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All About Pipedrive CRM

Introduction Founded in the year 2010, Pipedrive is a cloud application as a service company that is involved in the development of mobile apps,  w

Introduction

Founded in the year 2010, Pipedrive is a cloud application as a service company that is involved in the development of mobile apps,  web applications and customer relationship management tools. With its branches in Europe and USA, Pipedrive has more than 900 employees. In Europe there are 10 offices and in the USA only one. Talking about its customer relationship management tool, over 95,000 people around the world use it and are highly satisfied. With its headquarters at Tallinn, Estonia and New York City, US; Pipedrive ranked as 5th Estonian-founded unicorn

History

Owned by Vista Equity Partners , Pipedrive is said to be founded in the year 2010 by  Timo Rein, Urmas Purde, Ragnar Sass, Martin Henk and Martin Tajur. Pipedrive mainly focuses on providing services like sales management, customer relationship management lead generation, management Marketing automation, real time progress tracking Mobile enterprise solutions.  After its establishment, Pipedrive joined AngelPad in 2011. Pipedrive started with only 15 employees and till now it has around 900 employees. Pipedrive venture funding raised to $91.2 million in the year 2019 from Atomico, Bessemer Venture Partners, Paua Venture, Rembrandt Venture Partners etc. Pipedrive is also listed under FT 1000, which includes all  the fastest growing companies in Europe. In the year 2020 its value raised above $1 billion as it received ok investment from Vista Equity Partners.

In its journey, Pipedrive won many awards which shows how good this tool is. So! Let’s have a look at the list of awards Pipedrive won. 

Awards

In the year 2018, Pipedrive was included in Forbes Cloud 100 list.  For its tremendous work Pipedrive was recognised as  the “Best Overall CRM Solution” and “Easiest to use” CRM,  by MarTech Breakthrough and Motley Fool respectively in the year 2020. Not only this, Pipedrive has many achievements in its pocket. Pipedrive won the tag of best real estate CRM software in the market in the year 2021. 

Now a question more often comes to your mind about the easiest way to use Pipedrive. Well! I have come up  with a four step solution for you to use Pipedrive easily. Let’s have a look at them- 

How to Use?

 Set up your pipeline stages-  All your sales processes are visually represented by the pipeline and fit according to your work. All you have to do is to set up your pipeline stages and give it a name or choose a template and you are all set to fill it with deals. 

Focus on sales actions- people generally waste their time Thinking on the end result but what they forget is to think about the strategies. So! Always try to look for the steps which will lead you to the last rather than focusing on the finish line -the sale. All you have to do is to set a schedule for your entire day, be it little things like  – lunch or a phone call or a big thing like a meeting  and leave everything on Pipedrive. The Pipedrive will remind you  accordingly. 

Track progress towards goals- Pipedrive acts as your coach throughout the deal process. It will monitor each and every step you take in order to take your deal forward. It will guide you and help you to reach your target by finding average conversion rate. It will give you enough time to adjust yourself to be on track. 

Optimize and grow- Pipedrive makes your success easy. There is absolutely no need to wait and hope for the best, rather Automations and integration tools by Pipedrive will help you at each step and save your time by performing all the tasks. All you have to do is to adopt the right strategy and set bigger goals.

To understand Pipedrive more easily you need to understand its features. Let’s have a look one by one-  

Features

Pipedrive offers you many features . Let’s have a look at them- 

Lead Management: This feature is the combination of product catalog, lead import tools and deal probability. You can get the information about your lead, about how cold to hot your lead is and also gives you the idea about which lead to pursue. It uses a color code feature known as “rotting” to judge leads on the color basis. 

Contact Management: with the contact management feature of Pipedrive you can easily transfer your contacts from your old CRM and spreadsheet. All the contacts are stored in the system itself making it easily accessible. Also it comes with a call recording facility which records your calls and emails. You can also view the exact location of the person in your contacts.  

Web Forms: With this feature of Pipedrive, you can easily generate leads which you can easily fix, put or share at your social media platforms, email. You can even customize it accordingly. 

LeadBooster Chatbot: in order to have access to this feature you have to pay an additional fee. These features work 24/7 in collecting lead and sending it to the specific location as instructed by you. 

Activity Management: It manages all your activities. You can schedule your work and guess what, it will remind you of all your pending work on time by sending you notifications. It itself contains some of the list which you can customize according to yourself. 

There is no doubt that Pipedrive has an amazing set of features to offer you. But as everything must have some pros and cons, similarly Pipedrive also has some Pros and Cons. Let’s take a closer look. 

Pro’s

  • You can easily keep a check on your deals and track your progress.
  • Pipedrive software has a user interface and is quite easy to use. 
  • With mobile applications you can easily use Pipedrive anywhere anytime.
  • The integration facility by Pipedrive makes it easy for the user to achieve their goals.

Con’s

  • Due to technical glitch in the data exporting feature of Pipedrive, data querying and extraction is slow.
  • Complex platform filtering process.
  • Non user friendly email integration.
  • Overpriced features.

Final Words

If you have a small or medium business then you must need a marketing management tool and there is nothing better than Pipedrive. It helps you in expanding your business and reaching new heights. It monitors the sale, your activities throughout the sale and increases your productivity. Pipedrive is an extremely easy to use platform and allows you to integrate with third party platforms like Google Apps, Zapier etc, in order to make your task easy.