Articles

Once you have your sales process mapped, and you've defined the pipeline stages, you will be able to add deals to the pipeline and gain visibility into a deal’s stage, progress, and status. You’ll also start collecting valuable information to help you optimize your sales process such as: the Number of Open Deals in Your Pipeline, the Number of Open Deals in Each Stage, the Average and Total Deal Values, Revenue Forecasts, Average Deal Close Rate, and Average Time to Win Deals

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.”

Learn how to customize your pipeline stages, the basics of creating deal detail fields specific to your sales process, and how these customizations will transform Pipedrive into a data powerhouse.