feature allows you to retrieve data from a prospect's profile. You'll be able to get a clearer idea of who your prospect is and have more ways to contact them. All you need to do is enter your prospect's email address. Then, just let Pipedrive's built-in technology do its work.
Key benefits of Pipedrive's Smart Contact Data feature:
You will learn more about your contacts
They will get pre-qualified clients
Web forms will be shortened for greater conversion
Hours of manual research will be done instantly
This last point is very important for a reason.
Pipedrive's Smart Contact Data feature was specifically designed to help you save time. Forget about all the hours you spent searching for information about your potential customers on social media and the internet.
Synchronize your phone system with lead profiles.
Integrating your CRM with automations is a huge plus. It can australia whatsapp make phone calls much easier to record and manage for your sales team.
Pipedrive CRM has a number of very useful integrations. They allow you to automatically save phone call data to the customer profile within your pipeline.
Specifically, you can integrate Aircall with Pipedrive to call your prospects and sync your call history automatically.
With screen pops you can see who is calling. Or you can simply click to dial a lead directly from Pipedrive.
This allows your sales team to log all their calls, take notes, and make their calls directly from Pipedrive.
Integrate your project management system with your sales CRM
If you need to manage projects after you've won a deal. Or even if you need to manage a project during a specific stage of your funnel. You can use Trello's PM system and integrate it with our CRM to make these processes easy.
You can set up a rule in Trello that automatically creates a card triggered by an event of your choice in Pipedrive. Set it up so that the moment a deal is marked as won, a Trello card will appear. This should have the contact details, history, and organization information on the board of your choice.
The Pipedrive-Trello integration allows you to:
Attach relevant information to cards
Add rules to automatically create new cards based on Pipedrive events.
Share deals, people and organizations.
