A recent survey from Pipedrive revealed that 68 per cent of sales people find meeting scheduling time consuming and too complicated. As a result, Pipedrive recently launched a new feature to their portfolio - Pipedrive Scheduler - which aims to automate and simplify the process of scheduling meetings. The survey also indicated the critical importance of scheduling as a sales activity, as 63 percent of respondents schedule meetings on a daily basis. Yet, the back-and-forth can often be the friction that costs a deal.
So how does it actually work?
The new feature has been specifically designed to schedule and confirm sales meetings enabling sales people to propose and set a meeting quickly based on general calendar availability or a specific one-time meeting slot. Users can set recurring meeting types, durations, notes, URLs or many extra fields for the recipient to easily fill out.
Once meetings are scheduled, confirmation emails are sent to both parties, and calendars are automatically updated. If an opportunity comes up at short notice, the tool is also ideal to find and share available time slots outside of a usual work schedule.
In addition to Pipedrive Scheduler, the company announced virtual assistant functionality with Google Assistant, and invoicing with Xero. The features further reduce administrative burden, and free up sales professionals to focus on closing deals. These include:
Pipedrive with Google Assistant Now Available to help Sales People On the Go
For sales professionals on the go, Pipedrive Voice Commands with Google Assistant is now available. This functionality supports critical administrative tasks for sales people - whether driving, walking or simply tired of typing notes. It assures no sales action falls through the cracks. Pipedrive can now execute common tasks hands-free, such as checking upcoming activities, scheduling calls, adding notes to activities, and setting follow-up activities to assure prospects advance through the sales pipeline.The tool is available for use with all Pipedrive packages.
Xero Integration Generates to Assure Invoicing
Pipedrive’s new Xero integration can generate invoices based on information already held within a Pipedrive account, with invoices fully tracked within Xero’s popular management software - allowing a user to oversee their incoming revenue when closing Pipedrive deals.
After simple activation from the Pipedrive Marketplace, users can create invoices from their Deal Details view in Pipedrive, approve and send those invoices from within Xero, and track the invoice status also in Pipedrive.
In response to this announcement, Vinay Ramani, Pipedrive’s Chief Product Officer, commented, “These latest tools were built by our in-house development teams, and are nice examples of how we optimize the sales process in ways that free up valuable time for the salesperson and prospect, plus increase control and accuracy. The application possibilities for AI and sales are huge – most notably to qualify stronger leads and build data-driven action plans for Pipedrive users”.