5 features in CRM that a marketer really needs

Meeting planner

Gone are the days of playing email ping-pong with appointment scheduling. An effective marketer creates time slots (calendar windows) in the Meeting Scheduler when they are willing and able to meet. The Meeting Scheduler is linked to the salesperson's calendar and watches for conflicts - if there is other activity on the calendar, it will no longer offer an open window to set up a meeting.

The merchant sends a link to the scheduler and the customer makes a choice - they can still see the merchant's current options. He actually has a sort of preview of his calendar without any further details.

The customer books the appointment and both parties have it on their calendar right away. The time saved playing ping pong can be used to acquire an additional customer.

Offer generator

Still letting salespeople write out their own offers and spend hours and hours on it? It's high time to change that. One-click offer generation. And not just offers, but also NDAs (non-disclosure agreements), contracts, purchase orders and more.

The salesperson clicks, maxes out the pre-selected template, and it's done. The quote generator pulls the essential information from the CRM and creates a file that can be sent electronically right away. And even have it electronically signed.

Synchronising emails for business opportunities

Business is all about communication. And very often it is about email communication. You want to have that in one place right at the business case.

The email synchronization feature needs to be automatic - the salesperson doesn't have to manually link anything. Otherwise, he loses valuable time. Ideally, the salesperson works in his/her own way (sends emails from his/her Outlook, or maybe mobile) and everything still shows up in the CRM for the specific business case.

Planning the following activities

Salespeople make an appointment but don't schedule the next activity. This is a daily reality. Ideally, a salesperson has a next activity offer right after they mark another one as done.

This ensures that there is no business case without a follow-up activity. A deal without activity is not a deal.

Sending emails automatically

According to statistics, you increase your chances of closing a deal when you respond within five minutes of receiving an inquiry. Conversely, the chance of closing decreases significantly when the response time is longer than one hour. Read more here: New in Pipedrive - automatic deal matching

But how do you do it to have a quick reaction? With automatic emails. When a new enquiry arrives in your CRM, have an automation that assigns the deal to the salesperson and also sends the enquirer the information that you are already attending to it.

Automating more than just emails saves up to 25 hours per month. And you can close more deals in that time too.

How else?

Are you interested in the above features? And are you finding that you don't have it addressed? Try Pipedrive with our help. You'll see that your traders will love these 5 features.