure you invest in creating an excellent experience so that you gain loyal customers, who share great reviews about your business.

One of the fundamental elements of a successful business is having a steady stream of sales leads. Yet, managing leads can be a time-consuming process that involves checking the validity of each lead, setting up a system for sales representatives to follow up, tracking and documenting online and offline interactions via email, website visits, ad clicks, phone calls, and in-person meetings. 

Before Pipedrive, at Meetingbox, we used to manually handle customer data, which was not only tedious but prone to errors, resulting in several opportunities falling through the cracks.

To improve efficiency, we searched for a tool that would automate customer relationship management processes and discovered that Pipedrive had precisely what we needed. 

What is Pipedrive?

The name speaks for itself. Pipedrive CRM's main function is to provide a visual pipeline for deals. It is a cloud-based leads/pipeline management application that enables businesses to plan their sales activities and monitor deals.

What is so great about Pipedrive?

• Its intuitive interface: It is simple to navigate this platform. The deal-driven workflow offers fantastic insights to analyse the characteristics of successful deal cycles.
• It is highly customisable: Establish exclusive sales processes for your company.
• Real-time reporting: The live dashboard offers you a real-time summary of your performance including new deals, closed deals, and lost deals.
• Track the entire sales cycle: It allows you to keep track of clients from the very first point of contact till the completion of the process.
• Automation: You can quickly and easily add automated tasks such as Lead Sourcing, Building Relationships, and creating templates.

At Meetingbox, we started using Pipedrive in 2019 and what we’ve noticed is that it has really improved since then over the years and shifted its focus on the SMB marketplace. We have always liked their lead tracking. The boards for different tasks are simple to use and visually stunning. 

Pipedrive offers a good onboarding process to guide you and a great support team to support you through all its features, so that you will not get overwhelmed by its array of features.

In short, Pipedrive is perfect for managing sales from start to finish you want to give it a try? Here is the link for your free trial 👉🏻 https://pipedrive.grsm.io/8t7ddce37f7c

Test out unlimited features within the plan you select. You can switch between any of the Pipedrive plans while you have the free trial. See if it is something for your team and thank us later.

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