Once you’re ready to import contacts into Pipedrive, there are several ways to organize your prospect information. Here are a few examples:
Organizations : These are the companies you are trying to sell to. Organizations can contain multiple “People”;
People : Here we have the contacts within these organizations that you are talking to in order to close the sale. You can have multiple people that you are dealing with at the same time, and they can be set up as separate contacts within the same organization;
Deals : These represent the sale you’re trying to close and are tied to a person. Deals are the main unit you’ll work with in Pipedrive and are assigned to a person/organization. They have a deal value, so they’re “owned” by a specific salesperson, and they include the activities that need to be completed in order to close the sale.
pipeline : Deals are organized into pipelines that contain buy a motorcycle owner mailing list multiple sales stages. Deals can only reside in one pipeline at a time.
By organizing your contacts in the above structure and closing multiple sales to the same person/organization, you can see which of these people and organizations are most valuable to your business.
Pipedrive's top sales strategies
Pipelines are used to define the stages of your sales process. So, you can set up a stage for each important milestone in the sales journey. So, a typical pipeline for a company might have the following stages:
prospect;
scheduled meeting;
defined needs;
proposal sent;
negotiating;
waiting for payment.
You can create multiple pipelines to represent different sales processes or revenue streams. For example, you might have a different pipeline for consulting clients, sponsorships, and re-engagement of past clients.
Activities
Activities represent the tasks you need to complete as part of the sales process . They are set up in deals and assigned to a salesperson to help them plan their work and define what needs to happen to move a prospect towards a sale.
This model may include:
email follow-up;
phone call;
voicemail (useful for tracking contact attempts);
create a proposal;
meeting.