Pipedrive Need-to-Knows: Your Guide To Navigating Pipedrive Effectively

A Customer Relationship Management tool can be a game-changer for your business. Tools like Pipedrive have proven to help its users improve their customer journey and grow their business. However, how you navigate these tools can make all the difference.  

Pipedrive comes pre-loaded with a set of features that can streamline your sales process and enhance productivity. With that being said, it’s crucial to understand its terminologies to navigate the platform effectively.  

If you’re starting with Pipedrive, we have you covered! Let’s look at some Pipedrive Need-to-Knows that will enable to you navigate the tool effectively!  

Understanding Pipedrive Terminologies  

Pipedrive, like other CRMs, uses specific terminologies. Being unfamiliar, these terminologies may make Pipedrive appear daunting for beginners.  

As important as they are, these terms are elemental and will help you effectively manage the sales process and customer relationships. Following is a breakdown of all important terminologies you need to familiarize yourself with to navigate Pipedrive effectively:  

Deals  

In Pipedrive, any lead that is likely to buy from you is termed a “Deal”. When it comes to Pipedrive, think of Deals as the backbone of your sales process. Every created Deal in Pipedrive contains a pertinent set of information, including:  

Point of Contact  

The point of contact refers to the person associated with the deal.  

Company Name  

The organization/company to which your point of contact belongs.  

Estimated Value:  

This field highlights the revenue you expect a deal to make.  

Expected Close Date  

The anticipated date on which you expect all stages for a deal to be completed.  

Deals are visually represented as rectangular boxes in Pipedrive. You can transition them through the different stages of your pipeline by simply dragging and dropping. Their drag-and-drop functionality allows you to effectively manage your sales process and keep track of where a deal stands.  

Pipeline  

Designed to offer a comprehensive view of your operation stages and Deals, the Pipeline serves as the home screen of Pipedrive. Pipelines provide a visual representation of your sales process, allowing you to customize them according to your business needs.  

Some of the most noticeable features of a pipeline include:  

Filters:  

Pipedrive allows using filters to shortlist any deals that match certain criteria. For instance, you want to see any deals undergoing with a specific person or an organization. You can leverage the filters to mitigate any unneeded information and focus on what’s needed.  

Using these filters enhances your ability to focus on relevant opportunities, which goes a long way in streamlining your sales efforts.  

Personalization  

When you open your Pipedrive account, you’ll see a default pipeline loading up. Nevertheless, Pipedrive gives you the freedom to customize the pipeline to align with your company’s operations.  

The personalization features give you a way to ensure that your pipeline is reflecting the unique stages and is coming through on your requirements.  

Multiple Pipelines  

Depending on your business needs, Pipedrive allows creating multiple pipelines. Multiple pipelines can be significantly helpful if your organization offers multiple services and each of them follows a separate set of operations.  

For instance, a company offers consulting services and manufactured products simultaneously. Using a different pipeline for each service will allow managing and tracking them effectively.  

Contacts  

In Pipedrive, Contacts is an umbrella term, representing both people and organizations. Contacts help you keep track of all the entities you’re interacting with, providing you with a centralized view of all your business relationships.  

Here’s how the people and organizations contacts differ in Pipedrive:  

People  

Think of the “People” contact as your digital organizer. This feature in Pipedrive allows you to maintain a detailed profile of individuals in your network.  

Every people contact you create in Pipedrive will contain the following information:  

Job Title  

The employment position of your contact in a company. This information helps you understand who you’re interacting with at a company.  

Contact Information  

Contact information includes details like phone numbers and email addresses. Having this information handy can streamline communication and will save your sales team the hurdle of searching for the information every time they have to make a call.  

Interaction History  

This information helps you keep track of all the correspondence that you’ve done previously with this “people” contact.  

Upcoming Meetings & Calls  

This field highlights any upcoming meetings and calls that you have scheduled. This information can help you manage your calendar effectively.  

To make the best of your Pipedrive experience, it’s worth linking your “people” contacts with any corresponding Deals. When you link a contact to a deal, it becomes easier to manage your calendar effectively.  

Organization  

Like your people contacts, the organization contacts provide details about the companies you’re working with. The information in the “Organization” contacts include:  

Address:  

The physical location of the business you’re dealing with. Knowing the address helps with geographical targeting and filtering.  

Active & Past Deals  

This field contains the record of all current and previous deals connected to the organization. This information can help you keep track of your previous interactions.  

Associated People  

This section includes any “People” contacts that are a part of the organization. Having this information helps in knowing the point of contact and allows you to tailor your marketing efforts accordingly.  

Like “People” contacts, associating your “Organizations” to your deal will also help in making the best out of your Pipedrive account. Connecting these contacts to a detail paints a complete picture of your connections which will come in handy in closing the deal effectively.  

Final Words  

As a concerned business owner, the struggle to grow your business is a never ending hunt. Fortunately, tools like Pipedrive can go a long way in aiding your efforts to improve your business operations and drive growth.  

However, before you start using Pipedrive, it’s crucial to establish an understanding of its primary functions. A thorough read of this guide will give you the insights needed to navigate the CRM effectively.  

If you have any questions about Pipedrive and its operations, feel free to reach out to CRM Goat and we’ll be happy to assist!