Being a financial broker is no easy task. The competition and fast pace of the job plus its meticulous demands leave many activities on your plate as you aim for smooth business operations.
The result? Important but time-consuming tasks become a burden such as creating reports and tracking operational figures. This is worrying because being able to track your performance helps you identify areas to improve on, which in turn fosters growth.
You're not alone. Many other financial brokers have this problem as well, mostly due to the manual admin needed to get proper data and the lack of any free time.
Fortunately, there’s help for you!
Introducing, Pipedrive Insights — a tool that will make you ‘Superman’ in the financial sector. Pipedrive Insights is a Pipedrive CRM feature that helps you create reports showcasing the overall performance of your business. Say you started the month with a number of open deals. You can use Pipedrive Insights to create reports about the deals’ performance (how much you started with, and how much was won or lost).
It gets more exciting.
Pipedrive Insights also offers a dashboard with interactive tables, graphs, and charts, designed to ensure you have all the relevant data at your fingertips.
The ability to take stock of what’s working and what needs to be scrapped or modified in business operations is what helps companies and employees hit their goals and periodic targets.
So, whenever you seem to be falling behind on your monthly or quarterly goal, it might be because you’re not seeing the full picture of the specific details you should be working on, overhauling, or eliminating completely. This is what Pipedrive Insights aims to help you address.
With this tool, you can create the following:
Let’s take a closer look at each of these below.
The last thing you need on top of your workload as a financial broker is more stress. And more stress can present itself as disorganised data. The good news is, that’s not the case with Pipedrive Insights. To back this claim, here’s an image showing a sample of Pipedrive Insights activity performance charts, clearly and accurately presented.
Looking at your performance data organised as in the image above, it becomes easy to spot areas that need improvement.
When you run campaigns to reach people, you generate a number of leads. But how many of them do you actually convert? This is what the conversion reports tell you. It shows the lead-to-deals conversion rates and also tells you how often the conversion happens.
This metric — conversion rate — is important because it tells you how effective your marketing efforts are. At a single glance, you can identify which channels have the highest conversion rate and make data-driven marketing decisions.
Imagine not having to do any work to get an accurate estimate of your future revenue. Pipedrive Insights Revenue Forecast Reports does all the work for you. It gives you insights into deals you have closed, the ones you need to close, and forecasts a reliable and accurate estimate of your revenue for your financial year.
The ability to precisely forecast revenue will help you make informed decisions. For example, if you need to employ a new staff member, you can easily determine how much salary you can offer based on your business's financial outlook.
Also, this feature will help you decide if you need more people to take out loans to meet your target revenue for your financial year.
Begin the journey of your business's growth with Pipedrive Insights as your sidekick. Pipedrive Insights gives you the opportunity to create reports that turn the time-consuming process of tracking your business's performance into a stress-free task.
So, are you ready to get started? We can help you settle in. We're an elite-level Pipedrive partner with relevant expertise in the financial sector. Hence, we can assure you that Pipedrive Insights is the right tool for you. You've read about how it is helpful to you, but also let us show you how. Reach out to us and one of our experts will gladly offer a demonstration based on your specific business needs.
We also have a special Pipedrive package specifically designed for the financial industry. You can get a feel of how it works by starting your free 21-day extended trial.
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The ability to stay organised, keep clients and referrers informed, and hit key deadlines is crucial to growing any finance business. Without a streamlined system in place, missed opportunities, wasted time on repetitive tasks, and inconsistent communication can lead to lost revenue.
Integrating Pipedrive with your other business tools is one of the easiest ways to boost your productivity, improve data accuracy, and streamline your processes. Whether you’re just getting started or need help with a custom solution, Motii is here to guide you through the process.
