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Pipeline administration is definitely certainly one of Pipedrive’s strongest options, serving to companies visualize and streamline their gross sales course of.
With Pipedrive’s customizable pipeline view, you may simply monitor offers as they transfer via every stage of your gross sales course of.
Listed here are just a few key options of Pipedrive’s pipeline administration:
- Customizable phases: Pipedrive lets you customise your pipeline phases in response to your particular gross sales course of. This permits for higher group and a extra correct illustration of your gross sales cycle.
- Timeline view: The timeline view provided by Pipedrive is extremely useful in exhibiting the standing of offers at every stage, making it straightforward to see the place they’re within the gross sales course of.
- Exercise monitoring: One other spectacular function is Pipedrive’s capacity to trace actions, resembling calls, emails, and conferences. This offers you a greater understanding of your crew’s gross sales efforts and helps to determine areas for enchancment.
To check this function out, we added a few of our online marketing offers at SBB.
Right here’s how a brand new deal card regarded (to offer you a greater thought).
Inside every card, we have been in a position to simply add the next info:
- Contact
- Group
- Title
- Worth
- Pipeline stage
- Shut date
- Likelihood
As soon as our offers have been put in, we might simply drag and drop them to the suitable stage in our pipeline (proven under).
We particularly favored the flexibility to simply click on on every deal card and schedule an exercise (immediately from the pipeline).
For instance, we scheduled a follow-up assembly with our Amazon contact (pictured under).
The entire course of took lower than a minute, and our crew might simply see any updates or modifications in actual time.
Our takeaway: Pipedrive’s pipeline administration options are extremely customizable, straightforward to make use of, and provides a transparent overview of our gross sales course of.
The exercise monitoring function additionally offered invaluable insights into our crew’s efforts.
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