Sales CRM system - laptop on desk with phone and notepad

Sales should be simple, right? All you have to do is generate some leads, move them through your sales pipeline and close the deals. Sounds easy.

Unfortunately, it’s often not that straightforward, especially if you don’t have a sales CRM system.

Keeping track of leads can be difficult. Every lead is different. You have leads sitting at different stages of your sales cycle. Some leads move quickly; others do not. Some leads require a lot of hard work; others just need gentle nudging.

When you’ve got all that to contend with, things can start to get messy – especially when you’ve got numerous sales pipelines and a variety of products and services.

With so much on your plate, it’s inevitable that you’re going to lose some leads, isn’t it? Actually – no – it doesn’t have to be.

Why You Need A Sales CRM System

With a Sales CRM system, you have the power to manage every lead strategically and efficiently. You can schedule and carry out sales tasks to move leads along your sales cycle. And you can be confident that you’ll be able to keep on top of everything – even as business grows.

Pipedrive

Pipedrive is a Sales CRM system that makes managing your sales process easy. By mapping out your sales process within the system, your salespeople have a clear step-by-step guide for moving deals through the sales cycle. You can set up multiple sales pipelines with stages tailored to your specific processes.

Pipedrive visualises these sales pipelines, giving you and your salespeople a clear view of your deals and the stages they’re in.

One of our core beliefs at Flowbird is that you need to break your sales process down into manageable actions. A sales CRM system like Pipedrive lets you do just that. You can add particular sales activities (such as calls and meetings) to deals and schedule due dates for them. Once you mark an activity as complete, the system prompts you to add your next activity. This ensures that you and your salespeople stay focused on actionable goals.

You can add your contacts either manually or by importing a whole spreadsheet. You can view them from your sales pipeline or in the contact list. It’s easy to open a contact’s record and add contact details or notes and schedule activities such as follow up calls.

Pipedrive makes it easy to schedule activities, move prospects through your sales pipeline and head towards closing deals. It also helps you prioritise your work. The system uses an intuitive colour-coding system to show you which deals need attention based on the due dates of the activities scheduled on their records. It’s very clear which leads you need to follow up and when.

Without a sales CRM system like Pipedrive, it can be very difficult to keep on top of everything that your sales process involves. That’s why we do what we do at Flowbird: we want to simplify your sales process for the benefit of both you and your customers.

To find out more about sales CRM systems and how our services could increase your sales by 30%, get in touch today.

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  • Establish your revenue goals
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