Ayman
Appearances
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
Hello everyone, I'm Ayman, and today I'm going to walk you through how our sales team uses the core features at Pipedrive to crush sales every year. Let's get started. So the first step in Pipedrive is to set up your pipeline stages. Think of your pipeline as a visual representation of every step a deal goes through before it closes.
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
Pipedrive allows you to fully customize these stages so they match your specific sales process. Here is how to do it. Click on the pipeline button in the right corner of your dashboard. Create or rename your stages to reflect your steps you typically take, such as prospecting, qualifying leads, closing the deal, signing the contract, and so on.
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
As you can see, Pipedrive already gives you a template that you can use. So once you set up your stages, you can start adding deals into the appropriate stage right away. The visual approach keeps your team aligned and ensures nothing slips through the cracks. Next, let's talk about focusing on actions that move the deal forward.
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
It's easy to get caught up in the final outcome causing the deal, but really the day-to-day activities are what makes the difference in the sales process. So a sales activity in Pipedrive can be anything from a phone call, an email, or a scheduled meeting to a lunch maybe, for example, with a potential client.
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
Whatever you need to do to nurture that deal, you can log it in and schedule it in Pipedrive. Here's a quick example. Let's say you have a new lead. You might schedule a discovery call, then follow it up with an email and confirm the next steps. Pipedrive will book these times in your calendar and remind you of these activities.
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
So you're always on top of your tasks and never miss an opportunity to connect. As you work on deals and complete activities, Pipedrive will provide you with real-time tracking and insights to help you crush your sales and refine your approach.
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
If you need to adjust course, let's say you notice a conversion rate drops when moving the deals to qualified stage, with Pipedrive Reports, you can spot these trends early and take correctional actions, maybe offering a more compelling proposal, dedicating more time to customer needs in that stage,
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
This kind of visibility ensures that you and your team can pivot quickly and keep hitting your goals. Finally, when you have your pipeline set up, you're focusing on the right actions and your tracking progress, it's time to optimize and grow. Pipedrive's automations help you scale your sales process and achieve even bigger goals.
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
For example, the automation can take care of administrative tasks like sending follow-up emails. You can schedule the follow-ups beforehand or updating deal stages, saving you time and effort. As you refine your winning formula, you can set even bigger sales goals and continue to push your team to new heights. All right, this is Pipetribe in a nutshell.
Young and Profiting (YAP) with Hala Taha
Hala Taha: AI-Powered Sales, How to Automate, Optimize, and Close More Deals | Sales
Hope you got some insights and back to the webinar.