“One powerful Pipedrive feature that makes managing your sales process much easier is the activities feature which allows me to know exactly what the next follow up should be on a particular account,” says Erin Mastopietro of涂料狗。
“This allows you to squeeze in sales calls between other activities on busy days meaning you never double book and can maximize the time you have available in your working day.”
Project management is all about juggling: resources, expectations, people, data, and much more. And as a project manager, you not only have to know where your projects are at any given moment, but you also have to be aware of where they’re going and where they need to be in the future. To do that using a project management system, you need an actionable dashboard that allows you to monitor metrics like:
项目完成的任务数量。Get a live update on the total number of tasks that have been completed in a particular project and track how many tasks actually get completed on a daily basis.
Total hours tracked.查看每月，季度和每年跟踪多少小时。按项目，客户，任务和团队划分的时间。
任务过期项目。在任何时候，请查看逾期的项目任务，并采取适当的措施使他们重回正轨。
通过项目完成的任务。在任何时候，查看项目中已完成了多少个任务，还有多少个任务要完成。
Now you can benefit from the experience of our project managers, who have put together great插件数据库模板beplay体育appios展示最重要的KPI来跟踪团队的表现。实施并开始用作独立仪表板或管理报告，最重要的是，它是免费的！
您只需单击几下即可轻松设置它 - 无需编码。
To set up the dashboard, follow these 3 simple steps:
第1步：获取模板
第2步：Connect your project management tool with Databox.
当我们问10beasts‘ favorite Pipedrive feature, Christian Antonoff’s answer was similar: “I love the filters in Pipedrive. They help me find each deal in my already cluttered dashboard.”
Ever wanted to take a look at your entire sales pipeline without getting bogged down with too much customer information?
Alex Cascio says the team at充满活力的媒体制作“love the ability to use Pipedrive in a simplified format for logging “lead-ins” and the full customization of our sales process.”
格雷格·布鲁克斯（Greg Brookes）Kettebells锻炼adds: “The scheduler will help you keep everything organized and following a specific timeline. This can come in quite handy with initial sales and marketing outreach, along with follow-ups.”
“Having info about leads at our fingertips, for example where they are located and their role at the company, is useful in at least two ways. First, we use this data to customize our outreach.”
Cross explains: “For example, we might say, “I see you are in Chicago, how is the blizzard?” By knowing the contact’s role, we can also prioritize and develop strategies around communication. For example, our communication with an HR manager may be slightly different than with an Office Manager.”
布拉德·斯诺（Brad Snow）BridgePointe技术agrees: “The visual nature of Pipedrive made managing sales easier. I could see very quickly at what stage each prospect existed.”
“The CRM allows you to have as many Pipes as needed (e.g. referrals, cold calling, purchased leads, networking events). And stages in each Pipe can be customers.”
As you can see, there are a whole host of features you can use inside Pipedrive CRM to make your sales teams work smarter, not harder.
With them, you don’t need to manually search social media for contact on a lead, nor keep a complex spreadsheet of how much the deals in your sales pipeline are worth. Pipedrive takes care of that for you.
