"}},{"@type":"Question","name":"What is a custom workflow in Pipedrive CRM?","acceptedAnswer":{"@type":"Answer","text":"
A custom workflow is one where the user defines the trigger event and action taken.
\nThese workflows offer huge flexibility when customizing Pipedrive to your business’s unique selling process.
\nCustom workflows can even involve integrations – including Slack, Trello and Asana – to save reps even more time.
Workflow automation streamlines customer interactions and customer-facing processes, increasing efficiency and reducing the amount of manual labor.
\nAutomation also helps ensure that customers receive the right information at the right time, improving customer satisfaction and loyalty.
\nCRM with workflow automation can also reduce errors, improve accuracy and save you money, as it eliminates the need for additional personnel and resources.
"}}]}Pipedrive was built to simplify and streamline complex workflows. Our CRM software gets everyone in your team on the same page, and molds your CRM workflow into an unstoppable sales engine.
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The number of deals in your pipeline
Average size and value of the deals in your pipeline
Close ratio, average percentage of deals won
Sales velocity, average time it takes to win a deal
If you can measure it, you can improve it.
Reduces admin work
Manual data entry is a thing of the past, or at least it should be. With the right tool, you’ll have to do less data handling, and have more time to sell.
Easy to use and set-up
Instead of being a weekly reporting platform, sales management software should be an easy one-stop-shop for all your sales tracking needs.
Unifies all tools
Having a single, streamlined view of your sales process gives clarity, and gets your team on the same page. Supporting apps and integrations is also a must.
Fully customizable
Flexible sales management systems that are easy to adjust yourself are the best way to mold the perfect software for your business. The less complicated it is to change, the easier it is to personalize.
Available on the go
Mobile access is crucial when you’re actively selling. CRM apps make sales management on the move easy and simple, and it’s even tougher for information to fall through the cracks.
Designed for salespeople
Salespeople need software designed for their trade. While using regular CRMs can work, the real magic happens when you use tools that were built to drive sales and manage leads.
Pipedrive is a light-touch sales CRM built for minimum input and maximum output. With our simple, intuitive software there’s no 200 page list of functions, and no two-day training required. Just log in, fill up your pipeline and start selling with a product designed to make selling beautiful.