Are you looking for a CRM that simplifies your sales process and helps you close more deals? Pipedrive is a popular choice for sales teams of all sizes, known for its visual pipeline management and ease of use. The best way to understand if Pipedrive is right for you is to see it in action. This article will guide you through what to expect from a Pipedrive demo, how to access it, and how to make the most of your trial experience.
What Can You Expect from a Pipedrive Demo?
A Pipedrive demo, typically accessed through a free trial, gives you hands-on experience with the platform’s key features. You’ll be able to explore a pre-populated account (or start with a blank slate) and see how Pipedrive can streamline your sales workflow.
Key Features Showcased:
- Visual Pipeline Management: Pipedrive’s signature feature is its visual pipeline. You’ll see how deals are represented as cards that move through different stages of your sales process (e.g., Lead In, Contact Made, Demo Scheduled, Proposal Sent, Won/Lost). This drag-and-drop interface makes it easy to track progress and identify bottlenecks.
- Lead Management: The demo will show you how to add new leads, qualify them, and assign them to team members. You’ll see how to track all communication with leads, including emails, calls, and notes.
- Email Integration: Pipedrive integrates seamlessly with popular email providers like Gmail and Outlook. You’ll see how to send and track emails directly from Pipedrive, keeping all your communication in one place.
- Reporting and Analytics: Explore Pipedrive’s reporting dashboards to see key metrics like sales performance, conversion rates, and deal velocity. You’ll get a sense of how Pipedrive provides data-driven insights to improve your sales strategy.
- Sales Automation: Discover how to automate repetitive tasks, such as sending follow-up emails, creating activities, and updating deal stages. This frees up your sales team to focus on building relationships and closing deals.
- Activities and Tasks: See how to schedule and manage activities (calls, meetings, tasks) related to your deals and contacts.
- Mobile App: Although you are accessing through website, you can learn that they have mobile app.
Hands-On Experience: Trying Pipedrive Yourself
The best part of the Pipedrive demo is that it’s a fully functional free trial. You can add your own leads, create your own pipelines, and test out the features with your own data. This gives you a realistic understanding of how Pipedrive would work for your specific business needs.
What a Demo Won’t Show:
It’s important to be realistic about what a short demo or free trial can show. You likely won’t see:
- Long-Term Results: It takes time to see the full impact of a CRM on your sales performance.
- Full Customization: While Pipedrive is highly customizable, you might not explore all the advanced customization options during a short trial.
- Integration with All Your Tools: While Pipedrive offers many integrations, setting up all your integrations might take more time than the trial period allows.
- Team Collaboration Features: Fully experiencing how a sales team interacts using this CRM.
How to Access the Pipedrive Demo (Step-by-Step)
Getting started with the Pipedrive demo is quick and easy. Here’s a step-by-step guide:
- Go to the Pipedrive Website: Visit the official Pipedrive website (www.pipedrive.com).
- Click on “Try it Free” or “Start Free Trial”: Look for a prominent button or link that says “Try it Free,” “Start Free Trial,” or similar wording. This is usually located in the top navigation bar or on the homepage.
- Enter Your Email Address: Provide your work email address.
- Create a Password: Choose a strong password for your Pipedrive account.
- Provide Company Information: You may be asked to provide some basic information about your company, such as its name and size.
- Start Your Trial: Follow the on-screen prompts to complete the signup process. You’ll typically be taken directly to your Pipedrive dashboard.
That’s it! You now have access to the Pipedrive free trial, which usually lasts for 14 days.
Making the Most of Your Pipedrive Demo
To get the most value from your Pipedrive trial, follow these tips:
Explore the Visual Pipeline:
Spend time moving deals through different stages of your pipeline. Get a feel for the drag-and-drop interface and how easy it is to update deal status.
Add Some Sample Leads:
Add a few sample leads or contacts to see how Pipedrive manages customer information.
Test the Email Integration:
If you use Gmail or Outlook, connect your email account to Pipedrive and try sending and tracking emails.
Create Some Activities:
Schedule some calls, meetings, or tasks to see how Pipedrive helps you stay organized.
Check Out the Reporting Dashboards:
Explore the reporting dashboards to see the types of insights Pipedrive can provide.
Use Pipedrive’s Resources:
Pipedrive has a comprehensive help center with articles, videos, and tutorials. Take advantage of these resources to learn more about specific features.
Pipedrive Demo vs. Salesforce Demo and HubSpot CRM Demo
When choosing a CRM, it’s helpful to compare your options. Here’s a brief overview of how the Pipedrive demo experience compares to two other popular CRMs:
- Pipedrive: Known for its ease of use and visual pipeline. The demo is readily accessible through a free trial, making it easy to get started. The focus is on simplicity and core sales features.
- Salesforce: A much larger and more complex CRM, suitable for large enterprises. Salesforce offers a demo, but it’s often a guided demo with a sales representative, rather than a fully self-service trial. It can be overwhelming for smaller businesses.
- HubSpot CRM: HubSpot offers a free CRM with a generous free plan. The demo experience is also easy to access, and HubSpot is known for its marketing automation features in addition to its CRM. It is positionated in the middle of Pipedrive and Salesforce.
The best choice for you depends on your specific needs and budget. However, Pipedrive’s easy-to-access free trial makes it a great starting point for many businesses.
Conclusion
A Pipedrive demo is the perfect way to experience the power and simplicity of this popular sales CRM. With its visual pipeline, intuitive interface, and powerful features, Pipedrive can help you streamline your sales process and close more deals. The free trial makes it easy to get started, so you can see firsthand if Pipedrive is the right fit for your business.