Improve your sales process by connecting Plezi & Pipedrive
Integrate your sales data to better segment your contacts and improve your marketing automation strategy.
Pipedrive is an online CRM tool that enables companies to stay focused on the right sales opportunities. Pipedrive is packed with features that help you prioritize offers, track performance and predict future results.
The analysis of your performance and the complete history of your leads’ journey show precisely which channels and actions generate the most customers. In this way, the software helps your sales teams to follow up your prospects at the right time, and provides information on the impact of marketing actions on sales.
Functionalities
- Lead and offer management
- Automation of recurring tasks
- Analysis of your performance
- Visibility into your schedule
- Lead tracking
- Integration with your favorite applications
Advantages
- Get better organized and focus on important sales
- Comprehensive, personalized training
- Access to forums and 24/7 support (direct response)
- Very easy to use and intuitive
- Reminder to plan your next activities
Why connect Plezi with Pipedrive?
Thanks to our bi-directional integration, changes made in either tool are automatically synchronized in the other. In real time, your sales and marketing teams have access to fully updated lead profiles.
View all sales in a visual sales pipeline
The pipeline is a visual representation of your sales process, customized to fit your way of working, and encourages you to take action, stay organized and maintain control over the complex sales process.
Gather all sales and marketing information in one place
Add your contacts, notes and files. Enrich your data by connecting Pipedrive to Plezi!
Know your results and those of your team
Use Pipedrive and Plezi reports to detect when you’re losing bids, identify opportunities for improvement and forecast the results of your marketing campaigns.
Want to integrate Plezi with your Pipedrive CRM?
Examples of possible optimizations
- Segmentation of contacts according to their readiness to take action, based on data entered in PipeDrive and Plezi.
- Automatic reaction to your prospects’ actions. For example, your confirmation and thank-you emails are sent instantly.
- Creation of personalized tasks in Pipedrive when a prospect interacts with your content or exceeds a certain score.
- Simultaneous updating of your contacts between the two solutions to facilitate follow-up with prospects.
