Pipedrive is a cloud-based software as a service company that develops mobile and web applications for sales CRM. It has over 1,000 employees, eight offices across Europe, and two in the US. The app is designed to help companies track and manage sales leads. Pipedrive offers a variety of features, including reporting, activities, and goals.
Workflow automations
Pipedrive’s CRM features let you send automated messages to specific groups of people. With the help of “custom fields” and “filters”, you can define specific triggers and choose the frequency of follow-ups for specific groups. With this feature, you can create custom workflows to automate the process of sending out emails and other marketing materials to specific groups.
Workflow Automations are a powerful way to automate routine activities, such as follow-ups and deal updates. They work on a trigger-action system, similar to Zapier, and create activities automatically whenever a deal moves forward. Once the deal reaches a certain stage, Pipedrive will tell your sales team what to do next. This automation feature is easy to set up and implement into your sales process.
Pipedrive workflow automations can help your sales team focus on closing more deals. By automating repetitive tasks, you can help salespeople focus on closing deals rather than chasing down data or filling out forms. Automations also make your business more profitable, as your employees are more satisfied with their work. You can even automate the approval of expenses and budgets when certain triggers are met.
Custom workflow automations are also possible. They use the same logic as the default workflows, but they are built specifically for your company’s needs. Pipedrive offers templates to get your team started, including automated activities and emails. These small time-savers will add up over the course of a month.
You can customize your workflow automation by adding conditional statements to trigger the workflow. You can also choose which workflow events to automate.
Activities
The Activities feature allows you to create, edit, and schedule activities on your Pipedrive. Each activity can have several fields, including ID, description, and location. You can also add private notes and invite other Pipedrive users to your activities. Activities can be created in a list view or calendar view. You can also link activities to item details.
Activities on Pipedrive let you automate many daily tasks. You can set up different types of activities for different people in your organization. Then, you can send email notifications when an activity is complete. You can even set up automatic reminders for certain activities, so you don’t forget to perform them.
You can also import activities in bulk from another database or spreadsheet. However, this feature is only available for regular users or admins with the appropriate permissions. To import activities in bulk, you need to have a spreadsheet that contains the details of your activities. Once you have the spreadsheet, you can map activities to the relevant fields in Pipedrive. Afterward, you’ll be able to create new contacts and link activities to them.
Activities on Pipedrive are a great way to track follow-up activities. Whether you’re sending follow-up emails or calling clients, activities on Pipedrive can help you build a successful sales funnel.
You can filter the report using any number of filters. For example, you can sort the activities by the date they were added or completed. You can also view a time frame using a pre-set or custom time filter. In addition, you can also view the number of completed activities. The report will show you the number of activities for a particular month.
You can also connect Pipedrive with Infobip. You need to create a webhook url for the integration to work.
Goals
Pipedrive goals are a useful way to keep track of individual and team progress. Users can add goals to teams and companies and even assign them to specific users. The tool can be used for sales teams or to help progress individual deals. To add goals to your company or team, click the Add Goal button and then choose the name of the team you’re working with.
Pipedrive is a SaaS company in Estonia, with 900 employees spread across 10 offices. They’re now the fifth unicorn company in the country, and a SaaS product that helps companies manage their projects. To achieve their goals, Pipedrive did something unique – they developed their own agile scaling framework to help their development teams scale faster. Their platform orchestrator, called Humanitec, eliminates bottlenecks and makes it easier for teams to scale efficiently.
Pipedrive’s mission statement focuses on helping organizations optimize their bottom line. This is particularly important in today’s world, with many companies experiencing a downturn. As a result, companies are constantly looking for ways to improve their bottom line and cut costs. Whether you’re in sales or marketing, Pipedrive aims to bring your marketing and sales teams on a single revenue management platform.
MailChimp has a drag-and-drop interface that allows you to design emails easily. It also offers templates tailored to different audiences. You can also link your online store to MailChimp and highlight specific products. In addition, it is possible to design email marketing campaigns from your mobile device.
Pipedrive CRM allows managers and sales reps to set up sales activity goals. It provides real-time metrics and streamlines the sales process. For example, Pipedrive automatically builds new deals and creates activities as contacts move through the pipeline. Additionally, it sends personalized follow-up emails when leads complete tasks. These tools allow salespeople to focus on closing more deals. Aside from helping them stay organized, Pipedrive’s simple and intuitive interface makes it easy to use.
Reporting
Pipedrive reports are a great way to see how your sales team is doing and where improvements can be made. They provide information that helps you improve your conversion rates and meet your sales quotas. The reports can customized to include different metrics, including deals, pipelines, activities, and even merging data from other SaaS systems.
You can also customize the reports and filter them based on your own criteria. For example, a report for deals may track how many deals you’ve closed or how much each deal is worth. Pipedrive reports can also customized by deal stage and by products. You can even view a live dashboard for sales performance. But this feature is only available to Enterprise and Professional users. To create a report, click the “+” sign in the upper-right corner of your screen.
Pipedrive offers basic reporting capabilities, but if you need more sophisticated reporting, consider using an external tool like Databox. Databox is a software application that connects your Pipedrive KPIs to customizable dashboards. This software will also let you combine multiple data sources into a single report, making your reporting process even more efficient.
In addition to Pipedrive’s reports, it also offers a powerful Insights feature. This feature is particularly useful for sales managers who want to better understand their team’s performance and to determine what strategies are working. Using Insights helps them identify revenue drivers and improve sales. They can even customize sales dashboards to track personal and team goals. They will be able to identify winning strategies and identify bottlenecks in real time.
In addition to reporting, Pipedrive offers automations that will automate actions and keep salespeople focused on closing deals. You can even use automations to send emails to different email addresses. By automating your sales process, Pipedrive can give you actionable insights to optimize your sales team. There are also a variety of integrations to other services and tools.
Once you have the data you want, you can export it. Click on the green Export button next to a report grid and customize the export. You can also export individual data points by clicking on them in any chart. A preview window will appear on the report you’re exporting, so you can customize it accordingly.