Pipedrive

Generally, the sales rep’s job is to generate revenue, but are they are constantly sorting through various customer data and are rushed by reports, do not have time to close a new customer’s deal, or track the status of orders? Instead of sales reps spending time organizing the sales data, it’s better if dedicated tools clearly organize data for the sales team so that the deal status, customer data, and profit numbers are clearly visible. Sales reps no longer need to spend time entering data and can have more time to close deals and manage customer relationships.

According to the survey: 90% of the factors that prevent salespeople from using CRM smoothly are due to the complicated user interface, which reduces users’ interest in learning and using the application. Pipedrive is designed to provide convenience to users rather than forcing them to make another effort to learn the user interface. The user-friendly interface allows users to work according to their usage habits.

In addition, pipelines can be customized and various activities such as follow-ups, deadlines, etc., can be scheduled for each customer transaction. Orders that have been left unattended for too long are automatically reminded, so the team never misses taking care of a customer. Existing customer lists can be easily exported via spreadsheet, so you do not have to manually enter the information when you change systems.

Sales data is often scattered among sales reps. If you use a dedicated sales tool to integrate and analyze this data, the manager and team can track progress directly by looking at the pipeline. This makes it easier for the sales team to engage with customers. It also allows the sales team to track lost customers so they can take appropriate action to meet the customer’s needs in the future, which helps increase conversion rates.

In addition to clearly tracking deal status, all calls, emails, and contact histories can be clearly displayed for each customer deal. Even if a sales representative is on vacation, another colleague can clearly check the customer status and reduce handover costs. To retrieve relevant customer details, you can create filters and export the customer list. In this way, the sales representative can easily organize the data without doing repetitive tasks. This way, the sales team does not have to constantly use spreadsheets to enter customer data, keep track of business history, and skip the situation of not knowing how to respond to the boss.

Do you always spend a lot of time writing sales reports? Do you have to recreate a report after the data has been updated weekly? Pipedrive saves you from the nightmare of repeated reports. Pipedrive can not only record all customer and sales data but also automatically convert this data into real-time analytics such as bar charts, pie charts, etc. Important data such as performance, conversion, duration, and progress are also automatically generated for you. This will save you a lot of time in creating reports and avoid possible human errors in manual data entry.

Sales insights with real-time data in a visual interface are the best tool for the sales team to further discuss sales process optimization and conversion. Thanks to the various chart templates, sales reps not only have more time to engage with customers instead of creating reports, but can also use this visual data and information to formulate and improve future sales strategies and achieve longer-term sales success.