As the Sales and Marketing Director of Pinewood Structures, Peter Keogh needed a CRM system that would help him clearly understand how the business was performing. He’s tasked with managing a team of salespeople to consistently grow revenue but realised that their current system wasn’t fit for purpose and was holding them back. Peter’s challenge was that they were stuck using an old and outdated CRM where it wasn’t easy to get the data he needed for reports and sales forecasts. Information and processes weren’t documented, instead they were landlocked inside of people’s heads. It was important for him to find a way to systemize the sales process in a CRM so that the team had a single source of truth. Pinewood Studios used my service to help get their business up and running on Pipedrive.