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Using Pipedrive CRM to manage leads, track proposals & close more deals

October 25, 2022

We will be reviewing the 3 biggest features of using Pipedrive CRM's sales management tool to: - Source and manage leads - Track proposals and customer activity - Manage your sales pipeline to convert more prospects to customers 1. Leads - We will explore the LeadBooster feature which has features like Chabots, webforms and prospector to generate lead lists and build a pipeline of qualified prospects. 2. Proposal Insights - We will explore integrations with apps that create proposals that you can track & see when and where your prospects spend their time when reviewing proposals. 3. Pipeline Management - Create and customize as many pipelines as you need to reflect your unique sales process. Make better, more informed business decisions & track your highest impact activities to convert more prospects to customers.

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