CRM Development for a European production company

Project assumptions

Pipedrive CRM deployment:
- A production company. Hiring over 50 people. 
- Implementation of Pipedrive for 3 people
- Sales process is in ERP. Data has to be moved.
- No training for the team

The goal of the project

1. Keep the process under 2 weeks
2. Help customer to learn as much as possible
3. A European group where the customer is united is planning to start using a CRM. They will need several months to make a decision which CRM should be used. Another several months will be used to set up the system. Customer cannot wait. They need automation of the process.

What problem did the client struggle with

1. Lack of time
2. Lack of knowledge where are bottlenecks in his current workflow
3. No forecasting
4. Not using numbers in making decisions
5. Losing sales with customers not ready to buy now. They will become ready in several months. Customer up today did not have a system to get back to them. And to build a business relationship
   

Project scope

1. Connect Wordpress form with Pipedrive
2. Install chat na Wordpress site. Chat should be connected with CRM
3. Import customers
4. Set up pipes
5. Training for company owner

Description

- All organizations are assigned to one person. It will be easy to filter them.
- To create users, you need to enter their emails. Then the system will send an invitation. After accepting it, the user becomes active in the system.
- At the moment, users, as assigned to the organization, are created as a label. It is enough to filter by labels and then you can change the owner for the organization data with a collective action.
- I have also moved the email and phone number - please select all my organizations and in the collective actions tick​​ so that the system will clear the field with the phone and​/​or email

I have provided some filters​​ to help with your browsing:
- an organization without an ERP number 
- organization without email

I checked and the system does not see duplicates in Organizations:
Unfortunately, that doesn't mean they don't exist. Only the system can't find them.
Of course, some of the organizations would get www, e.g. Gmail.

Additional tasks to be completed

• Applying corrections reported by the client
• Demonstration of the finished system
• User configuration

Short introduction of the technology

• NoCode was used - chat creation and contact form for Wordpress
• SQL to clean data and prepare for import
• Zoom for meetings

Summary

• Satisfied customer
• After 3 hours of training the customer said: I do understand this system. 
• And he started working with his customers in the system. Making notes and new appointment, moving deals through Pipes

Benefits of such project (for the client)

• The customer has a tool to measure and improve his process
• Company has one source of truth
• Time savings and less errors on manual work

Keys to success in the project

• Communication with customer
• Understanding the needs
• Align with the communication channel and best time to get in touch
• Keep promises
• Report blockers and obstacles
• Bring solutions not problems
• Always stay curious and learn something new