
The Pipeline clearly communicates the top 4 data points you need
Visualizing your open deals
Identifying the stages of your deals
Focusing on the right deals
Knowing how long deals are stuck in a certain stage, allows you to analyze where your sales team is lacking skills and you can determine how you can help them to optimize it.
You can easily customize each stage, Rotting time, so your attention can be focused on the aging deals in the pipeline
Show them the drag-and-drop feature
With the visual Pipeline, you can very quickly see which actions to take with the activity feature
In the activity module, you can organize your sales tasks by date so you can always see what is coming next. This is one of the key elements to increase sales performance.
In the deal Module, the system will automatically organize your deals with the ones that required your immediate attention depending on the activity planned for that deal.
Every deal should have the next activity until you burn it to the ground.
You can also create activities according to your company-specific needs
You can very easier use filters to find specific deals
EVERYTHING is centralized in the deal so you can easily find all the information you need when you open a deal.
@ mention in notes
Email sync/email history shared with everyone on the team
Calendar availabilities / Sync with Zoom to avoid the back n fourth headache
Docs integration
In a second, as long as you have the authorization, you can have a global and detailed vision of a deal
If you don't want everyone to see your information, you can edit who sees which information and who can take what action
REPORTs / What needs to be improved
The money is in the follow-up, but sometimes, we are lazy and we tend to forget to do our follow-ups...
However, if you are using your personal assistant (Pipedrive CRM) effectively, you will save tons of time and close 10x more deals!
Remember, the money is in the follow-up!
If you build a house without a plan, I would never want to live in it.
The same thing applies to the implementation of a sales-oriented CRM
Here's how to plan your process!
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By the way, feel free to reach out so I can share some amazing workflows I built for my clients.
Simply click on one of the external resources.
I would be more than happy to help!
Here's how to build the stages of your sales in Pipedrive
Our Best Follow-up email templates coming soon...
Pipedrive - How to connect your activities module
Let me show you how to save tons of time and WOW your clients!
Unlock Money Making Magic with Pipedrive
Picture this: You've got an incredible offer that's ready to rock your clients' worlds.
But hey, who's got 8 hours to spend on sending individual emails? Not you, right?
Well, guess what? Pipedrive's got your back! Here's the secret sauce to send up to 100 emails, one by one, and do it faster than picking a movie on Netflix.
Here's how to add custom fields in Pipedrive depending on your customer type :)
Pipedrive's Formula fields empower users to create custom calculations and automate data processing within their CRM.
With this new feature, users can build complex formulas using various mathematical operations, logical functions, and field references.
Making mistakes is human, with the number of cold calls we make, it is possible that we lose track of prospects and forget the name of the person to contact.
Hopefully, the search bar is there to help us!
You might be able to accomplish things faster if you do things by yourself. But if you work together, you'll achieve more!
This is how you communicate with your team in a deal.
**IMPORTANT: This function is available with the PRO version
Proposals are typically made and sent within 30 to 45 minutes by most salespeople.
Is it possible to help you do that in less than 2 minutes?
Can you think of anything you can do with that extra time?
The last question I cannot answer for you, but I may be able to assist with question 2 :)
Here's how to create an automated task when you have a new offer (and an automated email)
Here's how to create an automated task when an offer has been updated.
Importing a list can be complicated so I strongly advise you to have it done by professionals!
On the other hand, if you want to know how to import a simple list, check this video!
Are you struggling with sales and client retention?
Does uncertainty about where to focus your prospecting efforts keep you up at night?
Do you forget to follow up with clients because your CRM lacks activity tracking?
Is your sales team drowning in disorganized processes, relying on pen and paper, emails, and text messages, with no clear overview of what's happening?
Have you lost deals because you're sending emails instead of professional proposals?
Are you stuck doing manual tasks that could be automated, like copying client info into spreadsheets or sending introductory emails one by one?
If any of these sound familiar, our "Pipedrive Sales Mastery" course is tailored to your needs.
My name is Clifford Cheung and in this course, you'll gain the skills to make Pipedrive CRM work for you.
Take control of your leads, gain data-driven insights to target your prospecting effectively, never miss a follow-up with activity tracking, and bring order to your sales team with clear Standard Operating Procedures (SOPs).
Our track record is solid. We've helped businesses like realtors, brokers, investors, advisors, estimators, and contractors achieve a 28% increase in deals closed in their first year of CRM use.
With over 200 custom CRM solutions built since 2019, we're experienced and ready to guide you.
As a special bonus, the first 150 students gain access to an exclusive one-on-one guidance call with me. Get tailored insights to supercharge your CRM for your business.
Enroll now, unlock Pipedrive's potential, and drive your business success while saving on costs. Master Pipedrive, transform your sales and client relationships, and seize this opportunity today!
What our customers say about us!
Hugo Lecavalier - HL Performance (High Performance Gym Trainer)
Before working with Cliff from the Gro Agency, we lacked structure in sales and operations.
We were clearly losing leads, sales, renewals, upsells, and referrals.
We decided to work with them because they were referred by Jacob Hamel from Quantum Training.
They are young professionals, enterprising, they have expertise in sales, CRM implementation, and training.
Just seeing the structure of the system put in place for their clients gave us excessively more confidence in the growth of our young company.
Since working with the GRO Agency, we really have more structure in terms of prospect management and we close many more clients.
There is no longer any forgetting at the administrative level, then we really no longer want to take action thanks to the structure.
Eric Dionne - Iso Bloc (Construction)
I am a new owner of Isobloc and wanted to be sure that my business development efforts were documented, tracked, and improved.
I decided to invest in a CRM before I even bought the business because I knew it was essential to growing the business.
I decided to work with GRO because I really felt that they took the time to understand the particularities of my project and my needs.
From the first meeting with Carl, he gave me possible solutions that were really aligned with my needs.
After only 2 months, my 2023 goal is already in my Pipeline, I have a great idea of what's to come and I know what to do to get there.
Thanks again for your professionalism!
Tyler Burzese - Realtor at EXIT Realty Lake Superior
Before stumbling upon Cliff's services, I gotta admit, I was kind of a mess with my CRM and not as organized as I should be, to say the least.
It was beyond frustrating when I tried to figure it out all by myself.
But then, Cliff came along, and I was sold! Seriously, I chose to work with you because you're super reliable, and your pitch had some impressive visuals that really hit home for me.
It was like a lightbulb moment when I saw your pitch, and I knew that your service was the real deal in solving my problems.
Now, my business has completely transformed! With the awesome tools you provided, I can serve my clients like a pro. I've got things running smoother than ever, saving time and making sure every task gets done right.
Thanks a bunch!