Pipedrive Pulse in Beta

Sales prospecting software

Sales prospecting software helps sales teams identify, research and engage with potential customers more efficiently and effectively.

These platforms often include features to automate and streamline aspects of the sales prospecting process. By using the best prospecting tools for sales, companies can make their processes more efficient, reduce time spent on manual tasks and close more deals by targeting the right prospects with the right approach.

Pipedrive’s new AI-powered Pulse feature, for instance, enables sales reps to sift through opportunities in their pipelines to find the most promising deals and best-fit leads.

Note: Pulse is currently available only in beta and in English.

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Turn more leads into opportunities

Cut the noise in your prospecting flow and focus on best-fit leads with Pipedrive Pulse.

Spend less time sorting through prospects

Manually going through high volumes of leads is a mundane and time-consuming task. Pulse enables you to quickly sift through leads to take the most impactful next action.

Rank leads with AI scoring

When you’re dealing with a larger volume of prospects, you need all the help you can get to prioritize them. Using AI, Pulse shows you who has the highest buyer intent so you can plan your outreach with ease.

Gauge your chances of closing with AI summaries

Knowing which deals are most likely to close is hugely beneficial when you’re trying to prioritize. Get concise breakdowns of your deal history alongside sentiment analysis to understand each deal’s full potential.

Pipedrive’s sales prospecting tools

Two of the most useful and best sales prospecting tools are lead prioritization and a hub for lead management. Pipedrive’s software prospecting tools summarize lead engagement and tell you which actions to prioritize.

Prioritize and engage with leads

Many sales professionals struggle to identify and prioritize leads effectively, leading to wasted time and missed opportunities.

Without a clear understanding of prospect engagement and buyer intent, it’s difficult to know which leads are most likely to convert, resulting in inefficient sales efforts and lost revenue.

By training and expanding our AI model on factors like email interactions, we provide users with metrics to understand their prospects' engagement and buyer intent.

These metrics enable them to focus on the right prospect at the right time, improving their chances of closing deals and maximizing efficiency.

Pulse is currently available only in beta and in English.

Which features to look for in the best sales prospecting tools

The best sales prospecting software should offer a range of features to help you more efficiently capture new prospects.

Focus on the right prospect at the right time thanks to AI

Find your most engaged prospects with AI engagement scoring and zero in on the ones with the highest intent.

AI engagement scoring reduces the risk of human error and enhances customer engagement strategies, leading to better customer experiences and improved business outcomes.

Using AI to rank leads allows you to prioritize your workflows. You can also easily scale engagement scoring across a growing customer base without compromising on accuracy or efficiency.

A streamlined action feed for seamless lead management

Take action and follow up with your most engaged prospects with an AI action feed designed to boost your efficiency.

The action feed will show activities you need to focus on, with a time or date when each task is actionable. These actions include activities, emails and deals to prioritize. You can manually mark and unmark tasks you’ve completed, and the feed will notify you about overdue actions.

For each selected actions list, you’ll see a progress bar with the total amount of actions to complete and how many you’ve done so far. Actions can be associated with an engagement score – this score is presented visually for either low, medium or high opportunity.

Optimize your workflow with AI-powered deal summaries and secure data management

Generate deal summaries

AI-generated deal summaries optimize workflows and improve individual and team performance. They provide a quick overview of past interactions and will help you take immediate action on deals. Quickly understand a deal’s context at a glance, spend less time on past interactions and be more productive. Think of them as a hub for your customer engagement.

Tailored data at your fingertips

Enrich customer data with customizable deal fields. Get accurate, detailed summaries that include key information like emails, notes and deal history.

Maintain control of sensitive data

Admins manage who can edit customer data. Strict access controls are implemented, limiting who can view or interact with sensitive data. Role-based access control ensures that only authorized personnel have access to the data they need to perform their job functions.

Effortless conversations with AI

Keep the conversation going

Use this AI feature to generate emails based on the context of the current email thread. It effortlessly analyzes the conversation, providing relevant and coherent email reply suggestions that fully align with the ongoing discussion.

Automation that stays personalized

Our AI engine reviews threads to identify context and options for the best possible reply. It scans email conversations to understand the key details, crafting replies that are both relevant and personalized, saving you time while keeping a human touch.

Stay focused throughout the workday

Experience an AI-powered email reply feature that helps you maintain focus throughout the workday. Instead of devoting precious time to writing back-and-forth emails, you can quickly generate appropriate responses to keep conversations moving, freeing you from the burden of constant drafting and revising and allowing you to focus on more high-impact activities.

The benefits of AI sales prospecting software

AI sales prospecting software offers several key benefits that can significantly enhance the efficiency and effectiveness of sales teams:

Improved lead generation. Analyze vast amounts of data to identify potential leads that match your ideal customer profile, ensuring that sales teams focus on high-quality prospects.
Personalized outreach. Tailor communication strategies based on the prospect’s behavior, preferences and past interactions, leading to more personalized and effective outreach efforts.
Save time. By automating repetitive tasks such as data entry, lead scoring and initial outreach, AI sales prospecting software frees up sales representatives to focus on building relationships and closing deals.

Enhanced data analysis. AI tools can analyze patterns in customer data to predict which leads are most likely to convert, enabling more informed decision-making and prioritization.
Scalability. AI helps you handle large volumes of data and tasks, making it easier to scale prospecting efforts as your business grows, without a proportional increase in resources.
Increased conversion rates. By identifying and targeting the most promising leads and personalizing outreach, AI prospecting tools can help increase conversion rates and overall sales performance.

Say hello to Pipedrive AI

Boost your sales success with our AI-powered features. Phase out manual processes, streamline communication and make data-driven decisions for smarter, faster sales.

Six of the best sales prospecting tools

Effective sales prospecting requires the right tools and strategies to identify, engage and convert leads efficiently. Here are six tools that can empower your sales team to maximize prospecting success.

Automatic lead assignment streamlines sales prospecting by quickly distributing leads to the most suitable sales reps based on criteria like territory or expertise (or using a cyclical “round robin approach”). This targeted approach ensures faster follow-ups, balanced workloads and improved lead tracking. This targeted approach reduces human error, enhances efficiency and increases conversion rates, ultimately boosting the effectiveness of the sales process.
Lead generation software enhances sales prospecting by automating the process of identifying and capturing high-quality leads from various online sources, including websites, social media and other digital channels. Pipedrive’s LeadBooster software includes various tools to help with sales prospecting:
1. Find your next new lead from a database of over 400 million profiles based on your ideal customer persona. Use credits to reveal the phone, email and social touchpoints of your most desired matches.
2. Capture leads who visit your website with a chatbot. Streamline prospect qualification, scale your customer support and provide a better overall customer experience.
3. A live web chat connects available sales reps to customers when needed – from anywhere. They can seamlessly pick up conversations started by a chatbot using the Pipedrive web platform. If your team ever gets busy, your chatbot takes over so no leads slip away.
4. Give your inbound leads an easy and reliable way to share their contact information with you. Pipedrive’s Web Forms is intuitive to use yet highly customizable. It allows you to share or embed forms on your website or social media and let the leads roll in.

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Wes F.

Overall, I am a forever-user of Pipedrive. The value of the product supremely outweighs the amount required to pay monthly. And with such an active development team, it is always exciting to see what is rolling out each couple of weeks! Pipedrive has evolved from a "light" CRM to a full-features CRM with a light feel. It is an excellent CRM tool.

5 of 5

Peter L.

Very happy so far with Pipedrive - agonised initially about using it because of weaker marketing automation features and 1000 email limit on emails, but still its quick and easy to use and less 'how do you do that' than any of the other five or so CRM's we experimented with.

5 of 5

Justin M.

Pipedrive is a super easy-to-use, customizable CRM alternative for those of us in tech, creative industries, or just anyone that hates clunky, ugly, overly complex platforms like Salesforce. Sets up in seconds, there's a great iOS app, and it's actually a pleasure to use. Quick and easy.

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Krishna L.

Pipedrive has been an overall success for our small team's use case, however we have other CRM installations that require a lot more personnel to administer. As a result of Pipedrive's enhanced exposure in our transactions, we saw an increase in sales.

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Sara B.

There are a ton of highlights that are accessible. The combination of Pipedrive and other applications makes it an extraordinary CRM and monitors correspondence.

5 of 5

Christopher J.

Pipedrive is by far my favorite CRM after extensively reviewing over a dozen of them. I recommend it to all of my clients because of how versatile it is with third party integrations.

5 of 5

Foster S.

It helps me keep track of ongoing interaction with my prospect and allows me to create personalized message through email for my prospects.

5 of 5

JJ A.

This is by far one of the best CRM’s I’ve ever used. Have used HubSpot and many others, which were a lot less user-friendly and way more expensive.

5 of 5

Sales prospecting software FAQs

Sales reps can use a variety of online tools across different categories to enhance their prospecting efforts:
1. Lead generation tools. Identify and gather potential leads based on specific criteria.
2. Contact information tools. Gain accurate contact details like emails and phone numbers for identified prospects.
3. Email automation tools. Create and manage automated email sequences to engage prospects at scale.
4. Social media platforms. Social media can be a great tool for prospectors. For example, B2B salespeople can find plenty of information about prospects from LinkedIn.
5. Lead scoring and qualification tools. Prioritize leads based on their likelihood to convert, helping sales reps focus on the most promising prospects.
6. Web visitor tracking tools. Track website visitors and identify companies that show interest in your product or service.
By leveraging these tools, sales reps can streamline their prospecting efforts, improve lead quality and increase their chances of closing deals.
Whether it’s B2B or B2C prospecting software you’re looking for, the most valuable sales prospecting tool and best prospecting software for you depend on the specific needs, goals and budget of your sales team. Ultimately, the best tool is the one that aligns with your sales process, integrates well with your existing systems and efficiently helps you achieve your prospecting goals. It’s often beneficial to try out a few different tools to see which one best meets your team’s needs.
Software sales prospecting starts by defining your ideal customer profile and building a targeted prospect list. Qualify leads by assessing their fit and pain points, then craft personalized outreach that offers value and addresses their specific needs. Engage leads through multiple channels, handle objections with proof and consultative advice and focus on closing the deal by proposing clear next steps. After closing, follow up to ensure satisfaction and continuously optimize your approach using CRM tools to track and refine your efforts.

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