Workflow automation
21 de February de 2024
Improve and accelerate your workflow by automating tasks based on a specific event in the sales process.
All our news and tips on strategy, digitization and how to get the most out of the best marketing and sales tools.
Improve and accelerate your workflow by automating tasks based on a specific event in the sales process.
Managing your contacts in Pipedrive is simple and very useful as you can divide them according to People or Companies and you can include all the relevant information to have efficient contacts always!
Thanks to the notifications of the Sales Assistant functionality you will be aware of changes in the configuration of your Pipedrive account and you will be able to improve the transparency of communication in the team. Find out how to configure it to receive them here.
Pipedrive understands that your time is money and therefore this great planning feature will help you get great results with your commercial actions and increase the productivity of your team.
The Products function allows you to generate your stock of products with relevant data such as code, category, price and even taxes. Find out how to configure it in your account here.
This tool gives you the ability to create customized forms so that your website captures all the information from your visitors and converts it into deals or leads.
Pipedrive’s AI-powered Sales Assistant offers you personalized advice as well as the features and integrations that will help you see a substantial improvement in your sales process.
A small manual on how to use Smart Docs in a smarter way.
Pipedrive has a simple, dynamic and attractive sales funnel. So far nothing new, but if I tell you that it is completely adaptable to your sales process, that’s something else. If we add to this the scalability, we are gaining points, because as your business grows, you can get a better and much clearer view of the position of your current and potential customers in your sales process.
The Pipedrive Smart Docs suite of tools allows you to centralize all your documents, track them, know their open status and request electronic signatures from your clients from one place, no hassle, no extra work, no delays.
