How many times have you joined a new sales team and been given your temporary credentials to Salesforce.com? What was the first thing that went through your mind? Fear? Trepidation? Hope?
Before we get too far, this is not a Salesforce.com rant. I’ve always been a huge fan of the solution and the newest incarnation is amazing…when…properly…deployed. See, there it is – no big surprise to anyone reading this. Salesforce can be a HUGE help or a giant time suck, it all depends on the implementation and that usually involves a lot of time, money and consultants. It is this way because Salesforce.com can do pretty much anything you want it to do – it’s almost too powerful.
Enough about Salesforce – let’s talk about pipedrive.com. In a previous post – YOU CAN’T FINISH IF YOU DON’T START: HOW TO MANAGE THE STRESS OF SALES THROUGH PROCESS. – I wrote about managing stress through process. You can read that post or you can skip it and read the one nugget of information that it tries to impart here:
Knowing what the next step is for each deal in your pipeline reduces stress.
This is where pipedrive.com comes in. It is far from sophisticated but it is pretty powerful. If you’re not using any kind of sales management tool, or if you’re starting a new company without a lot of money you can “get into” pipedrive.com for free. It’s interface is process driven. In other words, the landing page (seen in the thumbnail above) starts with 6 sales stages from Lead In to In Negotiation. You can add or remove stages easily and you can add or remove fields. Reporting is simple and the scheduling of activities and the recording of conversations is a breeze. I won’t bore you with 5,000 words on how to use it or less interesting, how I use it. Rather I will say that the tool is easy enough that any sales professional can use it without training, it is intuitive enough that it can be configured to match any sales process and it is efficient enough that it will feel like a natural extension of your existing sales process rather than a burden.
If you’d like to know more about pipedrive.com and/or how I use it, please let me know. I’m always looking to share new ideas.