{"id":7364,"date":"2024-02-21T17:18:35","date_gmt":"2024-02-21T15:18:35","guid":{"rendered":"https:\/\/www.imanta.io\/blog\/efficiently-organize-your-data-in-pipedrive\/"},"modified":"2024-02-21T17:18:35","modified_gmt":"2024-02-21T15:18:35","slug":"efficiently-organize-your-data-in-pipedrive","status":"publish","type":"post","link":"https:\/\/www.imanta.io\/en\/blog\/efficiently-organize-your-data-in-pipedrive\/","title":{"rendered":"Efficiently organize your data in Pipedrive"},"content":{"rendered":"

Find the best way to get organized with Pipedrive<\/h2>\n

Pipedrive is the perfect CRM software<\/strong> because in addition to all its features it allows you to organize all your data and information of the different elements in your sales process in an efficient way<\/strong> with the possibility of linking them to have a more organized and comprehensive view of your processes, deals and customers. <\/p>\n

Better organize your prospect data, deals, contacts, actions and emails.<\/h2>\n

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Prospects<\/h3>\n

With the Lead Inbox, you have the possibility to store those leads that you already have in your sights<\/strong> and that have been approved by your marketing team but are not yet progressing<\/strong> through the funnel and do not have any active deals. <\/p>\n

These leads already in your Inbox can be qualified by you<\/strong> and will be ready to be tracked as a deal in the Pipedrive funnel<\/strong>, just click on “Convert to deal”<\/strong>.<\/p>\n

When converting them to deals you have the option to define more data such as the funnel in which it should go, the visibility and the value of the funnel. <\/strong> <\/p>\n

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To add leads<\/strong> from a list or from a spreadsheet that you save on your computer you must click on “Add Lead”<\/strong> or via Leadbooster<\/strong>. In this step you have to include at least two fields: the title of the prospect and the name of the contact or organization. <\/p>\n

\"2_add_prospectus\"
\"3_data\" <\/p>\n

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To import from a spreadsheet go to Tools & Applications > Import data > From a spreadsheet <\/strong>. <\/p>\n

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If you have the Leadbooster<\/strong> add-on in your account, you can create a playbook<\/strong> in whichthe prospects that contact you through the Chatbot <\/strong> will be saved. <\/strong> <\/p>\n

For the playbook to generate leads and not deals you must select “Leads” in the “Save location” field<\/strong> when setting up your playbook.<\/p>\n

\"5_prospects_from_chatbot\" <\/p>\n

In addition to these forms, you can also use features such as Prospector<\/a>, Web Forms or Web Visitors<\/strong> to add prospects to your Lead Inbox quickly and easily. <\/p>\n

Deals<\/h3>\n

What is a deal? For Pipedrive, a deal is a transaction that you seek to generate or obtain from one of your prospects.<\/strong> These are processed in the different stages of your sales funnel and end when they are closed or eliminated, these processes are known as won or lost deals <\/strong>. <\/p>\n

Within each deal you can find a lot of information about it and this can be tracked<\/strong> because with Pipedrive you have the ability to record each and every action taken with this prospect, from annotations to emails sent<\/strong>, therefore a deal monitors all movements<\/strong> during your sales process and automatically relates to the People or Companies you have defined as part of the deal. You can find the progress of the deal in the “Progress in your account”<\/strong> section .<\/strong> <\/p>\n

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Contacts<\/h3>\n

The contacts can be divided into 2:<\/p>\n

Individuals<\/strong> <\/p>\n

They are defined as “specific customers”<\/strong> with whom you will conduct negotiations and generate the deal in Pipedrive.
These people may or may not be linked to a company, may have multiple open deals and can be imported from CSV, XLS files or from another CRM.
To review the data of these contacts you must access the person’s “Details list”.<\/p>\n

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2. Organizations<\/strong><\/p>\n

They are defined as the companies your contact persons work for. <\/strong>
There can be multiple deals per company and they can be imported from CSV, XLS files or from another CRM
Company related people, notes and actions linked to them or their deals are accessible from the “Details View”.<\/p>\n

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Shares<\/h3>\n

They are all the acts you perform in the contact with your customer from their inclusion in the sales funnel until the closing of the deal<\/strong>, no matter if it is a call, a touchdown or an email. <\/p>\n

With Pipedrive you have the possibility not only to monitor and keep track of all your actions<\/strong>, but also to schedule them to send them at the perfect time and never forget any pending. <\/strong> <\/p>\n

In addition, actions can be synchronized with different calendar providers, can be associated with either contact types as well as specific deals, and can be imported from a legacy CRM or from CVS or XLS files. <\/strong> <\/p>\n

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E-mail address<\/h3>\n

Pipedrive email allows you to store all the emails you select and it will be traceable and associated to your contacts and deals through “Email Synchronization”<\/strong> in Advanced, Professional and Corporate plans and through “Smart Email”<\/strong> in the Basic plan. <\/p>\n