I first heard about Pipedrive from a podcast while walking for exercise one winter evening. It may have been a February evening. It may have been snowing. I’m not 100% certain which podcast it was, but I liked what I heard about Pipedrive being laser-focused on moving deals through a pipeline and closing them. I had just read Jeb Blount’s book, Fanatical Prospecting.
1. Pipedrive is Visual
Pipedrive’s Kanban view drew me in immediately. I’m a visually oriented and tactile person. Prior to Pipedrive I had been managing my deals using an unwieldy 3x5 card matrix on a countertop in my office. Pipedrive provides that same at-a-glance view along with the same, viscerally satisfying experience from dragging a deal from one stage into the next.
2. Pipedrive is Cloud
Suddenly I could access my deals, deal history, contacts, notes, everything from all my computers. And from my phone. I work my pipeline now from airline seats without juggling stacks of paper cards. Reviewing notes via the phone app is a lifesaver at trade shows when I’m madly running to my Nth meeting of the afternoon and can’t remember why.
3. Pipedrive is Second Nature
Do you ever work with a system that’s rigid about entering data and in what order? Pipedrive made a good impression by allowing me to type in deal name and contact name, and the contact record is created automatically for me to fill in later. Furthermore, I can intuitively click back and forth between deal record and contact record.
I’m a “lone wolf” user of Pipedrive in my organization. My job is to recruit book authors and not to sell per se, but the fundamental problems of pipeline are all the same. In 2019 I signed more deals than any of my colleagues. That’s a good result that comes from good tools and good practices. Pipedrive is the good tool part.