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Optimize your sales process with Pipedrive’s “Products” feature

Date de publication

21/09/2023

Introduction

In the world of business, time is money. Did you know that Pipedrive’s “Products” feature can save you time and increase your conversion rate? In this article, we’ll explore how.

Time-saving quotations

The “Products” function lets you create a catalog of products or services that you can then add to your quotations in just a few clicks. This eliminates the need to manually enter details, saving you precious time.

One-click addition of a product group to an offer

An often overlooked but extremely useful feature is the one-click addition of a product group to an offer. This ensures that you don’t forget any essential elements in your quotation, while speeding up the creation process.

Add images to products

Adding images to your products can make your quotes more attractive and help your customers better visualize what they’re buying. This can be particularly useful for complex or high-end products.

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VAT management

Pipedrive also enables you to manage VAT on products, which is crucial for tax compliance and accurate quotations.

Managing product variations

If you sell products with different variations, such as size or color, Pipedrive enables you to manage them efficiently.

Multi-currency management

For companies operating internationally, managing multiple currencies is essential. Pipedrive lets you create quotes in different currencies, simplifying international transactions.

Discount management

Whether it’s a discount on a specific product or on the overall quotation, Pipedrive offers total flexibility to adapt prices as required.

Notes on each product

The ability to make notes on each product enables you to keep a record of the quotation process, which can be useful for follow-up and analysis.

Duration of a product or service

If your products or services correspond to a specific duration, such as a number of days or hours, you can also indicate this in Pipedrive.

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Limitations and solutions: Product statistics in the “Insights” section

Although Pipedrive’s “Products” feature offers many advantages, it also has a few limitations. One of the most notable is the absence of product statistics in the CRM “Insights” section. This can make detailed analysis of your products’ performance difficult. Fortunately, EXOCORP has the solution. Thanks to the implementation of customized automations and the expertise of our developers, we can get around this problem and provide you with the insights you need to optimize your sales strategy.

 

Improved conversion rate

A well-designed, visually appealing quotation can greatly influence a customer’s purchasing decision. By using Pipedrive’s advanced features, you can increase your chances of conversion.

Integration into a global digital transformation project

The EXOCORP collective can help you integrate Pipedrive’s “Products” functionality into your sales process improvement and overall digital transformation strategy. Our experts are on hand to answer all your questions and provide demonstrations.

Conclusion

Pipedrive’s “Products” feature is more than just a product management tool. It can transform your sales process and help you achieve more effective conversions. For a successful integration, don’t hesitate to consult the experts at EXOCORP.

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