September 2019

What is a CRM?

CRM system essentially provides a central place where businesses can store customer and prospect data, track customer interactions, and share this information with colleagues. It allows businesses to manage relationships with customers, helping the business to grow.

We are using Pipedrive for all our sales processes. It is easy to install, integrate with different services and start working right away. It took us 30 minutes to get basic setup and 30 minutes more to Integrate with a couple of third-party services.

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We are using PandaDoc in our day to day work. It allowed us to reduce time for paperwork and increasy our Sales Team performance. We are also using Pipedrive as a Customer Relationship Management System and integration with PandaDoc make it easy to track deal status, see all attached documents, their status and statistics on views. It is very powerful set of instruments to use in your Sales Department.

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