Articles

While mapping, it can be temping to plan to automate every little thing. It's better, however, to automate the biggest impact items, roll the system out to your users, observe how they work in the system, and iterate based on real user behavior.

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.