Pipedrive is a cloud-based sales CRM system. We use it to help our clients streamline their sales processes and reach their goals.
There are a few reasons we love Pipedrive - and it's not just because it automates repetitive tasks (though that is high up on our list!).
A few reasons we love Pipedrive
- It's pipeline-focused, giving you a clear view of your sales pipeline and any deals that need attention.
- It automates repetitive tasks and automatically tracks emails, calls and progress on deals.
- The interface is clean, intuitive and gives you all the information you need in one place.
- It allows you to track your team's performance and use customisable KPIs
- It's easy to implement, and it integrates with your emails (along with many other integration possibilities)
When it comes to Pipedrive integrations, the possibilities are endless.
Pipedrive marketplace allows you to integrate all your favourite tools. Not only does this make the transition to Pipedrive a breeze, but it also means you can get the most out of all your systems. Pipedrive marketplace offers one-click installation and granular security on new apps, so there's no reason not to start using Pipedrive integrations.
This article will cover a few of our favourite integrations and why you should be using them.
5 Pipedrive Integrations You Need To Be Using
The two systems feed into each other, offering a multitude of benefits. Leads are automatically carried over into Pipedrive. Lead updates are automatically displayed in ActiveDemand. You also benefit from tracking outbound sales emails, outbound calls and appointment scheduling.
ActiveDemand communicates with Pipedrive to encourage leads through the sales funnel. The integration allows your team to deal with leads effectively and manage your customer base simultaneously.
NiftyQuoter is another of the Pipedrive integrations that we'd recommend. Online proposal software streamlines the quoting and proposal process when connected to Pipedrive.
The integration lets you import clients from Pipedrive and use them when creating proposals. You can also export new clients and proposals from NiftyQuoter to Pipedrive. In addition, it automatically updates deals linked to proposals, including status, stage and total value.
Leadfeeder is a lead generation app that connects with your Google Analytics. It tracks your website visitors and sends the information directly to Pipedrive and your email.
You can gain insights into the companies visiting your website, where they came from and what they're interested in. Using this data alongside lead filtering and lead scoring, you can be sure that you're investing time in the hottest leads.
If you've ever spent hours trawling through LinkedIn, finding profiles and working out who's already in your database, you'll know it's no mean feat. That's where LinkMatch comes in. With LinkMatch, you can save and update profiles straight to Pipedrive. It removes a lot of the manual work and can save you one to two hours per day.
One of the more well-known Pipedrive integrations, Zapier, connects your systems through an 'if this then that' mechanism. This helps you automate tasks and leaves you the time to focus on more critical work.
Zapier acts as an intermediary between Pipedrive and the other apps you use, allowing you to share data among many different apps. It does this using a combination of triggers and actions.
Pipedrive is an excellent tool on its own, but when you integrate it with other systems, its power is amplified significantly. It's worth taking some time to peruse the Pipedrive marketplace to see which integrations might improve your business processes and productivity.
At Flowbird, we have significant experience using Pipedrive with ActiveDemand, helping us bridge the gap between sales and marketing. Get in touch for more information on how this could benefit your business.
Want to find out what you need to do to reach your sales targets? Try our calculator.
Reasons Why Your Sales People Won’t Use a CRM?
Your guide to overcoming sales staff aversion and increasing CRM adoption rates
Let’s get real: your CRM system was expensive. You invested time and money into researching, purchasing, rolling it out and renewing it. Thus, staff CRM adoption is not an option. It is a mandate. Your CRM is your portal into your company’s operations, and sales data and your sales team agreement are required to meet its full potential. Yet CRM avoidance is a real thing, and crafting a plan to manage reps who shirk your system is something you’ll have to do.
Most CRM systems are not doing enough to help in the sales process. Salespeople avoid it because it doesn’t advance their interests. So what features should you shop for to get engagement from your salespeople?
Please complete the form to download
Unless, of course, you roll out a CRM application your salespeople will want to use.
This free e-series provides valuable insight into the minds and preferences of salespeople and highlights the features your CRM must have to encourage use.
Our free e-series will help you:
- Understand the difference between a bulky CRM and a workable one
- Balance management requirements and sales team reporting priorities
- Recognise the importance of data capture on mobile devices
Find out why your salespeople won’t use a CRM today and start improving adoption today.