Why did Dominate Sales choose Pipedrive?

One of the indispensable helpers of Pipedrive is automation. The simplest example of automation is solving one of the biggest problems in the Estonian sales landscape: making a follow-up call after submitting an offer in order to understand what the customer thought of the offer we sent. For example, if a sales person raises a transaction to a specific sales stage, he or she will automatically have a follow-up to the calendar that expires in three days. The sales person does not have to bother, because the follow-up is nicely written on the calendar, and when the time is right, the environment also signals this. In addition, you can automate the sending of e-mails, the flow of transactions in the sales pipeline, the assignment of tasks according to the situation and customer feedback. There are many possibilities!

One of the additional sales development points in a company is usually the maximum use of the existing customer base. The simplest example is to ask the customer base for all customers who have not been in contact for 6 months. The salesperson comes to work, opens a pre-saved filter, and starts making calls through Pipedrive. It is also worth mentioning that when a customer is contacted, it automatically jumps out of the list created by the filter. So the sales person always has a fresh list in front of them and the annoying wandering in tables and papers is eliminated. We have also seen sales people and customer managers develop customers with whom they interact more. Parts fit better at the communication level, some buy much easier than others, and so on. In this case, the filter can be used to monitor that if the manager has 100 clients in the portfolio, but the communication is mainly with 55, then something else needs to be done urgently. Without a filter, we will only realize a lack of communication if one day the customer decides to go to a competitor. It is usually too late or has to attract him at a price, in both cases it means a loss for the company.

Customers are often contacted by email. The information in the letters is evidence that includes changes to the price offer, agreements that became clear at the last minute, or even disputes. In Pipedrive, sent e-mails are interfaced to the customer’s folder and can be viewed in chronological order quickly and easily, if necessary. This option is useful, for example, for salesperson replacements. In this case, Ants goes to the company with which Kati wanted help and Antsul quickly finds out what has been talked about and can communicate with the customer without any problems. Additionally, emails sent from Pipedrive can be turned on for email opener. Let’s give a simple example. When sending a quote, the tracker nicely indicates when the customer has opened the received email and how many times he has done so. Think about how good it is for a salesperson to put in place a strategy before making a follow-up call if he or she knows whether the customer has viewed the email 15 times or 1 time. However, if someone really likes their current e-mail program, there is no need to leave it, because connecting Pipedrive will also synchronize the e-mails.

You can conveniently make phone calls from the Pipedrive using the mobile app. This has a number of advantages that are very difficult to give up once you start using it. For example, automatic logging of a call to the calendar. When a call is made to a customer, it is a bit of a fact that he logs the date and time of the call, the duration of the call, the contact person and its organization. He also adds the call as an activity to the salesman’s personal calendar. To do this, the sales person does not have to do anything separately. In addition, if the customer calls the sales person himself, Pipedrive will indicate who is calling, from which company and what is the ongoing activity with him. The best example is our own company. The salesman made an offer that didn’t work out. It took half a year and the customer contacted himself. The contact was stored nicely in the customer base and the sales person already knew who was calling. He answered the call with a personal approach and, thanks to Pipedrive, knew immediately what the customer wanted to talk about. The client felt that he was taken care of and this time he immediately went for a deal. In return, we give the usual situation where a sales person calls 10 strangers a day and each time it takes several minutes to understand who is talking and what he wants.