Articles

Pipedrive is a sales customer relationships management (CRM) tool enabling sales teams to make more sales while doing less work. One of the most appealing features of using a CRM is organizing information and processes to keep sales teams from missing out on communications and potential sales. One way Pipedrive helps do this is by allowing you to designate potential customers as “deals” or “leads.”

A sales process is the series of interactions between a company and a lead that take the prospect from New Lead to Customer to Raving Fan. Typically these steps can be clearly defined so that even the newest member of a sales team can execute them with ease. Consider the documented sales process a roadmap. It guides your sales team on what to do during each phase of the customer journey–from someone becoming aware of your products or services to end with a sale–or repeat sale.

How do you collect data from your customers? What are you using to create your forms? How is your team entering all of the important details of a new deal into Pipedrive?‍ If you’re not happy with the forms you’re using, or if the data collected isn’t efficiently integrating into your workflow and helping your business, it may be time to see how Jotform and Pipedrive can make that happen. ‍In this article, we’ll answer the questions: What is Jotform? Why Use Jotform with Pipedrive? & How to Get Started Using Jotform with Pipedrive