{"id":7410,"date":"2024-02-21T17:15:45","date_gmt":"2024-02-21T15:15:45","guid":{"rendered":"https:\/\/www.imanta.io\/blog\/efficiently-manage-your-calls-with-pipedrive\/"},"modified":"2024-02-21T17:15:45","modified_gmt":"2024-02-21T15:15:45","slug":"efficiently-manage-your-calls-with-pipedrive","status":"publish","type":"post","link":"https:\/\/www.imanta.io\/en\/blog\/efficiently-manage-your-calls-with-pipedrive\/","title":{"rendered":"Efficiently manage your calls with Pipedrive"},"content":{"rendered":"<h2 id=\"h2_0\">Manage your calls faster and easier  <\/h2>\n<p>With Pipedrive your calls will be <strong>much simpler than before<\/strong>, since you can carry out <strong>different actions without having to leave the web application.<\/strong> <\/p>\n<h3 id=\"h3_1\">Make all your calls from Pipedrive<\/h3>\n<p>You can<strong>start using your sales or business calls directly from your favorite CRM: Pipedrive.<\/strong> Its configuration is very simple and you can take advantage of the web application to <strong>make notes on the conversation or create new actions without wasting time<\/strong> after the call or forgetting the details of the call.  <\/p>\n<h3 id=\"h3_2\">Don&#8217;t forget the details, record and save your calls!<\/h3>\n<p>With this Pipedrive feature <strong>you will never forget<\/strong> a call <strong>again<\/strong> because <strong>with the integrated call recording you will be able to access the recordings again and again and again and again.<\/strong> This feature will allow you to never forget details again and improve your sales strategies in general and per-customer calls.  <\/p>\n<h3 id=\"h3_3\">Long live automation!<\/h3>\n<p>The calls you make through this function <strong>will be automatically saved as completed actions in the corresponding closing or document<\/strong>, so you will be able to keep an accurate record of the contacts with your customers regardless of the way you have made them.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" alt=\"2_caller_pipedrive\" height=\"308\" src=\"https:\/\/www.imanta.io\/wp-content\/uploads\/2024\/02\/2_caller_pipedrive.gif\" width=\"589\"> <\/p>\n<h2 id=\"h2_4\">Pipedive Caller<\/h2>\n<p>Caller is <strong>the Pipedrive feature that allows you to make calls<\/strong> to your customers without having to leave the web application<strong> in a single click. <\/strong> <\/p>\n<p>In addition to making calls, <strong>you can automatically log those calls as actions for much more detailed reporting to<\/strong> simplify and improve your workflow, save time and achieve your goals.  <\/p>\n<p>Configure it easily by going to <strong>Tools and applications &gt; Caller <\/strong>.  <\/p>\n<p>In doing so you will have <strong>three options for configuring<\/strong> the call settings:<\/p>\n<ul>\n<li><strong>Company.<\/strong>  Calls are managed from your company account.  <\/li>\n<li><strong>Users.<\/strong>  Permissions are enabled for users designated by the administrator.<\/li>\n<li><strong>Personal.<\/strong>  It is the call setup with your personal number, which is verified by a validation call.<\/li>\n<\/ul>\n<p><img decoding=\"async\" alt=\"1_pipedrive_calls\" height=\"149\" src=\"https:\/\/www.imanta.io\/wp-content\/uploads\/2024\/02\/1_llamadas_pipedrive.png\" width=\"588\"> <\/p>\n<p>This feature is<strong>available for Professional and Corporate plans.<\/strong> It is important to note that this feature <strong>is not compatible with Safari,<\/strong> so we recommend <strong>using it in browsers such as Chrome or Firefox. <\/strong> <\/p>\n<h2 id=\"h2_5\">Perfect the way you call your customers now!<\/h2>\n<p>If you want to <a href=\"https:\/\/app.pipedrive.com\/affiliate\/pdp-imanta?utm_content=copy_text&amp;utm_medium=partners_program&amp;utm_source=Avenita%20Tolosa%2079%202%C2%BA%20B&amp;utm_term=pdp-imanta\" target=\"_blank\" rel=\"noopener\"><strong>try Pipedrive 30 days free of charge<\/strong><\/a>enter <strong>this <a href=\"https:\/\/www.imanta.io\/en\/blog\/pipedrive-promo-code-enjoy-30-days-for-free\/\">Pipedrive promo code<\/a> when you create your account: pdp-vilarroig<\/strong>. And to <strong>create the account, follow this <a href=\"https:\/\/app.pipedrive.com\/affiliate\/pdp-imanta?utm_content=copy_text&amp;utm_medium=partners_program&amp;utm_source=Avenita%20Tolosa%2079%202%C2%BA%20B&amp;utm_term=pdp-imanta\" target=\"_blank\" rel=\"noopener\">link<\/a><\/strong>. You can also <a href=\"https:\/\/www.imanta.io\/en\/contact\/\"><strong>contact us<\/strong><\/a> to help you in choosing or accelerating the use of Pipedrive if you are already using it.  <\/p>\n<div><a href=\"https:\/\/app.pipedrive.com\/affiliate\/pdp-imanta?utm_content=copy_text&amp;utm_medium=partners_program&amp;utm_source=Avenita%20Tolosa%2079%202%C2%BA%20B&amp;utm_term=pdp-imanta\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" alt=\"pipedrive_free_test_by_imanta\" src=\"https:\/\/www.imanta.io\/wp-content\/uploads\/2024\/02\/pipedrive_prueba_gratis_by_imanta.png\" style=\"display: block; margin-left: auto; margin-right: auto;\"> <\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>With Pipedrive, besides being possible, it is much more efficient to manage all your calls with your customers from the same place while maintaining precise knowledge of each call and every word.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[124,125],"tags":[],"class_list":["post-7410","post","type-post","status-publish","format-standard","hentry","category-pipedrive-en","category-pipedrive-functionalities"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7410","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/comments?post=7410"}],"version-history":[{"count":0,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7410\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/media?parent=7410"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/categories?post=7410"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/tags?post=7410"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}