What is the core reason Pipedrivers want to sync emails/ other communications to Pipedrive?
What is the core reason Pipedrivers want to sync emails/ other communications to Pipedrive?
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TO use only 1 tool for everything that is relationship related.0
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@Carl Durocher can you go a bit deeper?
What are the main benefits of having everything relationship related in one tool?0 -
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Context0
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@Carl Durocher nice! Love your second point - I feel consistency of communications can be so so powerful for improving customer experience, whether pre or post sale - thus increasing growth and creating deep brand loyalty.0
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@Amit Sarda what you do with that context is interesting to me
Can you make decisions quicker? Can you coach your team through deals? If a deal goes south, does that context let you dissect where it went wrong?0 -
Context is everything. Salespeople work on so many deals at all times that you don't have the time to look in 10 different places to understand what's happening with any particular deal.0
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Context is everything. Every Clue is important to conversion rates. My goal is to attach 100% of Client communications to the Client Field.0
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@Matt Oehlert what do you mean by the Client Field?0
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@Max K Client field in PD. I want to see all of it. Logged sms, emails, call time that is recorded. Anything that our sales people can get there hands on. Think our custom fields is nearly 25 form fields. We collect it all.0
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@Matt Oehlert do you do this all manually? Or are those all logged automatically?0
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@Alexandre Filion love these Alexandre!
The last point is very interesting when you start to dig into data across many deals.
Answering questions like:
- On average, how many phone calls/ chats/ emails is it taking to close a deal?
- For Closed Lost deals, how do the averages compare to Closed Won deals?0 -
@Alexandre Filion , i share your point!
I like to have an eye on all of what has been done regarding a deal when i phone my clients.
Syncing emails lets me easily browse the deal’s history while chatting on the phone for example.0
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