Are you someone who’s struggling to keep track of your leads and their progress in the sales process?
Do you find yourself losing potential business due to inefficient sales management?
If so, you’re not alone. Many businesses face similar sales challenges when it comes to managing their sales pipeline.
The good news is that there’s a solution: a Pipeline Management CRM.
By implementing a CRM specifically designed for sales management, you can streamline your sales process, focus on what’s truly important, and ultimately close more deals.
In this article, we’ll cover the five best pipeline management CRM solutions available today.
Whether you already have a sales process in place but feel it’s inefficient enough or someone who’s yet to implement a CRM due to budget or technical constraints, we’ve got you covered.
Bid farewell to frustration and missed business opportunities and welcome a more efficient and effective sales process. If you’re ready to take your sales management to the next level, keep reading!
5 Compelling Reasons Why a Sales Pipeline is Vital for Your Business Success
A sales CRM pipeline software might sound like just another business tool but don’t be fooled. It’s a powerful and essential component of any successful marketing strategy.
Why, you ask? Here are just a few reasons:
- Keep track of sales representatives: A well-managed pipeline enables businesses to monitor the status and accounts of each representative, ensuring that they are reaching the target market and bringing in new clients.
- Measure success: The pipeline acts as a barometer of success, revealing the worth and quality of each deal, and providing a clear picture of closed deals at every stage of the process.
- Forecast revenue: Sales pipeline is an invaluable tool for forecasting potential revenue. It highlights areas that are nearing quota or lagging, allowing businesses to make informed decisions about financial targets and marketing strategies through a CRM.
- Gain insights into financial metrics: The pipeline provides clear reports on key metrics such as the number and size of deals closed, the percentage of transactions generating profits, and the time required to close a profitable deal. This information helps businesses make better-informed decisions about resource allocation and focus.
- Simplify follow-up appointments: The sales pipeline makes scheduling follow-up appointments easy by identifying areas that require the most attention. Sales pipeline software can automate the process, ensuring that nothing falls through the cracks.
Criteria For Selecting The Best Pipeline Management CRM
It is crucial to select the right pipeline management CRM software that suits your business requirements. Here are some factors to consider when selecting the best pipeline management CRM:
Ease of Use: Ensuring Easy Navigation and Training
Consider the time it takes to learn about the CRM System you are about to implement!
Look for software with a user-friendly interface and simple navigation – this can save time, reduce training costs, and prevent mistakes.
A complicated CRM, on the other hand, can lead to frustrated team members. So, be sure to factor in ease of use when selecting your CRM to keep adoption rates high and your team engaged with your sales process.
Customizability: Complement Your Business with Easy Configuration
When it comes to pipeline management CRM, customizability is key.
You want a CRM that can be tailored to your specific business needs, allowing you to manage your sales pipeline in a way that works best for YOU.
Say you can create stages of the sales pipeline that match your specific workflow or set up custom fields according to information needs.
If your CRM is not customizable then you might end up with a bloated system that doesn’t suit your specific requirements.
Integration with Other Tools: Smooth Transition with Accommodation of Existing Processes
Select the best CRM pipeline management that can accommodate as many existing processes as possible, allowing for a smooth, seamless, and easy transition for your team.
This can help you to get rid of the need to use different tools independently and instead have all the data you need in one place.
Reporting and Analytics: Analyzing Data to Create Effective Campaigns
Reports and Analytics not just provide insights into performance and progress but also helps in identifying opportunities for improvement.
By analyzing data and generating reports, pipeline CRM can help you identify which sales are working and which can be revised.
It can also help you identify which sales process takes the longest or where the deals are likely to stall.
This information can be used to optimize your sales process.
Pricing: Finding the Right Balance Between Cost and Functionality
Well! for startups one of the most important factors that come into play while considering a CRM is the price.
Don’t go for a highly-priced CRM, that offers n number of features you don’t need. Nor go for Rs. 200 CRM, which might attract you, but fails to do the job!
Instead, try to find a balance between both- A CRM that is affordable and fits perfectly into your business needs.
Top 5 Pipeline Management CRMs in India for 2023
The success of your sales team largely depends on how efficiently you manage your leads, automate workflows, and track your team’s progress.
This is where TeleCRM comes in as one of the best CRM tools for pipeline management. TeleCRM is a comprehensive tele-calling, sales CRM, and automation application designed to enhance your sales efforts. With a plethora of features and integrations, TeleCRM streamlines your sales process and helps you achieve your sales goals.
a) Duplication handling: Tired of lead duplication? TeleCRM has got you covered! You can see the duplicate leads in the system and take action to eliminate them. This can save time and prevent sales reps from reaching out to the same lead multiple times, which can be frustrating for the customer and unproductive for your business!
b) Lead capture: A lot of time is wasted in manually managing leads from various platforms. TeleCRM enables you to capture data from all sources in one single place. As a result, you can prevent not just lead leakage but even contact leads much faster and ultimately achieve better lead management.
c) Lead distribution: A lot of your time is sucked up in manually distributing leads among callers from 15 various places.
With TeleCRM you can auto-distribute it to your sales reps so that they can contact them immediately and convince better.
d) Lead history and Tracking: With TeleCRM, you can deliver an exceptional customer experience by going through the lead history and recalling key details that prospects have mentioned. Additionally, the tool is scalable, allowing you to easily handle rapid growth and expansion by adding more team members.
a) Lead qualification: You get numerous leads daily, but that simply doesn’t mean that all of them are relevant and looking forward to buying from you. So it’s highly important to mark them based on the relevancy and interest level of the leads.
b) Lead scoring: So you called 100 prospects today! 40 were interested and 60 didn’t seem to align! But did all 40 show the same level of interest? Absolutely not. Some were highly excited, whereas some leaned towards dissatisfaction. Now wouldn’t that be wonderful if you could map the very same emotions in the CRM, so that the next time you contact, you know how much reinforcement is necessary?
That is exactly what TeleCRM’s lead scoring/rating does. You can rate the interest/ disinterest level of each lead and make your life simpler.
c) Custom lead fields: No matter what your workflow is, in TeleCRM you can set up custom lead fields according to YOUR business requirements. Say you want to capture the industry/age/gender. Map it all according to your needs, quickly categorize and better target.
3. Seamless Integration: TeleCRM integrates with various platforms, including WhatsApp Cloud API, Facebook, Mailchimp, Email, Justdial, IndiaMart, Website, Google leads/Forms, and Custom integration via API and more.
4. Workflow Automation: Automating workflows is a smart way to grow your sales team quickly. With TeleCRM, you can automatically engage leads with WhatsApp message sequences, capture website visit data, and run WhatsApp automation to close deals.
5. Real-Time Reporting and Analytics: Keeping track of your team’s progress is crucial to pipeline management. TeleCRM offers real-time reporting and analytics. It helps you implement changes to improve your sales process and drive revenue growth.
- Increased productivity with lead pipeline management and workflow automation.
- Better data security with robust features and controlled access.
- Improved decision-making with real-time reporting and analytics insights.
- Enhanced customer experience.
- Scalability for rapid growth and expansion without compromising efficiency.
- No monthly plan
- Cloud-based only, cannot work offline
- No Inventory management (can only manage payments, not billings)
- Free Plan: With limited features
- Annual Plan: ₹ 499 per user per month
- Quarter Plan: ₹ 699 per user per month
Zoho CRM is a fantastic cloud-based platform for managing customer relationships, perfect for businesses of all sizes worldwide. With omnichannel support, Zoho CRM empowers businesses to streamline processes and build strong, long-lasting customer relationships.
- Sales Force Automation: Automate routine sales, marketing, and support functions, optimize workflows, and reduce manual data entry to free up time for customer engagement.
- Lead Management: Capture leads, automate lead scoring, identify high-converting leads, and follow up with detailed contact information for more effective sales outreach, with the help of this pipeline management CRM.
- Workflow Automation: Speed up tasks like lead follow-ups and field updates by using workflows to automate them and increase team efficiency.
- Omnichannel: You can interact in real-time with customers and prospects across channels such as website browsing, email, and social media, and receive notifications for brand interactions.
- Reports: This pipeline management CRM helps you access real-time reporting for insights into sales trends, marketing campaigns, activity reports, and team performance, allowing you to make data-driven decisions.
- Zoho Marketplace: You can also Integrate third-party applications such as Google Drive, DocuSign, MailChimp, Google Ads, and more with Zoho CRM. It enables you to streamline your workflows and increase productivity.
- Offers a free plan with basic features
- Affordable pricing plans with automation available on all plans
- Multiple integrations with third-party apps and tools
- Provides a mobile app for on-the-go access
- Offers a 30- to 45-day money-back guarantee for all plans
- Advanced AI features are only available on higher-tier plans
- Limited custom fields for data management
- No integrations available for the free plan
- Free Version: Supports up to 3 users
- Standard: $14 per user per month
- Professional: $23 per user per month
- Enterprise: $40 per user per month
- Ultimate: $52 per user per month
HubSpot CRM is a sales-focused software designed to revolutionize how sales teams work.
The software was built with the modern world in mind, and it’s all about helping users get up and running quickly and start selling right away. With HubSpot CRM, you no longer have to worry about manual work or mundane tasks that eat up your valuable selling time.
- ROI Analytics: It provides a comprehensive set of analytics tools to measure your performance as a business, track marketing trends, and determine their return on investment.
- Lead Capture Tools: HubSpot CRM offers various lead capture tools, including forms, landing pages, and ad management tools, to help businesses convert website visitors into high-quality leads.
- Automation Tools and Workflows: The automation tools and workflows make it easier for businesses to engage with customers and leads. The automation continuously interacts with leads and customers, sending relevant content and notifications based on their behaviour.
- Reporting and Analytics: This pipeline management CRM enables businesses to create reports quickly and easily and allows them to forecast sales revenue based on marketing trends and historical sales data. This helps companies to make informed decisions and adjust their strategies accordingly.
- Customer Support Portal: It also provides a customer support portal enabling you to maintain good relationships with its customers. Customers can place orders, view their histories, and explore the knowledge base. Moreover, you can answer customer inquiries and solve post-service issues.
- Integrations: The software integrates with popular tools such as Gmail, Google Calendar, Outlook for Windows, Apple Mail, and Google Drive. This allows you to stay up-to-date and access important details without having to log in to their CRM system.
- The core CRM software is offered for free.
- Real-time notifications are available for lead behaviours.
- Personalized email sequences can be created for both leads and existing customers.
- The templates are difficult to customize
- The per-user plans can become costly for small businesses.
- Only one email can be sent per contact.
- The free plan allows for up to 1,000,000 contacts and an unlimited number of users.
- Starter plan: $50/month or $600/year
- Professional plan: $1780/month or $19200/year
- Enterprise plan: $4000/month or $48000/year
Pipedrive is an innovative web-based Sales CRM and pipeline management solution that helps businesses quickly organize and plan their sales activities. Its activity-based selling methodology simplifies every step of the sales process, from identifying potential leads to closing successful deals.
- Automation: Say goodbye to tedious busy work with Pipedrive’s task automation, one-click contact data collection, webhooks, open API, and AI-powered sales assistant.
- Customization: Tailor your sales processes to your business needs with customizable pipelines and keep your team on track with ease.
- Email and communications: Simplify your communication efforts and effectively move leads through the sales funnel with the pipeline management CRM’s smart features for email and messaging.
- Insights and reports: Uncover winning patterns, optimize your workflow, and forecast revenue with Pipedrive’s customizable sales reports and visual dashboards.
- Lead management and generation: Boost the number and value of deals in your pipeline and reduce the time it takes to close a deal with Pipedrive’s lead management and generation features. These include Leads Inbox, Web Forms, Chatbot, Live Chat, Prospector, Web Visitors, and more.
You can set individual, team, and company-wide goals, and track sales performance with real-time metrics. You can also share your most important reports and KPIs in a centralized location for sales analytics. Say goodbye to the hassle of using spreadsheets and hello to actionable insights that drive results.
- Integrations: Video calls, lead generation, phone solutions, and customer assistance are just a few of the tools you can sync Pipedrive with. With more than 300 Marketplace CRM integrations, Pipedrive easily connects to popular services like Xero, Trello, Asana, Slack, and many others.
- Priced reasonably, paid plans are affordable
- Unlimited customizable sales pipelines
- All plans come with a machine learning-powered sales assistant
- API access allows for full customization
- Workflow automation included in most plans
- Most plans have a built-in telephony feature
- There is no free plan offered
- Limited custom fields and reports on most plans
- Phone support is only available on the highest-tier plan
- Essential: US$9.90 per user per month, billed annually.
- Advanced: US$19.90 per user per month, billed annually.
- Professional: US$39.90 per user per month, billed annually.
- Enterprise: US$59.90 per user per month, billed annually.
Salesforce Sales Cloud is a cloud-based CRM application provided by Salesforce that can benefit businesses at any growth stage. With Sales Cloud, building and maintaining strong customer relationships is made more accessible, ultimately leading to more successful deals. Sales Cloud can help you achieve your sales goals, whether you’re just starting or striving for expansion.
- Process Automation: With Salesforce CRM software, you can employ Visual Workflow to automate any process with just a few clicks. The flexible approvals processes make it easy to keep things moving smoothly.
- Lead Management: With this pipeline management CRM, you can track your leads from start to finish and optimize your campaigns across channels. This means you can make smarter decisions about where to put your marketing dollars and get the results you want.
- Reports and Dashboards: Their dashboards give you a quick overview of your business at a glance. And with detailed reports that anyone can create, you can dig deeper into your data to find the insights you need. Plus, you can access your reports and dashboards from anywhere!
- Einstein Analytics allows you to connect to the Community, Service, and Sales Clouds with embedded dashboards. With Einstein Analytics, you can uncover service insights and complicated sales with business intelligence.
- Integration: Salesforce CRM software can be integrated with other CRM platforms to make it even more powerful. What’s more? Take things to the next level by utilizing third-party applications such as Dropbox, Google Cloud, MailChimp, QuickBooks, WhatsApp, LinkedIn, and LinkedIn.
- With three different CRM products, Salesforce offers options for every business need.
- Salesforce has fantastic reporting tools that allow you to monitor your sales performance easily.
- You can have unlimited contacts across all paid-for plans.
- Cheaper plans do not come with Salesforce customer support.
- The cost of Salesforce can be high compared to other CRM options.
- Because of the many customization and automation options, setting up Salesforce to match your business’s specific needs can be time-consuming. It may require training for your in-house administrators.
- Essentials: $25 per user per month
- Sales Professional: $75 per user per month
- Service Professional: $75 per user per month
- Marketing Cloud Account Engagement: $1,250 per user per month
Is Pipeline Management CRM Worth the Investment?
Alright, here’s the deal: Investing in a CRM system comes with a cost, but don’t let that scare you away. Trust me, if you’re looking to take your business to the next level, a CRM is worth it.
Sure, your business may still be able to survive without it, but why settle for just surviving when you can thrive?
With a Pipeline Management CRM, you can streamline your processes, keep track of multiple pipelines, and predict revenue. You can also identify areas for improvement, get a quick overview of your customers, and increase sales while cutting down on expenses.
So, if you’re ready to generate pipeline reports and take your business to the next level, a CRM system is the way to go.
Still not convinced
I understand that you are super busy, and drastic changes don’t happen in any business overnight.
Here’s a simple 3 step process that you can use to get started without any commitment.
- Identify what changes you want to implement in your process.
- Get on a call with our consultant and let him help you figure out if TeleCRM is the right choice for you to implement those changes.
- Give it a try for 1 or 2 days and see the difference for yourself.
Book a free demo
See TeleCRM live in action
Pipeline management is essential to any company’s progress in today’s bustling business world. Choosing the best pipeline management CRM is critical to accomplishing your objectives.
We at TeleCRM are dedicated to your success and are aware of pipeline management’s difficulties. You will be able to handle your pipeline more successfully than ever with our cutting-edge CRM software.
Our user-friendly platform is made to speed up transaction closing by streamlining your sales process. You will have complete visibility into your pipeline and be able to make data-driven decisions thanks to the robust analytics and reporting features.
We also provide excellent customer support to help you make the most of our software. Our team of professionals is accessible around-the-clock to assist you with problem-solving and to respond to any queries you may have.
So don’t wait to contact us if you’re ready to advance your pipeline management. With our assistance, you can maximize your sales potential and accomplish your company objectives. We’re dedicated to your achievement at every turn.