CRM for Financial Services
Designed for teams looking for a simple, yet powerful sales tool.
Pipedrive CRM used in the financial sector
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Tracking leads and the sales process in the financial sector has never been easier thanks to Pipedrive, a powerful, simple and agile CRM.
With the Pipedrive customer relationship management (CRM) tool, you can keep track of prospects and leads through your sales pipeline and ensure that you never miss the opportunity to convert them into customers. Track sales opportunities and forecast sales revenue easily. Perfectly customizable, the Pipedrive CRM can be used by organizations operating in the banking, insurance, leasing, mortgages, credit sectors and much more. Try Pipedrive CRM free for 45 days* You do not need to enter a credit card * Just use our promotional code: ca-sersoteico
How does a CRM boost sale in financial organizations?Customer relationship management (CRM) is an essential element of success in today's dynamic and challenging market. Mastering CRM software can greatly improve your win rates and speed of sales.
Pipedrive is an easy-to-learn and easy-to-use solution that includes a mobile app that ensures you are always in the know while you are out of the office. Say goodbye to endless spreadsheets and get ready for custom reports, dashboards, and analytics. With multiple sales and loan placement reporting templates to measure your team's efficiency, Pipedrive offers all the tools you need to improve your performance and keep everything organized.
How to implement the Pipedrive CRM in your Organization?Finance organizations need help getting used to a new CRM, save time, and involve their sales teams. That's why we prioritize offering hands-on support throughout the CRM adoption process, ensuring that all organizations can make full use of Pipedrive's set of powerful features.
When it comes to Pipedrive CRM implementations in financial services organizations, CRM Consulting Services offers a full team of professional services, including:
Each segment of the financial services industry is unique. Wealth management, insurance, mortgages, and banking have their own unique products, pricing models, pipelines, reporting standards, applications, and workflows.
At Pipedrive, we understand how important it is to have a tool that you can customize to suit the way you work, rather than changing your routine to suit your CRM, and the financial services industry. Add pipeline stages that are specific to your business. For example, if you are an insurance or banking company, add a stage to notify prospects and customers about your other relevant products. Easy to use, convenient and intuitive.
Very useful reports and reportsTo meet your business goals, you need to know at all times your level of performance and what needs to be done more. So that you have all the KPIs you are looking for, we have created magnificent charts and graphs that are generated automatically, saving time, effort and presenting it so that it is easy to find and quick to understand.
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Do you have any doubts or questions? We are here to help you
Try Pipedrive CRM free for 45 days
* You do not need to enter a credit card * Just use our promotional code: ca-sersoteico