You’ve found it! Yes – the most comprehensive review of Pipedrive CRM which has been written by a business owner. No hype, no sugar coating, just real and raw. Thousands of business owners read my blog every month and appreciate my honesty and openness. Let’s get into it…
In a sales-driven organization, it’s vital that the sales team is armed with the most effective and efficient tools to help them close the deal. You need a comprehensive sales management tool that’s designed to streamline and manage the many intricate sales processes.
Seeing that this need was not met, Pipeline came into the market in 2010, pulling in an impressive $90 million funding to make it happen. Obviously, venture capitalists and investors like Atomico, Bessemer Venture Partners, Rembrandt Venture Partners, Paua Ventures and others saw the potential in this market and how a salespeople-oriented CRM tool could be a game changer.
They were not wrong and their investments have paid off in a big way! Pipedrive is one of the fastest growing companies in America and has won multiple awards like The Europa’s 2015 Best Enterprise SaaS B2B Startup and The 2017 SalesTech Award, plus being named as Estonia’s Best Employer in the Private Sector 2016-2018 or Estonia’s “Dream Employer”. With over 170 countries covered, powered by 400+ employees in 7 offices in 5 countries, Pipedrive serves over 80,000 customers like Amazon, Skyscanner, TNW, Vimeo, and Remax, to name a few. Whew! That’s impressive to say the least.
Pipedrive markets itself as “a sales CRM built for minimum input and maximum output.” Sounds extremely promising and tempting but let’s break down what that actually means.
Pipedrive is for you if you are a small to midsize business, like a sole vendor or a developing business, that is looking for an intuitive, easy-to-use CRM (customer relationship management) tool. It’s simple, intuitive user interface is easy to set-up (which means your team can pick it up quickly and you can implement it right away) and it has customized web forms for collecting leads and allows you to create more than one pipeline.
The features revolve around Pipedrive’s philosophy of “everything is built around activity-based selling.” Here’s a breakdown of its key features:
1. Pipeline Management – The goal is to gain total and complete visibility into your pipeline. This is achieved by having a clear, visual interface where you stay in control of everything in the complex sales process. Deals are clearly categorized by sales stages so you and your team can focus your resources where it’s going to be the most effective. The statistics tool keeps you up to date on all the data you need to analyze the health of your pipeline. It’s also fully customizable, with its easy drag-and-drop interface and foolproof menus, so you can design it to the needs and requirements of your team.
I particularly like that Pipedrive’s pipeline is not just for salespeople, you can also use it manage workflows, enrollments, projects, rewards programs, and more.
2. Email Integration – This really is a great example of Pipedrive’s minimum input, maximum output philosophy. It’s packed with easy and time-saving ways to track your email conversations. You can fully sync your emails, use their smart email BCC feature, use templates, and track emails so you always have a full overview of everything that’s happening with a sales prospect in one convenient place.
3. Activities and Goals – Here, Pipedrive refers to an Activity as “anything that moves your deals towards closing.” In a nutshell, these are the behind the scenes actions and tasks that power the sales process, be it an email, a phone call, a lunch, or a meeting. With the awesome scheduling tool, you can attach activities and to-do lists to ongoing deals that syncs easily with Google calendar. That means more missing out on deadlines, due dates, over dues and more which is essential to know if you are a manager.
4. Sales Reporting – For a CRM tool to really give you your money’s worth, not only do you need it to help you close deals but it should also let you know and understand why and where you’re losing deals. By understanding where you weak spots are and by reviewing the relevant data, you discover the areas for improvement and resolve them right away.
5. Sales Forecasting – You can’t really spread your resources to thin when you try to manage all the prospective deals all at once. With Pipedrive’s Forecasting, you can look ahead and see which deals and activities are rip for the picking, so to speak, and make the right moves to facilitate closing the deals ASAP.
6. Mobile Apps – Whichever your preference, downloading Pipedrive’s iPhone and mobile apps means you can stay on top of your sales team and work from anywhere, anytime. If you’re someone who’s always on the go and you work remotely from a lot of different places, this compliments your lifestyle perfectly.
7. Google Apps Integration – An organized and well-oiled CRM is essential to keep a business thriving. You will gain so much from the productive partnership between Google and Pipedrive because it works seamlessly with Google Drive, Contacts, and Calendar.
8. API – No messy and chaotic setup because you can connect Pipedrive to any software, and if needed “develop custom features for free.” Yep, you read that right. FREE.
There are lot more features like Integrations, Customization, Products, Web Forms, Reliability & Safety, and Multilingual and Multi-Currency (Using over 10 languages and handling all major currencies, this feature easily makes Pipedrive a global player that can help business everywhere.)
Bottomline, why is Pipedrive so convenient for for your business? Simple. It’s intuitive system takes out all the headaches in sales process management. The ability to identify hot leads and prioritize those that are going to bear fruit allows you to design an individual approach and manage resources where they will most be effective. It’s a universally applicable system that will seamlessly integrate with whatever your software landscape and you can easily introduce it to your organization then hit the ground running. Not a lot of time wasted with special training and trial runs.
With its flexible pricing plans, whatever the size of your business, you will for sure find a package suitable for your needs and budget. And because the offer a free trial (no credit card required to sign up), you’ll be able to see how the software works and move forward from there. Go and check out what the buzz is all about, it may be what you need to get your sales team up the next level.
I hope this Pipedrive CRM review has given you some real insight as to whether this is right for you business or not. I personally found it to be an ideal solution. You’re welcome to use my referral link if there’s value here, or go directly. It’s really up to you. Fellow business owners have valued my honesty and openness in the past and have used my affiliate link which pays me a little commission to keep this blog of mine going.
