For small and medium-sized businesses (SMBs), finding a customer relationship management (CRM) system that is simple, affordable, and easy to use can be challenging. Pipedrive CRM is designed to fill this gap by offering a streamlined solution to better manage sales pipelines and drive more closed deals. This article explores Pipedrive’s key features, pricing, and how to get the most out of this CRM tool.
Overview and Core Philosophy
Pipedrive CRM is built around the concept of making it easier for SMBs to manage their sales processes. The platform features a clean and intuitive user interface that allows users to start adding information and managing deals almost immediately. The primary objective of Pipedrive is to help businesses maintain an organized sales pipeline and ensure effective follow-ups, ultimately leading to more closed deals.
Getting Started with Pipedrive
Starting with Pipedrive is straightforward, but mastering its full potential requires understanding its terminology and features. Here’s a glossary of key terms used in Pipedrive:
- Deal: A specific sales opportunity with a prospect. Deals are the core object in Pipedrive, containing information such as the company, point of contact, estimated value, and projected close date.
- Pipeline: The overall sales pipeline, visible upon logging in, serves as the home screen. Users can have multiple pipelines for different sales processes. Pipeline stages can be customized, and filters can be applied to view deals with specific criteria.
- Contact: An umbrella term covering both People and Organizations. Contacts are essential for creating deals and organizing sales data.
- People: Individuals within Pipedrive, where information like job title, contact details, and meeting history are stored. Each person should be associated with an organization and potentially specific deals.
- Organization: Companies within Pipedrive, which include details such as address, deal history, and associated people.
- Activity: Tasks or next steps required for a specific deal, such as calls, meetings, or product demonstrations. Activities can be scheduled and tracked to ensure follow-up actions are completed.
Managing Your Sales Pipeline
One of Pipedrive’s main strengths is its ease of use in managing the sales pipeline. Users can create new deals by navigating to the home pipeline page and clicking the “Add Deal” button. The system prompts users to enter necessary details, and if the person or organization isn’t already in the system, Pipedrive will automatically create them upon adding the deal.
To move a deal forward, users need to schedule follow-up activities. This can be done directly within the deal interface by clicking on the yellow hazard icon, which indicates no follow-up activity is assigned. Activities can include calls, meetings, emails, or other tasks, and can be scheduled with specific dates, times, and notes.
Customizing Pipelines and Managing Activities
Pipedrive allows customization of pipeline stages to fit specific business processes. Users can add or delete stages, rename them, and adjust the closing probability of each stage. Managing activities is also straightforward; users can view and mark activities as complete, schedule new ones, and move deals to different stages as appropriate.
Dealing with People and Organizations
Users can perform various functions from within specific deals, people, and organizations. For instance, within a deal, users can change deal stages, add people, and schedule activities. New contacts and organizations can be added from the Contacts menu, where users can label leads, record activities, and associate contacts with deals.
Reporting, Goal-Setting, and Forecasting
Pipedrive offers tools for monitoring sales progress through goal-setting, reporting, and forecasting. The live dashboard provides real-time summaries of key sales metrics, such as completed activities and won or lost deals. Users can customize the dashboard, filter data by team members, and create multiple dashboards with the Professional and Enterprise plans.
The reporting feature includes 11 pre-defined reports categorized into activities effort, pipeline performance, and sales performance. Although the reports are not highly customizable, they offer sufficient insights for small sales teams. Users can set and track goals at the organizational, team, and individual levels, and monitor progress through detailed reports.
Pricing
Pipedrive offers various pricing plans to accommodate different business needs. User licenses range from the Essential Package at $12.50/month per person, billed annually, to Enterprise licenses at $99.00/month. The Professional license, recommended for most businesses, costs $49.90/month. Monthly billing options are also available at slightly higher rates.
Conclusion
Pipedrive is not designed to compete with the complex feature sets of enterprise-level CRMs. Instead, it focuses on providing a simple, affordable, and effective solution for managing sales pipelines in small and medium-sized businesses. With its user-friendly interface and essential features, Pipedrive helps sales teams stay organized, ensure proper follow-ups, and track progress towards sales goals. For SMBs looking for a tool to streamline their sales processes, Pipedrive offers a compelling option.
Ready to transform your sales process and drive unprecedented growth? At NIdish LLC, we specialize in Pipedrive Development to tailor sales automation solutions that meet your unique business needs. Our team of expert Pipedrive consultants is here to help you streamline workflows, enhance productivity, and achieve superior results. Contact us today to learn how our customized sales automation strategies can propel your business forward. Reach out to NIdish LLC and take the first step towards revolutionizing your sales operations.
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Founded in the year 2010, Pipedrive is a sales management tool used by salespeople in scaling companies and has its headquarters in Tallinn, Estonia and New York City.
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