Pipedrive: The Sales-First CRM

Written by: 
Molly Niemczyk

What Is Pipedrive?

Pipedrive is a sales Customer Relationship Management (CRM) solution that aims to make the sales process as easy as possible. It’s a powerful tool for small and big businesses alike that are looking to improve their efficiency and maximize sales. Today, we’re looking at some of the main benefits of using Pipedrive, and why good CRM software is so important.


How It Works

Pipedrive calls itself “the first CRM platform made for salespeople, by salespeople,” and this is reflected in its capabilities. The software offers a number of great features; we’ve listed a few of the most important ones below.


Foster Your Relationship with Customers

Pipedrive’s main function is to help create more leads and conversions (or “deals”). Users can create deals in the software, and then track them through visual pipelines, which can be filtered by representative or by sales stage. More specific sales data can be tracked by creating custom fields. Users can also track contact history in the platform, and color cues act as a visual aid so that users know which deals and customers to prioritize.


Automate Busywork

Pipedrive is capable of automating administrative tasks, so users can focus on the important tasks instead of repetitive busywork. For example, users can create automated emails that trigger to send automatically at certain stages of a customer’s sales journey. The software has a variety of other features and app integrations that can streamline other basic processes, as well.


Get Valuable Insights

With the ability to create customizable reports and metrics, Pipedrive allows users to track the specific data that is important to their business. Custom features can be created for free with an open API, and revenue forecasts help users predict their earnings and plan ahead.


Why You Need CRM

CRM is a vital part of a sales team’s arsenal of tools, as it allows you to create and manage customer profiles and prioritize interactions that will lead to a better customer experience. Most businesses will know that it can be a hassle to build good customer profiles, especially if your data collection is inefficient or unorganized. A good CRM tool should be able to gather, analyze, and present this data in a way that’s useful. 

Pipedrive does all this and more; as CRM with automation and reporting capabilities, it’s the ultimate tool for businesses looking to strengthen their customer relationships quickly and effectively. Of course, if the ultimate goal is to increase sales, using Pipedrive can help with that too; users reported closing 28% more deals on average after just one year.


Are you looking to grow your business? Interested in implementing CRM software, but not sure where to begin? Our team of experts at Relevance Advisors can help. Reach out today to learn more!

Ready to get started?

if you are interested to learn more about our company or services, we would love to hear from you.