Cost Savings with Automation

Home >> Cost Savings with Automation

If you own a business organization, this article is directed towards you. As some would like to say, computers are taking over the world, and they are not wrong. We believe that they already took over. Technology automation is proving to be a widely spreading trend in the industry.

We at Axis Consulting provide software solutions for your business. We have budget plans for all sorts of businesses. Here is what you need to know about investing in technology automation.

Advantages of Automation

Investing in technology automation is a big step for any business. It might seem a little expensive, but here is why it is worth it.

1. Better results

Technology automation has proven to yield better results. Why’s so? It blends the whole infrastructure of your company and turns it into one single highly functioning, agile, and capable system. It gives the organizations better insight into their operations, giving them more control over the process. It offers more precision and customizability options.

When you are working with machines and computers, the margin of error is reduced by a lot. Computers can work with numbers and measurements down to the tenth of a fraction. Machines don’t get tired, and they are always performing at their best. Hence, an automated system is something you can rely upon.

2. More production and better resource consumption

Industries are fighting a war for resources. Resources are scarce, depleting, and getting expensive. The factor which can make a company excel and come out on top is resource management. Automated systems can utilize fewer resources and produce better results as compared to humans. Their production numbers are great and unmatched. Thus, the high efficiency that automated systems offer can make a big difference.

3. Cost-effective

The installation price of an automated system might seem a lot to you, but when you compare it to the cost and benefit ratio, it makes sense. The automated system is more cost-efficient as it brings more value to the company. Most importantly, their maintenance costs are low. You also don’t have to pay a salary or allowances to an automated system.

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Is PipeDrive a CRM?

Home >> Is PipeDrive a CRM?

With each passing day, many new tools arrive in the market to facilitate businesses and business owners. Different customer services and marketing tools are used by businesses to boost sales. If you run a small business or a member of the marketing team, you must have heard of the CRM software. 

It is a smart marketing tool that lets you actively sell your products and services. This tool has been used by businesses to manage customer relations. Customers or clients are the priority of any business, interact with them, check if they are satisfied with the products and services, has become indispensable now more than ever.

is pipedrive a crm

What is a CRM System?

CRM or Customer Relationship Management acts as a central hub to manage multiple projects and accounts. Employing a CRM system boosts productivity, increases sales, and cuts down on admin work.

When you hear about CRM, often PipeDrive comes to mind. However, still, new business owners do not know much about this software. Is PipeDrive a CRM? How does a CRM work? And many such questions boggle the mind of a novice. Worry not, you will get a detailed answer and leave from here with clarity. 

Is PipeDrive a CRM?

Yes, it is and a quite popular one. Whenever someone has to list out the best CRM software, PipeDrive grabs a spot in the top five. Launched in 2010, it is the first CRM tool developed by salespeople for salespeople. 

PipeDrive is economically priced, easy-to-use CRM software which lets you visualize the sale processes. The concept of PipeDrive revolves around activity-based selling, a successful approach to scheduling, completing, and tracking activities.

A CRM system gives people the platform and visibility needed to manage multiple deals and contacts effectively. It allows marketers and business owners to organize everything from business contacts to sales strategies. Especially, cloud-based CRM software makes collaboration and selling ridiculously easy.

Like most CRM software, PipeDrive developers are hell-bent on being the best in business by allowing access to communication history, important sales metrics, and the actions required to close deals. It is a smart investment for all the growing marketing teams.

This popular CRM software has 10 offices in 8 countries, with over 800 employees worldwide, and is used by 95000+ companies. Many clients can vouch for the services offered by the PipeDrive team and their quality.

PipeDrive – A Sales CRM System You Did Not Know You Needed

Unlike other CRM solutions, PipeDrive is not over-complicated at all. It helps every bit in increasing the efficiency of a business. Imagine just a quick glance at the dashboard will inform you all about the deals and when they are due to close or the team can access the lead flow quickly.

This sales management tool offers the functionality of advanced CRMs minus the complexity. It is designed to be easily understandable by keeping things simple, lean, and easy. Salespeople can cut down on admin time and focus more on boosting sales.

The software has a huge client base, most of the clients switched to PipeDrive from other CRMs. Whereas, others did not know that they needed such a tool until they tried it. 

Is PipeDrive The Right CRM For Your Business?

It is hard to find the right fit among hundreds of CRM tools. Every software has different features, mostly, not all of them are used by the business. What we can tell for sure is that it has all the essential functions that small or medium-sized businesses would require. 

It is also economically priced ideal for small sales and marketing teams and solopreneurs to organize, generate leads, and improve their sales process. The wise utilization of PipeDrive helps the owner close deals and sell more products and services. 

Find stats, spot trends, and add deals, activities, and contacts. A business owner can know what’s happening in the business and what goals are set to be achieved in the future using activities and goals features. 

Summing Up

PipeDrive is a great CRM tool with all the essential features in one place. It helps generate leads, track activities to optimize performance. Whether you need this CRM software or not can only be decided by looking at its features and assessing will it be enough or your business would do good with advanced options.

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Does Pipedrive Integrate With Outlook?

Home >> Does Pipedrive Integrate With Outlook?

All CRM tools allow integrations, Pipedrive is just no exception as it allows over twenty apps integration. The Pipedrive users can integrate their favorite tools and expand their capabilities. In this brief post, we would be addressing if Pipedrive and Outlook can be integrated? If it can be, what do you have to do.

Can you Integrate Pipedrive with Outlook?

Yes, Pipedrive has gained immense popularity in recent years for a variety of reasons, one of which is the number of integrations available. So, the appropriate answer to the question would be yes, Pipedrive can be integrated with Outlook.

Pipedrive and Outlook are integrated for important reasons

The Pipedrive and Outlook integration is done to transfer all-important sales data between Outlook and Pipedrive. By important sales data we mean, contacts, deals, activities, and emails, etc. In simpler words, Pipedrive and Outlook are connected to make the entire sales process quick and easy.

Integrating Pipedrive and Outlook is a common practice

The sales professionals are always on their toes to improve sales and the entire sale process. For the same purpose, they are often seen integrating their favorite tools to meet the demands of an ever-changing world. Pipedrive and Outlook integration are also quite common, the sales professionals do so to streamline the workflow, save time, and expand their capabilities. Integrating Pipedrive and Outlook is just not common, zapier, talkdesk, PandaDoc, Yesware, MailChimp, snapADDY, Ecquire, Niftyquoter, and Drip are also quite popular.

The Pipedrive and Outlook integration is simple, easy, and quick

One of the reasons why Pipedrive and Outlook integration is becoming breathtakingly common is the simple integration procedure. The simplest integration procedures and the ease it brings to the sales professionals life has skyrocketed its popularity. You can hire a Pipedrive Consultant for ease.

How can you integrate Pipedrive and Outlook?

First of all, we would like to inform you that Pipedrive and Outlook integration is not as daunting as it seems. So, it should not be delayed. To integrate Pipedrive and Outlook, here is what you will be required to do;

  • Get Pipedrive on a monthly or annual basis
  • Have a Pipedrive account
  • Go to Pipedrive’s home page
  • Find and click the small icon at the top right corner of Pipedrive’s home page
  • Scroll down to the “Tools and integration” option
  • Click Tools and integration to get options
  • Wait for the integration options
  • From Stack, Microsoft team, Asana, invoicing, Mailchimp, and Marketplace apps, select and Marketplace apps and wait to get more options
  • A new window will appear, you would find a prominent “Find a marketplace” option, click to move forward
  • Under “boost the sales” head search “Outlook” in the search bar
  • Select Pipedrive Outlook sync from the options
  • Follow the directions and get done

If this Pipedrive and Outlook integration seems complex(it isn’t), there are two more ways to integrate Pipedrive and Outlook for smooth functioning, that’s integration with Automate or Zapier

  • Search automate.io and enter
  • From the pop-up window, find and click the see all categories
  • You would be landed on an app integration page, from about 200 apps you have to find and click “Pipedrive”
  • Search “outlookyourn the counterpart
  • There would be a couple of integrations already under the head ”Popular Integrations”
  • Go through the Popular integration options thoroughly
  • If you have not found your desired integration n option, rest assured, scroll down to the “Create integrations” option
  • Under the head “When this happens” scroll down and select a Pipedrive option and from “Do this” find your desired Outlook option
  • Once both Pipedrive and Outlook options are selected, find and hit the “Try it now” button
  • You are just now a few steps away, follow the directions, and get done.

The Zapier integration is just as simple as the two above-mentioned options, all you have to do is;

  • Create an account with Zapier.com
  • Go to the top left corner and click the “Make a Zap” option
  • You would be landed to integration option, search Pipedrive in the search bar
  • From new activity in Pipedrive, search or find your desired option
  • Select your desired option and hit “continue”
  • Hit the test your trigger option 
  • From the “Actions” part, search Microsoft Outlook in the search bar, select to move forward
  • Update contacts hit continue
  • Sign in with a Microsoft account
  • Congratulations! You are done

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Hubspot

5842a629a6515b1e0ad75afa

Get Started With HubSpot

Whether you want to increase leads, accelerate sales, organize your contacts, or better serve your customers, HubSpot has a solution to help you grow.

HubSpot Free CRM

Organize your contacts, get deeper insights on every lead, and monitor deals with ease — all for free.

HubSpot Marketing Hub

Grow your traffic, convert leads, and prove ROI with our all-in-one marketing software.

All the tools you need to run complete inbound marketing campaigns.

Start small with free analytics, lead capture forms, and contact tracking.

HubSpot Sales Hub

Close more deals faster with a suite of productivity-boosting tools for every part of your process.

A full suite of sales tools for your whole team to shorten deal cycles and increase close rates.

Free tools for the individual salesperson to connect with more leads and close more deals.

HubSpot Service Hub

Connect with customers, exceed their expectations, and turn them into promoters that grow your business.

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Pipedrive App >> Dedupely

Dedupely

Dedupely

by Dedupely Software, Inc.

Install App

Duplicate records are a pain. Sales teams waste too many hours hunting down and merging duplicates by hand.

Dedupely streamlines the task of finding and merging duplicates. It allows you to match duplicates by any field. Fuzzy matching logic handles alternative spelling and spelling mistakes.

Auto merging allows you to automate the process you used to do by hand, cleaning up new duplicates that enter your account every day.

The integration deduplicates People, Organizations and Deals. Merges combine the best data from each duplicate match and condense them into one record. All linked items tasks, calls, etc. are re-assigned to the resulting record so nothing gets lost.

Save your team an unreasonable amount of time so they can spend more time focusing on your customers.

 

Setup and installation
Get a Free Trial in 3 steps: 1. Click “Install” at the top right corner and “Allow” Dedupely access to Pipedrive.
2. You’ll be asked for your name, email and company information.
3. Your sync will start and once done you can start deduplicating your data.

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Pipedrive App >> Pipedrive Outlook Sync

Pipedrive Outlook Sync

Pipedrive >> Pipedrive Outlook Sync

Pipedrive Outlook Sync

by Redev Ltd

Install App

ipedrive Outlook Sync transfers all your important sales data between Pipedrive and Outlook, this can be contacts, companies, deals, activities and emails.

We provide a cloud solution that will sync to any device automatically with a time period that you choose, we also provide an add-in solution within Outlook with the same function.

The software works by connecting to your Pipedrive Account and your Outlook Email account & synchronizing the data on a periodical basis.

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Pipedrive App >> Gmail extension for Pipedrive

Gmail extension for Pipedrive

Pipedrive >> Gmail extension for Pipedrive

Gmail extension for Pipedrive

by Pipedrive

Install App

This Gmail extension works with both Gmail and Inbox.

The weapon of choice for salespeople is now a Gmail extension! Bring speed and focus to your sales process when you connect the power of Pipedrive to Gmail.

GET CONTEXT WHEN YOU NEED IT

With this extension, you’ll be able to access your Pipedrive contacts and deals without having to leave Gmail. The moment you click on any email, you’ll instantly see your sales history with the contact, so it’s easy to get the full picture before moving forward.

PERFORM SALES ACTIONS FROM GMAIL

From the comfort of your Gmail inbox, you can perform various sales-related actions. You can add new contacts, create new deals, add notes and activities in Pipedrive without having to leave Gmail.

DAILY ACTIVITY TO-DO LIST

Any scheduled sales activities will be summarized in a convenient daily list, so you can start each day with a clear overview of what you need to be focusing on right away.

Setup and installation
1) Click ‘Visit site to install’

2) Login to Google if you haven’t already

3) Click ‘Add to Chrome’

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Pipedrive App >> Talkdesk

Talkdesk

Talkdesk

by Talkdesk Inc.

Install App

Talkdesk is a browser-based call center software and with the integration with Pipedrive, it can help users by displaying customer’s Pipedrive contact history and information when a call is connected in Talkdesk. This allows users to work with the information to personalize interactions and provide optimal service. The integration also allows users to update and create notes, contacts and activities in Pipedrive from Talkdesk so your entire team is always on the same page.

Talkdesk has the ability to automatically synchronize contacts, activities, and notes between Pipedrive and Talkdesk in real-time. This can be customized according to your businesses’ needs.
Furthermore, Talkdesk’s automated workflows eliminate the need to manually enter data in two different systems. You can simply configure certain Talkdesk events to automatically trigger Pipedrive actions. 

Setup and installation
All you need to do to configure Pipedrive and Talkdesk is add your Pipedrive account information and you can synchronize data instantly.
1. Log into Talkdesk as an admin user.
2. Select Admin > Integrations > Pipedrive
3. Configure the connections
And from there on you can start creating automations

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Pipedrive App >> Zapier

Zapier

Zapier

by Zapier Inc.

Install App

Zapier is an integration platform that allows you to connect different apps you use every day to automate tasks and save time. With Zapier you can connect over 1,000+ integrated apps (e.g. Quickbooks, Xero, Freshbooks) together and make your own automations.

Using Pipedrive with Zapier allows you to automatically capture information from other apps you use and send it directly to Pipedrive or the other way around. This can be done with Zaps – a combination of a trigger and an action, where users specify the needed events or information flow. Triggers and actions in Pipedrive can be, for example, creating a new deal or activity, updating a note or a person, attaching a file, etc. All of these possibilities help users to focus on closing more deals and building more connections rather than manually updating their Pipedrive data.

Pipedrive and Zapier can be used together, for example, to:
– Record new Calendly events as contact activities in Pipedrive
– Add new Typeform entries to Pipedrive as deals
– Add new Facebook ad leads as people in Pipedrive
– Create Pipedrive Deals when there is a new submission in Gravity Forms For more information about usage of Zapier:
Pipedrive’s Support page > https://support.pipedrive.com/hc/en-us/sections/360000179005-Zapier
Pipedrive Blog post about Zapier > https://blog.pipedrive.com/2018/03/pipedrive-zapier-new-features/
Zapier’s Support page for Pipedrive integration > https://zapier.com/blog/pipedrive-integrations/ 

 

Setup and installation
If you are completely new to Zapier, then you can see a detailed guide how to create Zaps here: https://zapier.com/learn/getting-started-guide/what-is-zapier/ When you first start using Zapier, you need to connect your Pipedrive account. This can be done under “Connected Accounts”. There just choose Pipedrive as the account and insert your Pipedrive API token, which can be found under Settings > Personal > Other > API .
Once the Pipedrive account is available in Zapier, you can select the account from Zapier’s dropdowns and begin composing Zaps. You can also add your Pipedrive account to Zapier in the beginning of the creation of the Zap by adding you Pipedrive API token.

To start, you need to create a Zap, a trigger/action pair that can run automatically every 5-15 minutes depending on your plan. To do that you need to firstly select Pipedrive and the other app you wish to have an automation to run between. Next you need to specify the trigger and action. They’ll determine when and what action or event will occur. For example, Zap between Pipedrive and Google Sheets: Trigger (When this happens..)- “New Spreadsheet Row ” > Action (then do this!) – “Create Deal” .

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

Pipedrive App >> Drip

Drip

Drip

by Drip

Install App

Drip is a marketing automation that allows you to send personalized email campaigns to the right person at exactly the right time, calculating subscriber actions for lead score at the same time.

With Drip you can get to know your customer and focus the marketing campaigns according to the client, taking sales to a whole new level. Analytics and research lets you make data-based decisions. Custom conversion ratings lets you create and set unique values according to your business needs and watch how Drip helps you get more of them.

After all of that, you can just send your subscribers as leads to Pipedrive and continue with doing a great job.

 

Setup and installation
Set up the integration by following these steps:
1. Log in to Drip.
2. Go to Settings > Integrations > CRM > Pipedrive in your Drip account.
3. Paste your Pipedrive API Token into the field and click the “Add account” button.

Now you are ready to set up the automation to send your subscribers as leads into Pipedrive. You can set up a workflow or basic rule and use Pipedrive’s “Send subscriber” action.

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.