
Airtable vs ClickUp: Which is right for your team?
Airtable and ClickUp are two competing project management tools, each of which focuses on helping team collaboration. The following report provides an objective comparison between
Lead management is a great way of scaling your business. It helps you not to miss important sales steps and have a clear picture of what works.ย Pipedriveย helps improve your marketing and sales processes to grow your business.
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In this Pipedrive review, weโll break down every aspect of their product so you have a better understanding of whether or not itโs the right tool for you.
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Pipedriveย is a web-based sales CRM software and an intelligent sales management tool for small businesses. According to its website,ย Pipedriveย is designed for sales team members. And can help you do more to grow and scale your small business effectively.
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Pipedriveโs CRM tool also helps improve your business sales through its visual sales pipeline, which simplifies customer relationship management by letting you do the following:
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Pipedriveโs workflow automation increases productivity and eliminates repetitive, time-consuming tasks. The CRM platform also provides real-time reports that show your sales reps and managers what business processes to prioritize first.
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Before you can start usingย Pipedrive, sign up and create an account. Once youโre in, you can create your firstย Pipedriveย deal.ย
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Here are steps to use theย Pipedriveย CRM platform to manage your sales pipeline better.
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Open the deals menu and click the green โDealโ button.
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Once youโve created a new deal, input customer data in the relevant fields, including contact person, email address, organization, etc.ย
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You donโt have to fill in all the fields, but only those required for efficient management of your sales pipeline. And thereโs no need to add a person or organization initially.ย Pipedriveย will automatically take care of that and create a deal for them.
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Youโre at liberty to move your created deal to the next stage. You need to select those deals in your deal ticket, and thatโs it.
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Alternatively, you can drag your deal card stage along the sales pipeline (as seen below). But this is optional. You can always skip this step if possible.
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Pipedriveโs CRM platform offers several features split into three categories.
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Pipedriveย does an excellent job of growing and scaling your business. However, it also falls short in some areas. Hereโs a quick (and detailed) list of Pipedriveโs pros and cons.
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Pipedriveย comes with four pricing plans:
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Youโll need at least ten users to upgrade to the Enterprise plan. The best part? Youโll have access to every featureย Pipedriveย offers, including security features and security rules.
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Another thing is that only the Enterprise plan receives comprehensive phone support. The rest of the plans get 24/7 email and live chat support. In addition, the onboarding team will help you set up Pipedrive for your business (just in case youโre stranded along the way).
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Without an effective CRM tool, your business wonโt grow.
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A sales-focused CRM solution helps your business sort, analyze, and prioritize your sales leads, allowing your sales team to provide accurate answers to potential customers.ย
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If your business is focused on streamlining and organizing sales pipelines, theย Pipedriveย CRM solution might suit your needs.
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Theย Pipedriveย CRM Platform helps you capture more leads, centralize your entire documentation process, and create and send customizable email campaigns.ย
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In other words, itโs designed to keep you selling.
Airtable and ClickUp are two competing project management tools, each of which focuses on helping team collaboration. The following report provides an objective comparison between
Twitter LinkedIn Reddit WhatsApp Email Email marketing is not always easy, especially when you have thousands of potential clients in your mailing list. ย Youโd
Twitter LinkedIn Reddit WhatsApp Email In the past, if you wanted to create a sales funnel, you needed to piece together a lot of different