By
- Aaliya Yousaf.
Blog
Pipedrive provides smart CRM software and a sales funnel to enable companies of all kinds to increase output and win more sales. From independent contractors to Fortune 500 businesses, its simple workflow management and Pipedrive Project Managementfeatures have won over people all around.
Pipedrive is not only a terrific starting point for your projects, using the same functionality and features you use to control your sales, but also popular for organizing marketing campaigns and negotiating deals.
Here is a collection of advice for owners and project managers running Pipedrive to raise project profitability and success. These Pipedrive project management ideas seek to maximize your deal-to-- cash system with the same zeal you use to your sales funnels.
Your deal-to-be cash pipeline has to run like a well-oiled machine to produce the best outcomes, just like any decent sales funnel should. Here are ten strategies for doing exactly that while running Pipedrive projects.
For consultants, invoicing can be a big bother; but, if Pipedrive is already your CRM (customer relationship management), it won't be. To guarantee you keep a regular billing schedule, automate your invoicing on the project side.
Features like self-driving time tracking, which creates bills depending on automatically tracked time, allow you even more freedom.
Still, after your contract is signed, automate your invoice handling whatever you decide upon. Knowing exactly when your client will be paid throughout the project life will help to avoid bills floating in uncertainty as the project advances.
Pipedrive is an excellent instrument for general productivity since it is well-known for simplifying and automating processes. Maintaining workflow automation on the project side with thorough task management tools will help to keep this constant flow running when the deal is won.
This covers the boards and task lists, therefore enabling easy monitoring of project status. Non-negotiable communication tools like SMS and chats among team members that help them share knowledge about specific projects and tasks fit inside your task management system.
Since handoff from sales to project management is a common bottleneck for service companies, try to avoid hitches in this process. Getting sales, marketing, and project teams in line in a physical sense is essential to doing that.
By doing this, you will also encourage clear openness throughout your whole company so that sales and service may coexist on prospects that develop into projects and clients.
Make sure everyone agrees about which channels will be used by using teamwork tools like Slack. Using integrated tools that spans deal to cash, keep all of your teams in sync with Pipedrive.
To build a project using your Pipedrive CRM data, you need not redo data entry or redesign the wheel. Use templates to save yourself effort when it comes time to start a project.
Project templates will load your pertinent Pipedrive client data automatically. With Pipedrive's most integrated project management software, you may also use prior successful project approaches for related future projects.
Specify one way to monitor time and make sure everyone follows it. One may accomplish this with a project management application or a free time tracker.
Pipedrive does not have native time tracking, hence you will have to use an outside time tracking program.
Choose something that for your staff will make time tracking so simple they won't even have to consider it. Search for conveniences and automated features including browser extensions, mobile apps, GPS, and/or self-driving time tracking.
Pipedrive offers two-way calendar sync with your Outlook or Google Calendar among their most useful integrations. Using Pipedrive Projects or other project management applications, keep this sync running over the project life. This will keep your whole staff efficient and enable the use of automated notifications for approaching deadlines.
Although most project management systems lack this function, customers prefer the client portal even though it is not as prevalent. Particularly for professional service companies, show clients glimpses of the process via a client portal when transporting your contract from Pipedrive into the period of project execution.
The customer's experience can be improved and the openness of your company will be strengthened by your choice of what they see.
Choose all-in-one platforms and reasonably priced licensing agreements to steer clear of SaaS sprawl by preserving a lean and effective software stack.
Particularly on large-scale projects, it can be somewhat aggravating when team members all around the globe are expected to use too many often duplicated or just-in-place software solutions that always have been used. Before beginning a costly Pipedrive project, periodically review your tech stack to determine whether you might cut the fat by grouping or removing some components.
Make sure your project management program connects with Pipedrive to simplify using these ideas. Under one digital roof, then, you may go naturally from sales to service.
Finally, review your project management systems often to identify areas needing improvement. Pipedrive's reporting and analytics tools let you monitor project performance and base choices on data. Constant development helps you to keep ahead of prospective issues and guarantees that your efforts remain profitable.
Pipedrive offers a variety of tools and tips to help you make your project more efficient and successful. You can automate your payments and streamline the team to ensure that projects are completed on time. Project templates are also available. Pipedrive Project Management is further enhanced by integration tools, such as client portals and calendar synchronization, on the platform. This ensures that clients are satisfied and work is completed efficiently.
At Sassyos Technology, we take great pleasure in offering 24/7 support and services to allow Pipedrive's project management tool to be most effective. We are here to assist you on every level so that your company can make the most of Pipedrive. Sassyos Technology wants your projects to be successful and will take care of your team, whether it is with help with customization, setup, or daily management.
