Pipeline management is what Pipedrive focuses on first and foremost.
Pipedrive provides a simple, visual way to track, manage, and customize your pipelines.
Let’s go through our experience using Pipedrive’s pipeline management (to give you a better idea).
To begin, we clicked the “+ Deal” button (shown below).
From there, we were able to fill out each aspect of our deals, including the following:
- Contact associated
- Organization
- Title
- Value
- Pipeline
- Stage in pipeline
- Probability %
- Contact information
That’s a lot of helpful information for such a simple process.
Once we had our deals set up and organized, we could easily drag and drop them into different stages as they progressed (pictured below).
We really liked the visual aspect of this pipeline management system, as it made it easy to see where each deal was in the sales process.
We also loved that we could easily click each deal and schedule an activity (directly from the pipeline).
Here’s how it looked during the testing period.
Being able to easily assign tasks, meetings, and other activities to each card made the follow-up process effortless.
The scoop: With Pipedrive, we were able to stay organized and on top of each deal without any hassle.
There’s a reason why we say Pipedrive is among the best pipeline management on the market.
The post originally appeared on following source : Source link
