What do you like best?
There is a section of Pipedrive that I consider very remarkable. This aspect is the stages of sales. Through this tool you can see the process of a sale from the beginning to the end and you can also check the intermediate stages, that is, you can see a full period of a sale, this gives a specific view on all the elements that have influenced the process of selling your products.
Adding new members to the team and granting them roles or functionalities is something simple, you can divide the sales work efficiently, assigning responsibilities and permissions to each of the users that are inside the platform.
The activities and tasks that have to be done are much more organized, you can observe that you have to do in each moment, what are your objectives. Having everything ordered makes our teams know what sales should be made and what contacts they have to make.
What do you dislike?
If you want to automate the entire workflow, you must create more users and you must also pay more for the use of these users. I think that it should be possible to automate certain tasks more, without having to get more users.
Another aspect that I think should be improved is the integration of more products within Pipedrive. Having integrated Mailchimp helps us a lot to do sales work and marketing campaigns, but it would also be good to introduce other integrations to improve workflow in other areas.
Recommendations to others considering the product:
A good CRM is basic so that your sales are better managed and to make your teams know better what tasks they should do and what objectives they have to achieve. Pipedrive is a CRM with good features, a great interface and extensive functionalities that help the sales and marketing area to be more powerful in your organization.
What problems are you solving with the product? What benefits have you realized?
Selling now is simpler through Pipedrive. We have divided the company by sections and within each section we have several workers who are dedicated to selling specific products. With Pipedrive we have a better organization when it comes to specifying what tasks each one has to perform and the objectives that are proposed to achieve are also better defined.
We also analyze sales through the reports we can see in Pipedrive, these reports help us to improve the attention we give to our customers and we can also check through them if our products are working well or we must make some changes to obtain improvements in The sales process.