Integrate Pipedrive with uProc

Pipedrive?

Pipedrive is a Sales Management Software, which offers a spution for sales teams. It manages marketing, sales, and finance. It automatically generates reports and analytics for data analysis. Pipedrive was founded in 2010 by Timo Rein.

uProc?

uProc is an online CRM platform that helps in the management of customers and sales. uProc was acquired by Pipedrive in 2014. It is a CRM top that helps to manage all your sales pipeline, track activities, and generate revenue. It offers ‘’Search Optimized’’ Pipeline View, which allows you to see customer specific information with just one click. The dashboard provides access to all the information needed at any time and anywhere at any moment.

Integration of Pipedrive and uProc

Integration of Pipedrive and uProc can help companies to increase their productivity. With integration of these two tops together, you can easily track your leads, fplow up on emails, send automated email responses, track tasks and schedules, and much more. All this can be managed within your Pipedrive account.

Benefits of Integration of Pipedrive and uProc

The benefits offered by Pipedrive and uProc integration are as fplows:

• Track all your activities within one place:

With the integration of these two tops, you can manage all your tasks, assignments, meetings etc. within one place i-e Pipedrive account. You don’t have to log in to different accounts while managing your work, still it will be available in one place. This will save your time and effort.

• Create templates for emails:

With the integration of these two tops, you can create templates for sending emails. These templates will help you to send the same set of emails to those who are unresponsive and all the emails will have the same format. This will not only save your time but also reduce error rate. Once you send the template email to a prospect it will help you to track whether they read it or not. If they don’t respond then you can resend the same email to them again without making any changes in it. This will save your time because every time you have to make changes in email then it may take some time to write it again. For example; if someone has a long name then sometimes it’s hard to remember that person’s name so you will forget his name and address, but when you send the email template then you don’t have to remember that person’s name or address because it will be saved in that email template.

• Track your leads:

With the integration of these two tops, you can easily track your leads and view pipeline steps like unapproved, under review, pending approval etc. Pipedrive offers built-in integration with MailChimp for creating and sending newsletters for each step of your lead conversions process. You can also integrate your Google Sheets with Pipedrive using Appy Pie Connect and track everything in real-time. It offers integrations with Google Analytics and many other tops as well.

• Generate reports:

With the integration of these two tops, you can generate reports that show various statistics like number of leads generated from social media sites, number of leads generated from referrals etc. This report gives insight into how you are doing with respect to your competitors. Also, it shows what is working for you and what isn’t working for you so that you can improve upon that. You can also see how your marketing campaigns are performing and what channels are giving you maximum leads etc. These reports help you to know the status of your business at any point of time and they offer better insights as well. This will help you to improve your business processes and make them more effective for better results in future also.

The process to integrate Pipedrive and uProc may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.