hello everyone and welcome back to another video today's video is a sponsored video and it comes
from our sponsor this month pipedrive now we're honing in on a specific feature that pipe drive
has which is lead booster also known as lead suite now this new package and feature part of an add-on
subscription in pipedrive allows you to do a whole range when it comes to connecting with customers
to integrate a sales system that is automated and helps you to get the most out of your leads
now in today's video we're gonna get a tour of how to use this and how it works in a system there is
a decent discount below on your first three months off pipedrive so please do make sure to check that
out a big thank you to pipedrive for sponsoring this month and of course all of the information
will be in the description below thank you very much folks and we hope you enjoy this feature
spotlight from pipedrive with pipedrive you can visualize the process it takes for you or your
team to succeed and organize all of your sales and marketing information in one place now there are
plenty of features to cover but the most important thing about pi drive is that it's designed to keep
you selling now maybe that sounds a little fluffy on the surface but pipedrive was founded by actual
experienced salespeople and that's probably why we're pretty famous for being super easy to use
which means if you have a team with little time to learn new software pipedrive is possibly the
easiest crm that you can adopt but it's still robust enough for more advanced processes
as well but all marketing aside let's just take a look around and get you comfortable with things
so you can get started now in pipedrive you have your deals right here and your leads here
so what's the difference you might ask well to put it simply the leads section is good for working
with high volumes of leads and the deal section is good for managing hotter more qualified prospects
these little items in the pipeline here are deals which means we have an active sale pending for
these prospects sitting at these specific stages in the process so these customizable pipelines
give you a pretty good visual overview of the overall health of the sales pipelines
you can always filter the deals in these views with pre-made or customizable filters
now a pretty cool thing to note is that even though you can apply
labels to your deals pipedrive will automatically prioritize your deals
according to the next scheduled activity due date this means you'll always have
deals with activities that are due today or overdue prioritized on the top of your list
and deals with future activities or no activities scheduled are prioritized further down the list
so as you perform your activities and you drag and drop deals through your stages
you'll eventually either lose a deal at some point in your process or you'll win it
pipedrive tracks where you lose deals and why
so you can reflect later on in your insights what can improve and who can improve
when you go into a deal you'll see that it has a more detailed view with more robust tools for
closing your sale there is the pipedrive caller for example where you can just call your contact
directly from pipedrive using your desktop or mobile phone or maybe you need to send an email or
an invoice or perhaps you want to set up templates for your quotes or proposals or other sales docs
that you and your team can use to streamline your process more if revenue growth and forecasting is
your cup of tea you can use the recurring revenue feature to keep track of your subscription-based
revenue over time your net growth expansion and contraction will be monitored in your insights
but the point is that when you're inside the deal itself you'll have access to many more tools to
communicate with your prospect and all of your data is neatly organized into what's planned ahead
and what's already happened for this particular deal so everything you need to know about this
sale is right here in the deal another thing to note is that you can work with data in lists
as well like in our deal section here we can view these in a more spreadsheet-like environment where
we can still work with filters and even perform bulk editing on our filtered items
now let's talk about that leads section for a second again this is great for working with larger
volumes of leads you're not too sure about yet but even if you start with lead it can be converted
into a deal at any time just so you know but the most important thing to note about the lead
section here is this is where you'll also find access to the lead generation and qualification
tools of the lead booster and web visitor add-ons you can try them for free and they're perfect for
kickstarting the outbound sales process most of these tools can create deals or leads depending
on where you want them the lead booster chat and live chat tool for example lets you set up a chat
bot on your website that can automatically answer routine questions but also allows web visitors
to chat with you directly where you can further qualify them on your desktop or mobile device lead
booster also comes with the prospector prospector finds your next new lead from a database of over
400 million profiles based on your ideal customer persona so whether you're just starting out or
you're a pro looking for more outbound leads lead boosters prospector is what you'll want to look
at but again those tools are part of the lead booster add-on which you can still try for free
but pipedrive itself simply has this leads section for you to import leads into label them schedule
activities for them and so on then eventually you'll convert a lead into a deal when you're
ready to get real serious about the sale but of course you can start off working with deals right
away you don't have to use leads now let's move over to the mail area here which is where you
can quickly get to important emails connected to your sales initiatives and it can also be synced
with every major email provider but the beauty of using email sync is that it automatically attaches
email conversations to your contacts and deals so you know you'll always see the latest conversation
right away inside the deal and you'll even be able to send replies without jumping tabs
now our professional plan comes with group emailing abilities that we'll show you in a moment
then you'll find your activities section you'll definitely be scheduling activities
in the future at some point either for leads or deals or contacts or just yourself even
but those actions will all be tracked as activities here
you can sync these with your calendar of
choice and customize the types of activities for you and your team
then you have your contacts this is a database of people and organizations you're selling to usually
these get automatically created when you create deals or leads but contacts exist independently
from those because technically you can have multiple deals related to the same contact
you see if we just go into one of our contact detail views they act as kind
of like a mothership of all initiatives made towards this person or organization
whether deals are won or lost or any activity is performed we'll find everything that's been done
for this contact right here in this detail page now remember before we talked about group emailing
here in the contact section you can filter your contacts by specific criteria
then you can bulk select all people that match this filter or technically you could
just select a few people and then send a group email using one of our email templates because
our templates can utilize merge tags you can also send an email that has personalized information
and you can also utilize email tracking if you do want to be notified when a person sees your email
or clicks a link inside of it you can do this for individual emails if you're using the email sync
and it's not just limited to group email just so you know also this group email feature is
limited to 100 contacts at a time then i'ma skip over to products real quick because this is where
you could import and customize a catalog of the products you sell which can then be attached to
those deals we were talking about earlier so that way when a deal is lost or won with
a product attached to it you can get insights into who's selling what and what's selling more
and so speaking of insights that's what this section is right here it ties all
the other areas together into pre-made and customizable dashboards and reports
you can get as simple or complex as you want filtering and segmenting your data
your dashboard can have any number of reports you like and you can just drag and drop a report
into your dashboard and customize the look if you're on our professional plan you can
have any number of dashboards you like with any different number of configurations of reports
but regardless any dashboard can be shared with anyone via a public url
you can set up as many shareable links as you like and pull away the rights to view them later
now if you ever need to get to a specific item just use the search function here
where you can filter by different item types it's right here that you can also add these items from
any screen in pipedrive all set with quick keys as well now let's touch on these three periods here
which is where you're gonna get quick access to additional sales tools workflow automation
means you can set up processes to cut manual work in half example how about automatically
sending a personalized email when a deal is moved to a specific stage in your pipelines
neato right the scheduler lets you define a specific availability that you can sync with
your calendar so you can propose a range of times for your prospects to schedule a call with you
that you know for sure are available you'll avoid double bookings and just make life easier
for everyone including yourself you also have additional support here the marketplace where
you'll find all of your integration needs the academy which has all of our video content
and the knowledge base for how-to articles but you know technically you can find those
over here as well in the quick help area here we suggest support articles that we think will help
depending on where you are in pipedrive and you can also learn about what's new with our product
or our community of sales people and marketers from all around the globe then lastly over here
this is where you'll find the rest of your sales tools and your list of integrations as well as
where you can invite other users to join you in pipedrive the more the merrier right because in
case it wasn't obvious you can assign activities or deals or any of these items to specific users
then just use those filters that we talked about to see who's working on what so that's a brief
overview of pipedrive we hope you're pumped and ready to make your sales process a whole lot
easier
so you