Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.
Send personalized messages and take action across the entire customer lifecycle. Autopilot for Pipedrive will help you close more deals and orchestrate a better sales and marketing experience for your customers.
When you connect to Pipedrive we sync all of your people, organizations and activities. We’ve included templates for Audiences, Dashboards, Reports and Playbooks to help you get started. The templates cover everything from detailed Pipedrive analytics dashboards, to playbooks that help nurture subscribers into customers.
All of your Pipedrive data connects to your customer data platform in Autopilot, which means you can easily ask questions like “which UTM campaign led to the most new deals?” or "which sales emails are most effective at progressing deals?”. All of your important data and metrics are now in one place.
You also get access to powerful reporting and dashboards, which means you can create marketing funnels, cohorts, metrics and goals to motivate your entire team. Built in revenue attribution for campaigns will help you see the exact MRR contribution of every email you send from nurturing new subscribers to retaining existing customers.
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks.
Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.