Pipedrive CRM Tool Overview

Why is sales considered the lifeblood of a business?

• It reduces operational costs.

• It ensures the business survives and thrives.

• It helps in managing employees.

• It increases the number of products.

What is the primary function of a CRM system?

• To develop new products.

• To design marketing campaigns.

• To manage client relationships and sales processes.

• To store financial data.

What is the core area of any CRM system?

• The financial reporting tool.

• The sales pipeline or funnel.

• The customer support module.

• The marketing dashboard.

How does Pipedrive help in managing deals?

• By providing a detailed financial analysis.

• By offering a simple and clear view of deal stages.

• By integrating with social media platforms.

• By automating all sales processes.

What information can you find in the activity feed of a deal in Pipedrive?

• The company's annual revenue.

• The history of changes and interactions with the client.

• The list of competitors.

• The latest marketing trends.

Why is forecasting important in sales management?

• To determine the best time for product launches.

• To estimate the likelihood of deals closing.

• To predict future market trends.

• To calculate employee bonuses.

What does the 'rotting in days' feature in Pipedrive indicate?

• The time taken to respond to a client query.

• The duration of a sales meeting.

• The number of days left to close a deal.

• The time a deal has been inactive in a stage.

What does a green icon in Pipedrive signify?

• A deal has been closed.

• An activity is due today.

• A new lead has been added.

• An activity is overdue.

What should you do if a deal in Pipedrive shows a red icon?

• Ignore it.

• Celebrate the success.

• Delete the deal.

• Focus on it as it indicates an overdue activity.

How can Pipedrive assist in managing products within deals?

• By offering discounts automatically.

• By generating product reviews.

• By providing a list of competitors.

• By allowing pre-setup of products and services for easy addition to deals.