Boost Post-Sale Success with the New Asana Integration

Boost Post-Sale Success with the New Asana Integration

Here at Pipedrive we know that the goal of any sales team is growth. However, being able to get your awesome products or services into the hands of new customers is often just as challenging as selling them in the first place.

Most sales managers know that while more hands on deck means more manpower, it also means more cracks where valuable deal information can leak through. This becomes especially problematic when handing over won deals to the teams who take over once a sale has been made.

This is why Pipedrive’s latest integration with Asana, one of the web’s most successful project management tools, is an ideal solution to this all-too-familiar scenario. (more…)

What Makes Your Industry’s Sales Pipeline Unique?

What Makes Your Industry Sales Pipeline Unique?

The right way to sell is always going to depend on what you’re selling. But how, exactly, do sales pipelines differ across industries? What does a real estate firm do differently than a software development company? Or a bank?

We wanted to know. And with 50,000 customers using our sales management tool in very different ways, we knew we could find out.

We’ve always believed in the importance of customization, letting our customers build pipeline stages to suit their own sales approach. Tapping into this data, we’ve been able to analyze user preferences – and pipeline characteristics – from industry to industry.

Here’s what we found. (more…)

10+ CRM Use Cases Beyond Sales Management

10+ CRM Use Cases

A good Customer Relationship Management (CRM) tool should be able to serve many parts of the business, allowing every department in your company to maximize efficiency. When you have different teams working in different tools, a lot of stuff falls through the cracks and fails to translate from one system to the next.

Let’s start by defining what it is we’re talking about: 

CRM is a collective term for all the structures your company uses to guide interactions and relationships with customers.

It includes not only guidelines for how direct interactions take place, but also systems for organizing and tracking all the relevant information. This includes meetings, proposals, sales conversions and more.

A CRM system pulls together lots of data to show your business how well (or poorly) the relationships with customers are being handled and how that’s affecting you.

For the purposes of this article, when we refer to CRM we will be referring to a CRM system, rather than the broader definition.

The main purpose of using a CRM is to automate certain aspects of sales for speed, efficiency and accuracy. This is the use case that most people are familiar with.

In this blog we are wandering off the beaten path though and will detail some more unusual ways to use a good CRM, from sales management to strategic marketing and competitor tracking. We will also look at how using a CRM effectively can drive up your profitability. So strap in, get set and let’s see if we can teach you anything. (more…)

15 Sales Follow-Up Templates Proven to Get a Response

Sales Follow-Up Templates

The make-or-break part of any deal is the second touch, as this is where you start turning leads and prospects into clients.

Email may be the most convenient and logical way to follow-up with your prospects after the initial intro or proposal, but it has one very serious drawback. How do you prevent your emails from simply disappearing into the ether of your prospect’s overflowing inbox?

Fear not!

We have the secret to dealing with almost any sales situation that requires follow through. By the end of this article, you’ll be armed with a collection of follow-up emails that will dramatically increase your prospects’ response rate, netting you more sales in the long run.

We’ve compiled 15 templates that you can use to cover almost any sales situation. We have also added some advice on when to send these, as your timing is often as important as the message. By tweaking, adapting and learning from these templates, you can dramatically increase your close rate. (more…)