Pipedrive

As a sales director I use to forecast deals and update with pertinent information for me and my team. We also use to track activity, follow up and to process won opportunities for the org.

• Faster Opportunity Management
• Streamlined Customer Relations
• Reduced Administration for Sales Folks

Formstack for Salesforce and Sugar Connect

Pigment, Alteryx, Vena, UiPath Automation Platform

I use Pipedrive for the business development team. This is to track the leads at one place and the charge's status. It takes the team forecasting the estimated sale and targets. Apart from this, all the details will be updated and tracked easily. It's easy to remind the schedule for follow-up.

• It gives a track of leads and an idea of time in conversion
• Each candidate can compare their performance with others
• Time taking to fill in all details
• Improved performance and taking an informed decision
• Ease to decide the marketing budget as per forecasting sales.

Basecamp, Hubstaff, Zoom

Pipedrive is our CRM, we have all the details of our customers in it, starting from when they are cold or hot leads and in the scope of our agents, until they become real clients and in the scope of our customer support. We also use it to organize calls and activities that we must do on their platform and we take notes of everything so that anybody in the company can be up to date on what is happening. Pipedrive really changed the way we work for the better

• Very difficult to make errors
• Straight and simple tasks
• Straight and simple tasks

Trello, Jira Work Management, Intercom

Pipedrive enables sales organizations, especially startups to easily track their sales deals and follow up on deals in the pipeline. It doesn't have all of the bells and whistles, but it doesn't need them. For the price, it's a really great way to stand up a sales organization.

• Pipedrive has been valuable for tracking deals and helping us hit our revenue goals.

HubSpot CRM

Asana, Superhuman

We use Pipedrive as our main CRM system for both business unites. From the side of AQVC Discovery, where I work at the main point is to first track contact and Companies(organisations in Pipedrive) as leads then they get worked by our SDR team and if a call is scheduled a deal is created in Pipedrive pipeline then once client is sold it utilities Pipedrive automations to transfer the deal as a new client in our clients pipeline where all info of the client is attached and client is moved through proper stages. Until renewal or cancellation. Also we use Pipedrive reporting to understand the work done and similar.

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

HubSpot CRM and Affinity

Aircall, Google Workspace, Linear App, Slack