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Despite many legacy incumbents, Pipedrive has grown rapidly to become one of the top CRM (customer relationship marketing) platforms in the market. Rated 4.3 stars on G2 Crowd and 8.3/10 on TrustRadius, users enjoy the intuitive layout, rich feature base and economical price point. After designing sales systems at many firms, I have been pleasantly surprised by the depth of the Pipedrive offering supported by a robust partner ecosystem, which is challenging legacy alternatives which have an extremely laborious, multi-touch sales workflow.
As a sales leader, I have found that it is extremely important to create an environment in which sales representatives can perform as many of their critical actions without leaving the CRM. As sales cycles become more complex and team numbers increase, the proliferation of tools can lead to losses in productivity where reps spend up to 50% of their time on non-selling activities like updating notes, sending proposals and scheduling meetings.
In designing your ideal sales setup, the infrastructure you put in place should enable your team to do the following from inside your Pipedrive ecosystem:
With the above in mind, I have tried to create the ideal list of sales tools that align with Pipedrive to provide many of the required demands of a modern sales term, for under $100. Although many of the sales process demands need multiple tools to be successfully achieved, I believe this outlay will give any sales leader the best “bang for their buck.”
The Pipedrive Gold Plan is Pipedrive’s middle tier plan - suiting the needs of most businesses looking to scale their sales processes with a modern and cost-effective solution.
Integrating with Pipedrive, Aircall is a widely adopted cloud telephony solutions provider.
Integrating with Pipedrive, GetAccept is a deal management platform for sales that enables reps to send experiences which move conversations from 1st meeting set to final contract signed.
Zapier is a must-have in the stack, allowing you to connect applications which are not typically integrated to facilitate task automation. Imagine being able to ‘trigger’ an action from one application you use based on what you are doing in another.
For sales, these are some great ideas you can execute using Zapier and Pipedrive
Pipedrive is a fantastic CRM alternative to many established competitors, and with the correct integration choices, this can actually become one of the most affordable and powerful sales stacks available in the market today. Remember to design your processes in a way that reduces, not increases, the manual workload so that the sales team can spend more time adding value in ways that machines cannot. The goal is to keep as many related activities within the CRM as possible.