如何使用 Pipedrive：2025 年主要功能说明？

Need help with messy spreadsheets and missed sales opportunities?

Pipedrive is CRM software that helps your sales team stay organized and close more deals.

Think of it as a digital marketing command center for your company.

This Pipedrive tutorial will show you how to use Pipedrive and its key features, such as tracking deal progress and managing your sales pipeline.

We’ll cover everything from setting up your Pipedrive account and customizing its settings.

To explore the knowledge base and Pipedrive Academy for helpful 客户关系管理 training videos.

By the end, you’ll be well on your way to boosting sales and increasing revenue!

管道驱动

Stop wasting time on messy spreadsheets! Organize your sales with Pipedrive and close more deals. Start your journey today!

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Getting Started with Pipedrive

Alright, let’s dive right in! Getting started with Pipedrive is super easy.

Signing Up and Exploring the Dashboard

First, you’ll need to create a Pipedrive account. Visit their website and follow the straightforward signup process.

Once you’re in, you’ll land on your dashboard. Think of this as your home base in Pipedrive.

Here’s what you’ll see:

• Pipeline View: This is where you’ll see all your deals laid out visually in different stages, like “New Lead,” “Qualified,” “Proposal Sent,” and “Won.” It’s like a board game where you move your pieces along as they progress.
• List View: If you prefer a list format, this view shows your deals, contacts, and activities in a neat and organized table.
• Deal View: This is where you’ll find all the key details about a specific deal, including the contact person, company, deal value, and any relevant notes or emails associated with it.

Don’t worry if it seems a bit overwhelming at first. Pipedrive is designed to be user-friendly, and you’ll quickly become familiar with it.

They even have a bunch of helpful video tutorials & a knowledge base to guide you.

Customizing Your Pipeline

Now, here’s the exciting part: you can customize your sales pipeline in Pipedrive to align with your company’s sales strategy.

Do you have a short sales cycle or a longer one with lots of steps? No problem!

You can easily add, remove, or rename stages in your pipeline to perfectly fit your needs.

For example, if you’re selling t-shirts online, your pipeline might look like this:

1. New Order: When someone places an order.
2. Processing: When preparing the order.
3. Shipped: When the order is in transit.
4. Delivered: When the customer receives their awesome new shirt!

See? It’s all about making Pipedrive work for you.

You’re right! It could be even more concise. Here’s a shorter version of Section 3, keeping the 7th-grade reading level in mind:

Essential Pipedrive Features

Let’s explore the cool tools that make Pipedrive so powerful!

Deals: Your Sales Superstars

Deals are the heart of Pipedrive. A deal is like a card that holds all the important information about what you’re selling.

You can move deals through your pipeline (much like moving pieces on a game board) as they progress closer to being won.

Contacts: Your People Place

Contacts are all the people you work with—customers, leads, and partners.

Pipedrive helps you organize your information (names, numbers, emails) in one place.

Activities: Take a Beat!

Activities are all the things you do to make a sale happen – calls, emails, meetings. Pipedrive helps you schedule and track these so nothing falls through the cracks.

Insights and Reporting: Sales Detective Time

Want to see how your sales are doing?

Pipedrive provides reports that show you how many deals you’ve won, how much money you’ve generated, and which salespeople are excelling.

Communication and Email: All in One Place

Connect your email to Pipedrive! You can send and receive emails without leaving Pipedrive. It keeps all your conversations organized and helps you track who’s opening your emails.

Products: Show Off Your Stuff

Selling products? Pipedrive lets you create a catalog of all your products and link them to your deals. This helps you see which products are popular and how much money you’re making from each one.

Web Forms: Easy Lead Capture

Want more leads? Create forms on your website with Pipedrive. When someone fills out the form, their information is automatically added to Pipedrive.

Advanced Pipedrive Features

Ready to take things to the next level? Pipedrive has some awesome features that make selling smoother and more efficient.

Automation: Pipedrive Does the Work!

Imagine Pipedrive automatically sending emails and updating deals on your behalf! With 自动化, you can set it up to do those repetitive tasks, saving you time and effort. For example, automatically send a welcome email to new leads or move a deal to the next stage when a meeting is scheduled.

Integrations: Connect Your Favorite Tools

Pipedrive integrates with other apps you may be using, such as Google Apps and Mailchimp. Connect it to your email and calendar to keep everything in one place.

Customization: Make it Your Own

Pipedrive is flexible! Customize it to fit your needs. Add custom fields to track important info, create different pipelines for different deals, and build custom reports.

Mobile App: Sales on the Go!

Access your deals and contacts from anywhere with the Pipedrive app. Perfect for salespeople who are always on the move.

Security and Privacy: Keeping Your Data Safe

Pipedrive takes 安全 seriously, employing robust measures to protect your data and maintain its confidentiality. Your information is safe with Pipedrive.

With these advanced features, Pipedrive becomes a sales powerhouse that helps you close more deals and grow your business.

Pipedrive Best Practices: Become a Pipedrive Pro!

Want to use Pipedrive like an expert? Here are some tips to help you get the most out of it:

Keep Your Data Sparkling Clean

Think of your Pipedrive account as your locker. You want to keep it neat. Ensure that all information is accurate and up-to-date.

Double-check names, phone numbers, and addresses to ensure accuracy. Good data means good results!

Master Your Pipeline

Your pipeline is your roadmap to success. Ensure each stage is clearly defined, much like the levels in a game.

Regularly check your pipeline to see where your deals are and what needs your attention.

Automate, Automate, Automate!

Use those cool automation features to save time. Set up automatic emails, reminders, and tasks. It’s like having a robot helper!

提升你的技能

Continue learning and improving your use of Pipedrive. Check out the Pipedrive Academy for helpful videos and tutorials.

The more you learn, the better you’ll be at closing deals and reaching your sales goals.

Pipedrive Pricing and Plans: Choose the Right Fit

Pipedrive offers various plans to suit different needs and budgets, much like selecting the right shoe size.

• Essential Plan: This is the basic plan, ideal for small teams just getting started. It includes core features like deals, contacts, and pipeline management.
• 高级计划： This plan offers additional features, including email tracking and automation, to help you streamline your sales process.
• Professional Plan: This plan is designed for larger teams that require more advanced features, including revenue forecasting and custom 报告.
• 企业计划： This is the top-tier plan, offering all the bells and whistles, including enhanced security and dedicated support.

Think about what features are important to you and how many people will be using Pipedrive.

You can also try out Pipedrive with a free trial to see which plan is the best fit for your company.

Regardless of which plan you choose, Pipedrive offers excellent value and can help you boost your sales and achieve your goals.

Alternatives to Pipedrive

以下是几个 Pipedrive alternatives 并简要介绍每项内容：

• 晋升: 专为代理商和企业设计的一体化营销和销售平台，提供包括漏斗构建器、电子邮件营销、短信自动化和客户管理在内的全面工具。
• 买: 专门为小型企业提供自动化服务，将客户关系管理功能与电子邮件营销和销售管道管理相结合。
• 主动营销活动: 客户体验自动化平台集成了营销、销售和电子商务功能，可实现个性化沟通和自动化工作流程。
• HubSpot: 一个广受认可的平台，为销售、营销、客户服务、内容管理和运营提供一整套 "枢纽"，是寻求集成解决方案的企业的理想选择。
• ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• 民间: A simple, integrated, and proactive 客户关系管理 with features like sales pipelines, email campaigns, contact management, and workflow automation.
• 即刻: This company specializes in lead generation and 冷电子邮件推广, providing customer relationship management, lead tracking, and sales process automation.
• 点击: 多功能工作管理平台，可定制为 CRM，提供联系人管理、销售管道视图、电子邮件集成和可定制仪表板等功能。
• 周一 CRM: 这是一个高度可定制的平台，结构类似电子表格，可进行全周期销售线索管理、销售预测、电子邮件同步和活动跟踪。
• 胶囊 CRM: 这是一款以增长为导向的 CRM，设计简单，可帮助企业管理联系人、跟踪销售交易，并利用多管道和任务管理等功能维护客户关系。
• Insightly: 适用于中小型企业的客户关系管理软件，提供联系人和项目管理、工作流程自动化、强大的报告功能以及友好的用户界面。
• Freshsales CRM: 这是一个经济高效的选择，可为销售团队提供广泛的功能，包括线索沟通、转换工具、基于人工智能的线索评分和强大的集成功能。
• Salesforce: 一个强大的、行业领先的 CRM 平台，为销售、营销和服务提供广泛的功能，以其高度的可定制性和可扩展性而闻名，适用于大型企业。
• Zendesk: 主要是一个客户服务和支持平台，同时提供强大的客户关系管理功能，提供端到端的客户互动管理和分析。

结论

So, there you have it! We’ve explored the awesome world of Pipedrive and its key features.

From managing deals and contacts to automating tasks and generating reports, Pipedrive is like a superpower for your sales team.

Remember, Pipedrive is designed to make your sales process smoother and help you close more deals.

By using the tips and best practices we’ve covered, you’ll be well on your way to becoming a Pipedrive pro!

Ready to give it a try? Sign up for a free trial and see how Pipedrive can transform your sales game. Happy selling!

Ready to give it a try? Sign up for a free trial and see how Pipedrive can transform your sales game.

Don’t forget to explore the Pipedrive Academy for helpful videos and tutorials that will further boost your skills. Happy selling!

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