The right sales management platform optimizes your workflow, allowing you to focus on closing deals and driving success.
Keep all of your customer information and conversations in one place. Pipedrive’s powerful CRM tracks phone calls, email campaigns and contact history, so your sales reps know when to follow up with a prospect.
Save time by putting repetitive tasks on autopilot. Build Automations at every deal stage to streamline your business processes and close more deals. Automating workflows also gives your team space to do what they do best: build customer relationships. Transfer deal ownership between reps and create new stages and activities when deals move along your sales pipeline. Integrate Pipedrive with hundreds of apps and add-ons to create the perfect all-in-one workspace.
Build reporting dashboards to monitor every activity in your sales cycle. Use Pipedrive’s customization functionality to isolate the metrics you care about most. Focus on the sales data you need and pinpoint bottlenecks in your pipeline with custom filters. Track deals, KPIs and revenue in visual dashboards to fine-tune your sales processes. Easily curate sales forecasts based on your team’s activities and the value of the deals in your pipeline.
Create a sales playbook based on which activities help close the most deals and which prospects bring the most value. Build a sales toolset of best-in-class integrations using your CRM as the platform, so that all the data is easy to find and available in the same place.
According to our 100,000+ users, the best sales management software tools combine simple design with powerful time-saving features. A sales management CRM should help you streamline admin tasks and clearly see your progress.
The right sales management platform streamlines your workflow, so you can focus on winning deals
The best software for sales managers and sales management depends on the size of your business, your industry and the features you need. To find the best sales management software for your business, you need to know what features are important and how much you’re able to spend.
The data you need your sales CRM platform to track varies from business to business. Still, there are a few metrics sales managers normally look for when reviewing CRMs, including:
Better sales management, automation and improved collaboration are just a few examples of how sales management software can boost productivity. Access to customer data and insights will also help you make informed business decisions. This means you can spend less time trying to figure out how to grow your business and focus on improving it.
Yes, although it depends on the platform you use. Not all sales management tools have project management features. Pipedrive allows you to map projects in a Kanban-style layout alongside your sales management features, centralizing all your work into one platform.