Pipedrive is a popular Customer Relationship Management (CRM) tool that helps businesses track leads, deals, and sales activities. While Pipedrive offers a variety of communication channels, including email, phone, and chat, texting has emerged as a powerful way to connect with customers and prospects. In this article, we’ll explore the benefits of Pipedrive texting and provide tips on how to get started with this feature.
The Benefits of Pipedrive Texting
Texting has become a ubiquitous communication channel in our personal lives, and it’s now gaining traction in the business world. Here are some of the key benefits of using Pipedrive texting:
Instant Communication
Text messages are usually read within minutes of receipt, making them a fast and efficient way to communicate with customers and prospects. This is especially important for sales teams who need to move quickly and keep deals moving forward.
Increased Engagement
Studies show that people are more likely to respond to text messages than other forms of communication, such as email or voicemail. By sending texts through Pipedrive, you can increase engagement with your leads and customers and build stronger relationships.
Enhanced Personalization
Texting allows you to communicate with customers in a more personal and conversational way. You can use their first name, reference previous conversations or interactions, and provide tailored responses to their specific questions or needs.
Getting Started with Pipedrive Texting
If you’re ready to start using Pipedrive texting, here are the steps to get started:
Step 1: Set Up Your Number
The first step is to set up the phone number that you’ll use for texting within Pipedrive. This can be either a new number or an existing one. To do this, go to “Settings” and then “Phone Numbers” in Pipedrive. From there, you can add a new number or link an existing one to your account.
Step 2: Enable Texting
Once you have your number set up, you’ll need to enable texting within Pipedrive. To do this, go to “Settings” and then “Activities.” Under “Activity Types,” you should see an option for “Text.” Enable this option to add texting as a communication channel within Pipedrive.
Step 3: Send Your First Text
Now that you have texting enabled, you can start sending text messages to your leads and customers. To do this, open the contact or deal that you want to text and click on the “Text” button. From there, you can type your message and hit send.
Tips for Effective Pipedrive Texting
Now that you know how to use Pipedrive texting, let’s explore some tips for making the most of this feature:
Be Personal
As mentioned earlier, texting allows you to communicate in a personal and conversational way. Use this to your advantage by addressing the person by name, referencing previous interactions, and providing tailored responses to their questions or needs.
Be Concise
Text messages are meant to be short and to the point. Keep your messages brief and focused on the key information that you want to convey. This will help ensure that your messages are read and responded to quickly.
Be Timely
Text messages are meant to be a fast and efficient way to communicate. Make sure that you respond to incoming texts promptly and don’t keep your customers waiting.
Avoid Spamming
While texting can be a powerful communication channel, it can also be annoying if used improperly. Avoid sending too many texts or bombarding your customers with irrelevant information. This can damage your relationship with them and hurt your sales efforts.
Conclusion
Pipedrive texting is a powerful feature that can help you connect with customers and prospects more effectively. By leveraging this communication channel, you can increase engagement, enhance personalization, and move deals forward faster. By following the tips outlined in this article, you can make the most of Pipedrive texting and take your sales efforts to the next level.