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Pipedrive is the best choice of CRM for large teams

Casual business lady walking to meeting with tablet in hand to show Pipedrive sales reports

Pipedrive is the best choice of CRM for large teams 

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In the past 12-months Pipedrive has moved into no.1 spot as the CRM of choice for large teams. Previously the Pipedrive feature set suited businesses with staff numbers between 2 and 20 people. But with a slew of new features launched in quick succession, Pipedrive has managed to maintain their small business pricing and easy to use interface whilst adding the features needed by medium to large teams (think 50 to 500 users). 

World Class BI Platform and Analytics: create beautiful reports and dashboards using Pipedrive powerful inbuilt BI tool, Insights. Throw away those clunky old Excel sheets and never up to date data and replace them with data linked directly to your sales and salespeople. 

Permissions and Visibility Settings: Pipedrive has 3 permissions tiers: Regular, Manager and Admin along with the ability to create up to 8 visibility groups on the Enterprise plan. You can also set up teams for reporting purposes. 

Progress Tracker: Get instant sales performance feedback, identify bottlenecks and adjust your processes accordingly

Precision Forecasting: Turn your sales data into a reliable forecast and use it to build a strategy

Activity-based Planner: Set goals and break down objectives into activities that your team needs to perform confidently

Sales Coach: Identify success patterns from your teams’ performance and keep replicating your sales success

Data Quality Control: Remove friction from your sales data entry process by automatically capturing data throughout the sales cycle

Sales Action Playbook: Define actions your team needs to take to hit their targets and leave feedback on effectiveness

Top Security: Use our easy-to-use features and visual security dashboard to maintain full control over your data distribution and user access

Easy-to-use: Take the strain out of your large-team onboarding and training with a visual, user-friendly sales solution loved by 95,000 companies worldwide

Motii - Pipedrive Australia/NZ Partner of the Year: Large teams benefit from working with Motii whose role is to help you make the most of your Pipedrive account

Pipedrive connects with all your favourite tools: 

The above features are just a sample of Pipedrive enterprise and medium-sized business features. All at a pricing level which makes the switch to Pipedrive from clunky old enterprise systems a no-brainer. Of course, the setup for Pipedrive differs for larger businesses with between 50 and 500 staff but Pipedrive’s famously easy-to-use visual interface remains the same.  

The most important part of any business is sales. And Pipedrive is a sales-focused customer relationship management tool that large teams love using. Managers and executives can easily access all the reporting data they need and with more than 275 apps in their marketplace it is likely that your other systems will easily connect to Pipedrive. 

In addition to this, Motii can customise Pipedrive to the requirements of large teams. Making Pipedrive do things it cannot do natively to cater to your specific requirements. With 95,000+ paying customers spanning across 179 countries, large sales teams are Pipedrive's simple yet powerful design that prioritises usability above all else. When using Pipedrive, customised by Motii, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful.

The information available in Pipedrive is a goldmine. Identifying prospects . It lets you for cross-sell or up-sell is a breeze.  And converting existing customers to new products or services is as simple as create a filter and adding the opportunities to a custom pipeline. Pipedrive’s new campaigns feature makes email marketing a breeze and recent features like Native Quickbook and Xero integrations mean the sales department and the finance team are also on the same page. Pipedrive will dramatically improve your team's collaboration and productivity at the same time that it's increasing sales.

Keeping track of these new styles of interactions can be challenging. A spreadsheet certainly won't cut it. And the old difficult to use CRMs of yesteryear are not keeping up. They make it hard to find data and it is all too easy to have genuine sales opportunities fall through the cracks. Pipedrive goes beyond simple contact tracking by keeping a complete audit trail of every interaction your staff has with each customer. Pipedrive allows you to track, analyze, and surface this data when it's needed, often including integrations with other software systems. This can include everything from the customer's initial purchase, to support calls and what they were about, to a regional sales rep's notes from a meeting or calls. 

If you are a large team with offices across the country or across the world, Pipedrive easily caters for this distributed setup. And Motii’s deep experience with customising Pipedrive for large teams with offices in multiple countries will help ensure your setup is done correctly and you get the most out of the power of Pipedrive. 

An example of Motii setting up an enterprise organisation with more than 100 staff across 11 countries is Motii’s setup of Destination Asia. You can read the case study here. 

If you’re a large team struggling with connecting the dots, reach out to Motii. We can apply our knowledge and create a beautiful and easy to use system using Pipedrive CRM 


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Ben Fuller

Co-founder at Motii

Serial successful start-up Founder, and former C-level executive, Ben understands that data and systems are what makes everything tick.

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