Salespeople rely heavily on phone calls to keep their workflow moving smoothly. Whether it’s following up with leads, closing deals, or keeping clients updated, being able to make and track calls efficiently is crucial.
With Pipedrive CRM, you can easily Making Calls and Logging manage calls right from the web app or while you’re on the go with their mobile app. This means no matter where you are, you can stay connected and keep your sales process running seamlessly.
In this blog, we will understand how to make and log calls using Pipedrive and explore some powerful telephony integrations that can further enhance your sales process.
Calling from the Pipedrive Mobile App
Whether you’re using an iOS or Android whatsapp marketing service device, Pipedrive’s mobile app is designed to keep things simple and efficient so you can manage your calls while staying organized.
Caller ID on iOS
The iOS app also includes a Caller ID feature, which displays the caller’s name along with the linked organization as long as their number exists in Pipedrive under an existing contact.
It’s important to note that Caller ID will only work for numbers that include country codes.
Enable the options as needed to Making Calls and Logging keep track of your calls.
Note: To install the Pipedrive mobile app, your Android device must be running Android version 9+ or higher.
Calling with WhatsApp
If you prefer using WhatsApp for your sales calls, you can set up the Pipedrive mobile app to make calls directly through the WhatsApp application.
Go to More > Preferences > Call Integrations and choose WhatsApp to set it as your default calling method.
Make sure WhatsApp is already installed on your device so you can use this feature to make calls.
Calling with JustCall
For Pipedrive users on Android who use JustCall for their phone calls, you can easily set up the Pipedrive mobile app to make calls through JustCall.
This setup allows you to manage your calls using JustCall while the 5 phases of blogging to get an immortal log still keeping everything connected within Pipedrive.
By addressing these potential issues, you should be able to resolve any errors and successfully make calls using Pipedrive.
Pipedrive’s Calling Integrations: Boost Your Sales Efficiency
Pipedrive offers over 30 powerful calling integrations through its Marketplace, designed to streamline your sales calls and help your team stay focused on building relationships.
With these integrations, you can automatically record buying house b and log calls, store contact details, and update lead positions in your sales funnel, all while keeping the conversation flowing smoothly. Here’s a quick overview:
Make Sales Calls Directly from Pipedrive: Sales reps can call directly from Pipedrive, saving time on searching and dialing. With web-to-mobile calling, you can transfer contacts to your phone and call them on the go.
Record and Store Calls: Integrations like Kixie and Aircall let you record calls automatically. This helps you revisit conversations, catch important details, and improve your sales techniques.
Automatic Call Tracking: Integrated apps automatically log calls as activities, helping you keep track of when and how often prospects were contacted so no opportunity is missed.
Maximizing Productivity with Call Center CRM Integrations
Pipedrive’s call center CRM Making Calls. Logging integrations simplify communication by automating tasks like call logging, contact management, and lead tracking.
Pipedrive integrates with a variety of telephony, live chat platforms, and other tools to expand your CRM’s capabilities. You can connect with key integrations like Live Chat, Microsoft Teams, Front, LinkPort, and EasyCalendar.
How to Start Logging Calls with Pipedrive?
Logging your calls in Pipedrive helps you keep track of all communication and follow-up tasks efficiently. Here’s how it works:
Start by enabling the call logging feature to capture details and notes after every call.
Conclusion
Pipedrive makes managing and logging calls simple and efficient, helping you keep your sales process running smoothly. With automatic call logging, you can maintain detailed records of every interaction and schedule follow-ups effortlessly.