Marketers Toolbox: Pipedrive

Note: The Marketers Toolbox series teaches our readers about new technology we're using (or experimenting with) that proves to be useful, productive, or just plain entertaining. As a marketer's secret weapon, Setup believes that the tools we use are vital to our success, thus, a marketer's toolbox is truly one of our most important resources.

Keeping track of your sales leads and where they are in the sales process is a time-consuming endeavor. The remedy is a Customer Relationship Management (CRM) service, but with so many options available, how do you choose the one that works best for you and your team?

Pipedrive is a great new CRM platform we're using at Setup –– an easy-to-use, well designed tool that was created by salespeople for salespeople.

Pipedrive allows you to see where your prospects are in the various steps of the sales pipeline. Each step is fully customizable for your specific needs, and each opportunity you create shows the full contact information of the company and the person involved. Pipedrive also uses different colored images to indicate the remaining steps necessary to close the deal.

Pipedrive integrates some useful features like the ability to access your Google Drive, import files, and calendar sync to display your daily To-Do List.

The exciting thing about Pipedrive's many applications is that you're only limited by your imagination. Setup is using it for lead nurturing, and for scheduling and approving our blog content.

It's an inexpensive tool at $12/month per seat, and you can try it free for 30 days to see if it's the right fit for your team. With more than 30,000 small business clients, Pipedrive is making a name for itself as a user-friendly CRM that helps sales teams with visualizing their pipelines, and keeping them organized, so they can close deals faster than ever before.


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