Are you looking for a Pipedrive user guide better than the vendor’s guide?
You need guidance on how to set up a CRM that really work for your business.
And you didn’t really find the true knowledge over pipelines and deals.
Here we are!
If you are about to decide your new CRM or substitute the one you are using. let’s think two relevant parameters you have to consider:
Your Business Model
How you sell
Do you sell critical valuable solution, with relevant transaction per deal, then you are in the right place.
If your existing CRM is not serving you at the best, and you feel you are not efficient enough on your sales process management, then you are in the right place. Here you can check some of the best features of Pipedrive!
Best way to learn Pipedrive
Learning the use of Pipedrive effectively can greatly benefit your business.
Here are some steps to help your learning:
Understand the Purpose
It is designed to help you manage and streamline customer interactions, track leads, manage sales processes, and improve customer experience. The core of Pipedrive is to make it easy to manage the sales processes: the money generator side of your business. In this area you can use several tools and express all its power.
Design your sales process
What exactly do you and your people do from the lead generation down to the sales process? What stages the process is divided into, what activities are expected. With this in mind you will know if you need to add special features.
Start with the end in mind
Think about what you want to achieve, aggregated data for reports? Improve the sales process? A mix of them?
Certified Solution Providers are there for you.
If you face challenges or have difficulties in settings, reach out to the Pipedrive Certified Solution Providers, they are independent companies focused on providing tailor-made support and people training.
A small guide on “the use of pipedrive” is available here