Pipedrive CRM is a fully-featured, cloud-based customer relationship management platform that has been developed by salespeople, for salespeople, making it unique in its field. With advanced management and automation features, it’s a highly effective tool that can be used to make many efficiency improvements to sales and marketing operations. However, it is the lead tracking and sales forecasting functionality of Pipedrive CRM that we are focusing on today because we believe this functionality, when used in conjunction with sales consultant training courses, will have the greatest impact on your sales team’s performance.
Efficient Lead Tracking with Pipedrive CRM
Efficient lead tracking enables B2B and B2C companies to capitalize on leads obtained through both direct digital marketing and organic SEO activities. Pipedrive CRM provides several advanced tools to simplify the task of lead tracking and ensure that no prospect is allowed to fall between the cracks due to inefficient management. In the early stages, the Leads Inbox is the most useful of these tools because it functions as a central repository for new, pre-qualified leads. When a lead becomes a confirmed sale, it is converted into a deal in Pipedrive CRM and added to your sales pipeline. This makes it very easy to see which prospects have yet to be turned into confirmed sales simply by checking the Leads Inbox.
Accurate Sales Forecasting with Pipedrive CRM
By using the pipeline view to look at all active Deals stored in Pipedrive CRM, you can instantly see what stage each deal has reached. More detailed information on the progress of individual transactions can be viewed by clicking on the relevant Deals. Because Pipedrive records the progress of every confirmed sale, it has all the information it needs to produce accurate sales forecasts on request.
Realising the Full Potential of Pipedrive CRM
The ability to accurately forecast future sales turnover is invaluable to commercial organisations of all types, and efficient lead tracking is one of the most effective ways to improve conversion rates and overall performance. However, Pipedrive CRM can do even more for your organisation if you dig a little deeper into its features and functionality.
- More Effective Lead Management with Automated Lead Entry and Follow-Up Reminders
- Even More Accurate Sales Forecasting with Weighted Deal Values
- More Refined Sales Strategies Based on Trend Analyses
All these benefits and more can be enjoyed by small businesses when they adopt Pipedrive CRM, but we shouldn't forget the importance of training too. Without professional sales training, your team will be unable to reap the full benefits that Pipedrive offers.
Why Sales Training Matters
Sales training classes and individual sales coaching sessions can complement the introduction of Pipedrive CRM into your organisation in two key ways. Firstly, if you organise professional sales training courses that include a Pipedrive CRM component, team members will learn how to make the most of the software. Secondly, they will have the opportunity to hone their general sales techniques by participating in instructor-led activities during sales training programs of this nature.
Please feel free to browse our website for details of our professional sales training programs. We’ve helped many small businesses make significant improvements to their bottom lines with our sales courses for beginners, intermediate and advanced sales professionals.
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