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Pipedrive for Financial Services is Pipedrive tailored to the needs of your financial institution. Learn how a CRM solution boosts your sales, and why so many of the fastest growing and most efficient financial institutions rely on Pipedrive for Financial Services.
Learn how a CRM solution boosts your sales and why so many of the fastest growing and most efficient financial institutions rely on Pipedrive for Financial Services. Pipedrive for Financial Services is Pipedrive tailored with the right technology for your financial institution with hand-on dedicated support and professional services.
average increase in close rate after users’ first year
CRM in software Reviews’ Data Quadrant 2018 and 2019
worth of closed deals for 90,000+ companies
seconds or less customer support response time
Star rating for ‘ease of use’ by Capterra
Used by over 90,000 companies in 179 countries
Financial institutions of all sizes are using Pipedrive for Financial Services. Leaders in banking like Umpqua Bank, South State Bank, and BBVA. Insurance agencies like The Insurance Center. Leasing companies like Financial Pacific Leasing. Fintechs like Shore Funding Solutions. As well as SBA lenders, mortgage lenders and financial advisors all over the world.
Your CRM initiative needs to include technology, but it should not be about technology. You will need the support of the right people and professional services.
Performance Insights, in partnership with Pipedrive, has tailored Pipedrive for financial institutions by adding additional technology, professional services, and people with decades of experience in financial services.
The Pipedrive data platform integrates and automates your entire sales stack and adds these additional capabilities:
Our results-driven team of experienced professionals with hundreds of CRM installations with financial institutions:
Nick has been working with financial institutions for over 10 years. He has installed hundreds of CRM systems. Nick manages a team of software developers, Pipedrive Masters, systems integrators and support team members.
Our clients are assigned a dedicated team of Pipedrive Masters to guide them through the entire process from design, configuration, systems integration, training and on-going support.
With hundreds of installations over two decades with the world’s most demanding and prestigious financial institutions, our Pipedrive Masters know how to make your CRM initiative successful by sharing ideas!
Our Pipedrive Masters are setting New Performance Standards & Customer Satisfaction by delivering results.
Time-to-Launch
Pipedrive users report that their installation and training was 100% on time.
50% of installations are in less than one week.
Sales Goal Attainment
Pipedrive users report a 36% increase in goal attainment compared to before using Pipedrive.
Total Cost of Ownership
Pipedrive users report 62% less TCO than their previous CRM system.
Employee Engagement
Pipedrive users report that their employees are more engaged, and they have 78% greater utilization than their previous CRM system.
ROI
On average, Pipedrive users report a 100% ROI in the first six months.
Customer Relationship Management (CRM) is essential to succeed in today’s exciting but challenging marketplace. Those who master the use of CRM software can vastly improve their win rates and overall sales velocity far surpassing competitors. Pipedrive for Financial Services’ data platform integrates the entire sales stack and provides the following benefits:
Automated Custom Reports, Dashboards and Analytics
Simplify processes through the elimination of all spreadsheets. This includes sales reports, loan origination reports, credit administration dashboards and machine learning customer analytics.
Integrated Sales Stack
The integration of sales, marketing, loan origination, credit and finance processes allows everyone in the organization—from a frontline sales person to board of directors—to use the same accurate data and the metrics that matter to make critical decisions.
Focused Goals
Everyone is focused on ‘what’s important’ instead of arguing about ‘who’s right’.
Increased Confidence
Frontline sales managers are managing and coaching with more confidence.