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On the subject of scaling your gross sales course of, wonderful pipeline administration is crucial.
Fortunately, Pipedrive gives among the greatest pipeline administration within the biz.
Let’s stroll you thru our expertise.
My staff and I added some internet affiliate marketing offers at Small Enterprise Bonfire to check this function.
Right here’s how a “new deal” card appears to be like (for reference).
Inside every card, we had a ton of data at our fingertips.
For instance, we might simply see the next information at a look:
- Related contacts
- Group
- Title
- Worth
- Pipeline stage
- Likelihood of win
- Contact information
We might additionally simply add customized fields to our deal playing cards (with only a click on).
From there, we might simply view our complete gross sales pipeline with Pipedrive’s modern dashboard.
Right here’s the way it regarded from our perspective (throughout our six months of testing).
We appreciated the flexibility to rapidly schedule actions with every card by merely clicking the pipeline.
This made it straightforward to maintain monitor of follow-ups and different important duties (with out navigating 1,000,000 menus).
Right here’s a fast have a look at the exercise scheduling course of.
The truth that we might simply see our calendar on the proper facet of every card made it straightforward to keep away from double-booking or different scheduling conflicts.
Plus, the flexibility to make notes on every card allowed us to maintain monitor of necessary particulars (with out cluttering up our principal pipeline view).
The underside line: Pipedrive gives among the greatest pipeline administration available on the market.
If you wish to take your gross sales processes up a notch, you possibly can’t go fallacious with Pipedrive.
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