Pipedrive is a cloud-based software as a service (SaaS) company that develops a web application and mobile app for sales CRM. The company has more than 1,000 employees in eight offices in Europe and the US, and provides sales CRM tools for businesses of all sizes. The company is known for its ease of use and affordability, making it an attractive option for businesses.
Scheduler
With Pipedrive, it’s easy to make appointments and manage your schedule. The Scheduler can be integrated directly into your email composer and even works with your calendar. It’s ideal for scheduling ad hoc meetings or telephone calls and helps you track deals and sales around the clock. The software also automates sales assistant tasks and manages your company’s performance, forecasting revenue, and much more.
Pipedrive CRM offers many integrations with other applications. For example, you can integrate Pipedrive with Acuity Scheduling. To connect the two apps, create an event in one app and trigger an action in the other. For example, you could create an event in Acuity Scheduling and then create a new pipeline opportunity in Pipedrive.
Another feature of Pipedrive’s Scheduler is the ability to sync with Google calendar. This means you don’t have to spend time manually putting together your schedule. You can also share your availability online and let your contacts choose a time that works best for them. Pipedrive’s Scheduler is a great time-saver for sales pros.
Pipedrive CRM is a very easy-to-use CRM. I particularly like its Kanban board dashboard view. It’s also easy to access your sales activities from the mobile app. It’s easy to use, doesn’t have a lot of distractions, and includes a Scheduler.
Filters
You can define filters for activities in Pipedrive CRM to filter your activities. By adding filters to your activities list view, you can view activities related to specific deals, contacts, or organizations. For example, if you want to view activities that haven’t been updated for 30 days, you can filter your activities by activity type.
There are a number of ways to define filters in Pipedrive. Filters can be grouped by deal type, segmented by deal type, or set to display only closed or won deals. Pipedrive’s filters also have a number of other features, such as a view of all lost or unclosed deals. Filters can be either private or shared, depending on your preferences.
You can also use filters to display only deals related to a specific company, region, or industry. This feature is available on the Professional or Performer plans. If you’re unsure of whether you’ll want to use this feature, try a trial. Once you’ve made your selection, click Save.
Filters in Pipedrive crm can help you find the right deals and contacts. You can sort leads by last activity, source, and more. You can also define filters for activities and generate reports, and stay in control of your flow of data. Pipedrive is designed to centralize all of your businesses and keep your database updated. Adding filters can help you improve your sales and marketing conversions.
Hevo Data integrations
Integrations between Pipedrive CRM and Hevo Data provide businesses with a comprehensive data management solution. Both tools help businesses track communications and deals, lead cycles, and customer information. As a business grows, keeping track of this information can become a daunting task. With Hevo, this process becomes easier and faster.
Pipedrive CRM offers a flexible platform and integrates easily with HubSpot. In addition, Hevo Data makes administration and ETL processes simple. Additionally, the two companies offer free data transfer. With this integration, businesses can use Hevo data for free for the Pipedrive CRM integration.
In addition to Hevo Data integrations, Pipedrive offers a number of features that help business owners organize their contacts and teams. For example, it offers an integrated CRM with a live dashboard and reporting features. It also offers automated tasks and a number of features to help sales teams build relationships. For example, it can pull leads from email forms and chatbots.
Pipedrive CRM integrations with Tableau allow business users to analyze and explore data in a variety of ways. For instance, users can use the data from Pipedrive inside Tableau to uncover important insights about their sales processes. Sales professionals can use this information to identify bottlenecks and strengthen sales processes. Additionally, they can connect Pipedrive data to other business processes for greater efficiency and effectiveness.
