Connect your Pipedrive account with Dataflo and easily visualize KPIs like average deal value, leads archived, leads and deals overview, deals won by owners and more.
Pipedrive is a sales and project management tool with features for managing contacts and scheduling tasks and appointments to help users manage their workflows more efficiently.
Learn how Pipedrive integration with Dataflo helps you generate actionable reports.
Here are a few specific reasons why Dataflo is a top choice for many businesses
The goal of attribution is to identify which marketing tactics are driving sales or conversions. It involves analyzing the various touchpoints a consumer encounters on their path to purchase. By using the paid attribution template in Dataflo, marketers can view the breakdown of their channel, source, and campaign levels. This helps them understand the performance, behavior, and conversion data pulled from ads, Google Analytics, and CRM and visualize how these factors contribute to their overall success
It is crucial to have the entire sales process outlined in one view so a salesperson can quickly see how many leads have been generated, deals created, and how many have won or lost from them. In Dataflo, the drill-down view of the metrics leads and deals allows the salesperson to have a holistic view of the entire sales cycle—helping them improve their overall performance by better managing the flow and prioritizing prospects at each stage in the cycle.
To succeed in business, you need leads. However, not all leads are the same: depending on a potential customer’s level of interest, they can be classified as cold (not shown any interest ), warm (someone likely to buy), or hot (likely to buy immediately). In Dataflo, the Leads by Label metrics built-in bar chart helps you categorize leads according to the prospect’s level of interest in your product or service. In this way, leads can be managed more effectively.
Connect your Dataflo Pipedrive dashboard with slack to get instant notifications whenever you hit the target.
Schedule and configure the key metrics you want to measure and get a daily, weekly, or monthly report on your slack.
Tracking is easier than ever with our Slack integration. We send your progress right to your Slack channel.
Slash commands option allows viewing the metric of your choice directly from your slack workspace.
Datafo allows you to view and analyze data over a specified time period. Selecting a time range—for example, the last month or month-till-date, year-till-date—will give you insight into how your data has changed over time. This can be useful for identifying trends, patterns, and changes in the data and can help you make more informed decisions based on your analysis
Dataflo allows you to track and analyze metrics and data related to your business or organization. It allows you to collaborate with your team by leaving comments and tagging team members on specific metric cards. This enables real-time data conversations and collaboration within your team.
A Lead s a person or organization a user interacts with as part of their sales or project management efforts. For example, a lead can be a potential customer, a current client, or a business partner.
When a deal is opened, a potential customer has shown interest in your product or service but wants to be convinced before making their decision.
When a deal is won, it means that it has been successfully closed and the customer has agreed to purchase the product or service, typically indicating the end of the sales process.
