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How to Get the Most Out of Pipedrive

by Nathan Zachary

Regardless of whether you’re in sales, marketing or management, Pipedrive can help you manage your customers and leads. It is a cloud-based software as a service (SaaS) company that has offices in the US and Europe.


Creating and using Pipedrive filters are a great way to get the most out of your CRM. They make it easy to see patterns in your data and help you optimize your sales process. You can create a custom Pipedrive filter that’s based on your CRM data, or you can share filters with other Pipedrive users. You can also share links to reports with anyone.

The Pipedrive filter is a set of data validation conditions that are applied to pipeline items. These can be used to filter, sort, and show you the right data at the right time. You can apply filters to a Deal, an Activity, or an Organisation. You can also apply filters to the list module to make it easier to see what’s happening on your Pipedrive account.

The list module lists all your Activities according to the filter settings you have defined. You can also add columns and sort the list by column header. This is the best way to view Pipedrive data.

You can also create custom filters that combine multiple values from a Contact, a Deal, or a Company. You can make these filters public or private. The Pipedrive CRM system is very customizable. You can create custom activity types, share them with other users, and deactivate them if you want.

The Pipedrive CRM system is a powerful tool that can help you improve your sales process and close more deals. It’s also a tool that helps you track your progress with real-time metrics. It also syncs your contacts with Mailchimp audiences. You can use it to send automated drips and to send single email campaigns. It’s also a tool that keeps you focused on your targets.

Customizable pipeline stages

Managing your pipeline can be a challenge. Pipedrive is a CRM that helps you organize your sales process. It supports multiple sales processes and can be customized to match your needs. It can help you visualize your sales process, track your leads, and automate certain processes.

Pipedrive provides a virtual interface, making it easy to schedule meetings and other events. It also gives you a complete view of your deals, contact details, and historical correspondence. The pipeline screen also allows you to customize pipeline stages, as well as rename, delete, and add new ones.

One of the more interesting aspects of Pipedrive is its ability to combine data from different sources. You can combine data from an Excel file or Google Sheet, and even add custom fields.

Adding a lead in Pipedrive requires you to select an organization, contact, and a point of contact. You can also create activities such as follow up calls, product demonstrations, and quotes.

Pipedrive’s rotting feature helps you see the progress of a deal over time. You can also customize reports to display more granular data. For example, you can use a rotator to display only deals that have been opened for more than three days. This helps you to keep tabs on your deal’s progress and ensures that you only work on deals that are ready to close.

Pipedrive also has a built-in lead generator. This is an automated tool that sends qualified leads to sales reps. It also integrates with PandaDoc and has e-signing capabilities.

Using Pipedrive, you can create custom activities and assign them to specific stages. You can even set up a custom schedule for each of your activities.

Chatbots powered by AI

Having chatbots powered by AI helps sales teams to improve the customer experience. These solutions can help solve communication problems, reduce response time, and generate more sales. Some of these solutions are free and some are part of an expensive service. These solutions are also able to generate leads, qualify them, and send them to sales managers.

These solutions also help break silos between departments. For example, different team members might ask the same question. A chatbot can answer these questions automatically. These solutions also help to collect the required user data and store it in a database.

Chatfuel is a conversational AI platform. It is a free service that allows you to create chatbots that recognize groups of keywords and respond to pre-defined keywords. The platform also has a dashboard that shows the number of users, popular messages, and retention levels. You can also use the tool to identify and remove users who are leaving your site. It also comes with an implementation plan that explains how to set up your bot.

Botsociety is a chatbot building solution that works with entities, keywords, and natural language processing models. It also includes a prototyping tool that lets you test your bot before it is released. You can also add smart documents to the chatbot to organize employee surveys.

Chatfuel is compatible with Pipedrive. It also provides a clear dashboard that shows the most popular messages and blocks, along with other user activity. It also includes a number of pre-built templates to help you build a chatbot for your site.

Pipedrive chatbots can be used to generate leads. A chatbot is able to automatically respond to a prospect’s inquiries and answer simple qualifier questions. They can also help sales teams save time by qualifying and answering common customer questions.

Native mobile app for iOS and Android phones

Using a Pipedrive native mobile app for iOS and Android phones can give you access to your Pipedrive data while you’re on the go. It offers a simple dashboard that displays your sales pipeline and allows you to create and manage sales deals from anywhere. The app also allows you to schedule and track phone calls.

The Pipedrive app offers a wealth of statistics and analytics to help you improve your sales process. You can create custom dashboards to visualize your sales pipeline. It also offers the ability to share your own custom dashboards and reports with other users. You can also schedule meetings and events. You can also add contacts, manage deals, and automate email sending and follow up activities.

The Pipedrive mobile app includes a free trial and can be used for 14 days. You can also access the Pipedrive Academy, FAQs, and the online help center for additional support.

Pipedrive CRM is a robust and open API that allows you to easily integrate your data with other applications. You can also add custom fields and pipeline stages. You can even use Pipedrive with other Google applications, such as Google Maps and Google Sheets.

Pipedrive has an online help center that contains a knowledge base, FAQs, and a community forum. You can also get live support from the Pipedrive support team. The online help center is available 24 hours a day, seven days a week.

You can also integrate Pipedrive with other apps, such as Dropbox and Highrise. Pipedrive also offers a free REST API. You can use it to integrate with other applications such as Zapier and Google Slides.

Integration with popular business tools

Whether you’re looking to increase your sales or streamline your daily tasks, Pipedrive is an ideal tool for you. This web-based CRM can help you to manage contacts, follow up with prospects, and track signatures. It also helps you plan your next steps in the sales process.

One of the best features of Pipedrive is the mailchimp tracking tool. The software allows you to manage your messaging campaigns and send emails to specific groups. You can also create professional emails and send them out to prospects and clients. You can also integrate Pipedrive with your accounting software to help you create invoices.

Another powerful feature of Pipedrive is the live chat tool. It helps you to interact with prospects in real-time, and allows you to close deals faster. The tool can also help you to create chat windows in your SaaS applications.

Pipedrive can be integrated with Google Drive. The tool can help you to save your contact information and calendar appointments. You can also use the software to create documents within Drive.

Pipedrive can also be integrated with DocuSign, a secure document transaction platform. This allows you to create and send digital documents without fear of losing them.

Pipedrive also supports Xero, an accounting software that helps you keep track of income and expense records. You can also manage bill reminders and tax payments. These tools can help you run a small business and manage cash flow projects. You can also use the software to manage your employee expenses.

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