In the statistics tab, you will have access to summary information that will help you evaluate the sales process, with the following options:
Company: displays a summary report of all agents involved in the sales process, you can see data on the deals you have won and lost, as well as the number of activities executed and completed over a period of time.
Personal: This dashboard shows your own performance as an agent.
Reports: Offers a series of pre-designed reports, aimed at evaluating your efforts in activities, pipeline and sales performance.
Live Dashboard: displays in real time, all the data recorded in the system, in a summarized manner.
Advantages of using Pipedrive for your sales
Pipedrive gives you an efficient and easy-to-use overview of your sales pipeline. Your sales team will appreciate the system because it has a sales pipeline methodology built in. It displays your deals according to the different sales stages, which you can customize to your own process , allowing everyone to see the team’s progress and check which deals should be prioritized.
Another benefit of Pipedrive is that you can select the right activities and deals that you need at a given time . This is why this app is very useful for sales professionals, sales managers, and business owners. You can customize everything with Pipedrive.
It allows you to add custom fields to modify the stages of your sales pipeline according to your business requirements. You can also activate and deactivate entire modules with a single click.
You can use mobile apps to take your sales pipeline with you wherever you go. If you have a tablet, you can use the mobile web version of the app in your preferred browser. All data is backed up in real-time on a different server. You can also take notes during a meeting or call using this Pipedrive solution.
You'll be able to close deals more easily with the app's timeline view, which also helps you select the right deals and activities to focus on.
Pipedrive is a secure application. It offers a solid hosting infrastructure as well as nightly backups in multiple locations.
Provides a robust API to enable seamless integrations with the other business systems you use.
Finally, you can easily import your data into Pipedrive or export it to another platform.
Pipedrive vs. Other CRMs
Technology is advancing rapidly, so if your business wants to grow, it has to learn to keep up with technological advances. If you have a small or medium-sized business, you will likely need CRM software to improve lead management , sales management, reporting, and other similar operations.
However, deciding which CRM software is right for your business can consulting email list be overwhelming. With so many options, you need to ask yourself a few questions. What features does this software offer? Will we need all of these features? Is it worth spending so much money on these extra features or can we go for something cheaper?
To answer most of these questions, we will compare three of the most important CRM programs on the market today:
Pipedrive vs Salesforce
Both Pipedrive and Salesforce share some features that make them two of the most prominent CRM software on the market. Some of these features are summarized below:
Sales automation
Cloud Hosted
Lead scoring and segmentation
Contact management
Statistics and reporting tools
Email Integration
Source: salesforce.com
These features may not be enough for you to decide which CRM software is best suited to meet your business needs. Most companies are looking for very specific features that can better integrate with the software they have installed or with the applications they use daily.
