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.
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.
Everyone is focused on ‘what’s important’ instead of arguing about ‘who’s right’.
Frontline sales managers are managing and coaching with more confidence.