CRM Lauded for SMB Offering, Ideal for Digital Leaders Reinventing Operations and Transforming Business Models

Pipedrive, the leading CRM for sales and marketing teams, announced it was named to the Constellation ShortList™ for Sales Force Automation in Q1 2021. The technology vendors and service providers included in this program deliver critical transformation initiative requirements for early adopter and fast follower organizations.

“Our analysts have a pulse on what’s working, what’s not and are constantly in touch with other buy side executives. The ShortList™ does this in the most efficient and effective manner.”

Pipedrive was heralded as a best-of-breed vendor for SMBs; its solution provides sales and marketing teams a number of features that support the automation of sales processes:

• Workflow automation is a powerful tool that makes it easy for salespeople to send automated emails; set up standard automated tasks; move deals automatically through the pipeline; and set follow up reminders. Automations are triggered based on sales teams’ actual actions, so no opportunity falls through the cracks.
• Leads automation vets web visitors and feeds new, quality leads straight into the sales pipeline.
• Automated tracking and reporting with customizable interactive sales dashboards for various sales metrics, including sales performance, conversion, duration, progress, and sales activities.
• Automated tools that support remote sales, such as Sales Docs and eSignature – a toolset that streamlines and automates how sales teams create, send, manage, and sign sales-related documents.

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“Automation is one of the main benefits of using a CRM. A sales rep’s day is packed with an average of 94 activities, the majority of which are repetitive tasks, like manually sending emails to leads or follow up activities, which can increase the chance for human error. Using automation helps streamline the sales process, so that salespeople can focus on what matters most – building and strengthening human relationships,” said Krishna Panicker, VP of Product, Pipedrive.

“As leaders adjust to a compressed state of digital transformation, they want to know which vendors matter the most based on technology investment, use cases, strategic vision, customer value, executive leadership and price,” noted R “Ray” Wang, chairman and founder at Constellation Research. “Our analysts have a pulse on what’s working, what’s not and are constantly in touch with other buy side executives. The ShortList™ does this in the most efficient and effective manner.”

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Constellation Research advises leaders on leveraging disruptive technologies to achieve business model transformation and streamline business processes. Products and services named to the Constellation ShortList meet the threshold criteria for this category as determined through client inquiries, partner conversations, customer references, vendor selection projects, market share and internal research. The portfolio is updated at least once per year as the analyst team deems necessary based on market conditions.

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