Tasks:

Setting up analytics and reports,

Integrating CRM with email,

Defining initial CRM setup,

CRM audit and defining areas of improvement,

Review the lead workflows and navigate system,

Initial meeting with you to get details of the project.

These are the tasks that she found to be done in the Custom App:

- Bugs while creating a new trainer to be fixed

- E-sign integration for Document Sign to be completed

- Templates for Documents to be uploaded

- Bugs in the flow for triggering emails to be fixed

- UI​​/​​ UX clean up to be done

In this project, we implemented the CRM system from scratch. We adjusted the individual elements of the system so that the implemented software met all customer specifications. The project was completed in less time than expected. The implementation of the tasks set at the beginning took less than 27 hours.

Scope:

Business process analysis,
Implementation and configuration of Pipedrive CRM,
Creating separate sales funnels (seller/buyer)
Creation of a dedicated application on Azure,
Designing Pipedrive forms automation,
Integration with lead sources,
Integration with GSuite,
Integration with Caller.

SUMMARY

Leading UAE cloud technology provider

Specialize in the retail and hospitality industries

Assist businesses to migrate to modern technology solutions

Represent some of the world’s biggest cloud technology systems

CHALLENGE

Wanted small but effective improvements, not wholesale changes

Clouds cape has a lot of experience with Pipedrive

They implement complex cloud solutions- externally tech-savvy

Large amounts of existing data that required a light touch to maintain its integrity

SOLUTION

Upskill senior management- they can get a better understanding of the system

Make changes and improvements to dashboards and reporting

Surface KPIs to simplify management

Refined pipelines and custom fields for easier use

Live training sessions and a focus on upskilling already proficient Users

OUTCOME

A successful consultation that delivered to the client’s brief

Key KPI reports created

A renewed focus on Activities-based selling lifted conversions rates

Management department now can adapt and edit the system themselves without relying on outside consultants

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SUMMARY

Successful business brokers and exit advisory firm

Skilled Pipedrive users

Boutique business growing rapidly

Offered a wide range of services including, exit planning, valuations, franchise services, and business sales

CHALLENGES

Existing Pipedrive clients, experienced and capable users who knew what they wanted  

Wanted to decrease the complexity of their systems

Many manual processes that were deeply ingrained

Large amounts of existing data needed to be moved as the system changed during implementation

SOLUTION

Introduce Pipedrive workflow automation to remove repetitive tasks and allow staff to focus on the important job

Use Pipedrive to implement a custom business broking solution

Adjust the Hierarchical setup in Pipedrive so that the system can be properly used for the business broking industry

Integrate external systems via Zapier, saving time and money through automation

Adjust permission and visibility settings so that Exit advisory could move down to a lower-level of Pipedrive saving thousands of dollars per annum

Remove system's complexity by eliminating pipelines and refining custom fields

OUTCOME

Many hours per week saved for the founders with the introduction of automation — both workflow automation and Zapier

Cut staff costs by providing training and expertise that speed up internal processes

Decrease in levels of frustration due to a more intuitive and easier system

Hierarchical issues overcome with the implementation

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SUMMARY

Town group is a fast-growing agency based in Queensland, Australia

They specialize in prestige properties and development projects

They need a system that covers both standard residential sales and handling large-scale projects

CHALLENGE

Natively, Pipedrive struggles with certain aspects of real estate

Town required vendor reports

The system needed to be built for growth

New staff needed to be onboard in hours, not weeks

Staff KPIs need to be easily measured and available to management at the click of a button

SOLUTION

Create simple reports and dashboards covering each aspect of real estate: listings, residential sales, projects, and settlements

Use Pipedrive forecast view to provide management with accurate settlement figures and the resulting commission amounts

I created beautiful automated vendor reports that can be accessed by vendors, days and night, providing them with all the details they need to know that Town Group is doing the right job with their listing

Refine and standardize custom field options so that they are suitable for the real estate industry

Provide training on a teams' basis including live sessions and a video-based training manual

Add JustCall telephony integration for easy bulk SMS and more visibility of client communication

OUTCOME

A real estate CRM built specifically for the Town’s unique needs

The system is infinitely scalable and is built for growth

5 dashboards with more than 50 reports that break down every aspect of the business

I created custom pipelines that allow Town group to use Pipedrive’s visual sales process to handle high volumes of leads

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SUMMARY

Based on the Costa Del Sol in southern Spain

Servicing a broad base of international clients from more than 20 countries

An already successful agency that was undergoing a growth phase

CHALLENGE

Realista were looking to dealing with large numbers of clients

Needed a way to manage the growth without adding to their cost-base

Set-up of a ‘no-touch fully automated sales and marketing platform

Various lead sources all need to create Deals in Pipedrive and auto-alert salespeople

Create a fully automated marketing process that carried the prospect through a journey over 90-days

SOLUTION

Implementation of Pipedrive along with Autopilot

Create multiple marketing journeys designed to nurture clients

Often elongated sales cycles required low-effort but high-touch marketing

Create reports and dashboards for both salespeople and management for a full visibility

Import existing data from different lists into Pipedrive and then sync that data with Autopilot

Connect external lead sources to Pipedrive for all campaigns

Provide training on a teams' basis, including live sessions and a video-based training manual

OUTCOME

I worked on Realista’s website developed to deliver an integrated marketing platform taking in CRM, automated marketing

A successful system launched that provided the high-touch campaigns Realista

Better coordination between sales team members meant less stress and fewer prospects falling through the cracks

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SUMMARY

Malaysia’s leading payroll platform

Clients include Petros, Mint, Fama Group, Setel, and 1,000’s of Malaysia’s SMEs

Over 70 staff

Part of the Jibble group

CHALLENGE

Pipedrive had been implemented, but adoption rates could be lifted

The client was already highly skilled in Pipedrive

A complex industry with a large variety of products and solutions

Large amounts of existing data needed to be surfaced and reported on

SOLUTION

Train-the-trainer style consulting assistance

A focus on reporting and results

Create easy to use dashboards that surfaced KPIs for 4 key internal teams

Simplified the system by removing and combining pipelines

Adjusted custom fields so reporting was meaningful

Implemented automation improving productivity

Live training sessions and a focus on upskilling already proficient Users

OUTCOME

A successful consultation

Key reports were created and rolled out across the 4 teams

The focus on Activities-based selling lifted adoption rates

A team that is happy and comfortable with their new system

Management that now has easier access to key data

And the ability to dig deeper into the data to surface important insights not previously available

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SUMMARY

One of the most successful Real estate investment companies and wholesalers in the USA

Multiple spin-off businesses

More than 25 sales phone lines integrated into Pipedrive

Highly successful high-volume sales team

CHALLENGE

Migrate ZBH from their existing platform to Pipedrive

Integrate a telephony system that allowed for bulk SMS, phone calls, SMS, and other comms to be easily accessible

Provide reporting for both sales teams and management

Integrate multiple platforms and lead sources so the success and/or failure of campaigns can be measured  

SOLUTION

Implement unique real estate platform which makes Pipedrive more useable for real estate teams

Work closely with our telephony partners at JustCall.io to create and implement a custom solution with 25+ phone lines and unique lead sources

Fully utilize all of Pipedrive’s features to create one seamless system integrating email, phone, SMS, marketing, and calendar

Use Pipedrive workflow automation and Zapier to automate processes and eliminate busy work for staff allowing them to focus on the important tasks

Refine and standardize custom field options so that reporting is crisp and accurate

Connect external lead sources to Pipedrive for proper campaign analytics

Provide training on a teams' basis including live sessions and a video-based training manual

OUTCOME

Within 3-years, since I first implemented our Pipedrive solution for ZBH, they have gone from a small business to one of the US’s most successful REI companies

Sales volumes increased due to increased productivity and efficiency

Marketing expenses per lead and per conversion has decreased due to better target campaigns based on the analysis of reporting

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SUMMARY

Asia’s leading destination management company

29 locally managed offices across more than 10 countries

More than 100 staff

Servicing major markets including the USA, UK, Europe, and Australia

The nature of the industry is extremely long lead times

CHALLENGE

Multiple processes were being used across 10 different countries

Staff set in their ways

Their systems have grown organically over time and were unwieldy

Reporting was not at the level management desired

Different cultures and processes needed to be brought into a single system

SOLUTION

Deliver a simple system that could grow more complex over time if required

Create reports and dashboards for both salespeople and management

Import existing data from each team into the new system

Refine and standardize custom field options so that they can service all countries

Connect external lead sources to Pipedrive for all countries

Provide training on a teams' basis including live sessions and a video-based training manual

Additional management training visibility and efficiency

Weekly and monthly progress reports

Additional training sessions for new staff and staff being left behind

OUTCOME

A successful system launch with 100% adoption from more than 90 staff in more than 10 countries

Processes implemented that standardized reports across teams

Management can, in seconds, pull up reports and dashboards that give a live overview of the business

Sales teams across regions can seamlessly integrate and work together

Data management is vastly improved

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SUMMARY

An ASX listed company headquartered in Sydney, Australia

Founded in 1921

Australia’s leading holistic marketing company

Over 2800 clients

CHALLENGE

The IVE Group was previously connected with another Pipedrive partner

When I came on board, we were tasked with refining and streamlining processes

Existing Pipedrive Users were set in their ways

The system has grown organically over time and was becoming unwieldy

Reporting was not at the level management desired

SOLUTION

Simplify the system

Provide team training to bring staff members up to speed

Create reports and dashboards for both salespeople and management

Refine and standardize custom field options

Provide training manuals, so IVE can easily onboard new staff

Prepare the system for additional teams to be migrated from Salesforce to Pipedrive

OUTCOME

The system was simplified with complexity removed

I was able to get the teams all working out of a single Pipedrive instance with a standardized setup

Management is now able to, in seconds, pull up reports and dashboards that give a live overview of the business

Sales teams across different departments are able to seamlessly integrate and work together

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SUMMARY

Davis Lighting supply lighting solutions to the construction industry with more than 1000 clients in 10 countries

Sales teams in Singapore, Malaysia, and Australia

Supply to more than 2,500 projects

Davis has Sales, manufacturing, R&D and maintenance teams

CHALLENGE

Davis came to me with a clear vision of what they wanted to achieve and highly capable teams

I was tasked with turning the vision and processes into something that would work in Pipedrive without overcomplicating the process

Davis’s sales teams across the 3 countries operated separately with different processes

Reporting was not centralizing

Sales forecasts needed to be more accurate

Sub-contractors, builders, architects, specifiers and end-clients all needed to be tracked to determine success rates of individual suppliers

SOLUTION

Migrate teams from excel and other systems onto Pipedrive

The decision made to bring the Singaporean and Malaysia teams into a single Pipedrive instance

The Australian team was keep separate due to the different requirements of the Australian market

Ensure standardization across team processes for reporting purposes

Implement a way to track suppliers success and failure across projects

Implement project IDs, purchase order variance and quote types to make analyzing like-for-like deals easy

I created a custom solution leveraging the Pipedrive API that allowed Davis to easily create new suppliers

OUTCOME

Over a 12-week implementation period, I worked closely with the Malaysian head office and Australian sales division to implement their vision

Implemented custom API work to achieve reporting goals

Created custom filters allowing data to be easily surfaced

Provided team training sessions upon go-live

Provided a video-based training manual

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SUMMARY

South-east Asia’s leading payments platform

Clients range from tech giants to online marketplaces like Lazada, global retailers, airlines throughout the region and fast-growing tech start-ups

Over 400 team members across 10 markets in Asia and Europe

International and local cards schemes

Digital wallets and QR payments providers

400,000+APM payment points

Over 45 currencies and 30 financial institution partners

CHALLENGE

400 staff across more than 10 countries

A complex industry with large variety of products and solutions

Large amounts of existing data needed to be brought into Pipedrive

A requirement to start with a single country before rolling out the successful implementation to other markets

SOLUTION

Keep phase one of the project as simple and as concise as possible

A focus on reports and dashboards

Complete on a single country implementation first

Use the data that is to be migrated to drive the creation of custom fields and processes (this causes the least disruption to staff migrating to use Pipedrive for the first time)

Live training sessions and provide a video-based training manual and written summary of the system

OUTCOME

A simple system that takes covered the requirements of a multi-national workforce

An implementation that went live without causing massive upheaval

A team that is happy and comfortable with their new system

Management that now has easier access to key data

And the ability to dig deeper into the data to surface important insights not previously available

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SUMMARY

Novatti is an ASX listed payments company

They make payment processing easier to develop, deploy and manage

Active in 58 countries around the world

More than 20-years experience in payments

CHALLENGE

Novatti is a long-term Pipedrive client with existing processes

Existing Pipedrive Users were set in their ways

The system has grown organically over time and was becoming unwieldy

Six different teams using the system to varying degrees

Reporting was not at the level management desired

Integration to external systems could be improved

SOLUTION

Simplify the system by reducing the number of pipelines by two-thirds

Create reports and dashboards for both salespeople and management

Integrate PandaDocs (digital signing tool) to increase efficiency and conversion rates

Refine and standardize custom field options

Provide training on a teams' basis including live sessions and a video-based training manual

Add JustCall telephony integration for increases communications visibility and efficiency

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OUTCOME

The system was simplifying with complexity removed

Cross-company processes were implementing that standardized reports across teams

Management can now, in seconds, pull up reports and dashboards that give a live overview of the business

Sales teams across continents can seamlessly integrate and work together

Legal and contracts are handled digitally decreasing leads times, increasing visibility, and increasing conversion rates

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SUMMARY

Australia’s leading business brokerage group,

Established in 2004,

More than 100 brokers and staff with representation in all major cities and regional areas,

Over 50,000 registered buyers,

Over 1000 inquiries every month,

Multi-faceted business with business sales, exit planning, franchise services, insurance, finance, and lending all covered.

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CHALLENGES

Finn Group were existing Pipedrive clients, with some of their team using Salesforce and some using Pipedrive,

They were looking to move away from Salesforce entirely to streamline their business, save costs and standardize processes,

Finn wanted to provide the same experience for all their brokers and needed their systems to be infallible,

A large Salesforce migration was always on the cards and everything needed to be planned with that in mind.

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SOLUTION

Plan long-term with a specific goal in mind (Salesforce migration),

Use the Pipedrive to implement a custom business broking solution,

I change the Hierarchical setup in Pipedrive so that the system can be properly used for the business broking industry,

Continually look for solutions to technical challenges,

Provide video-based training manuals to all team members,

I worked to provide a more in-depth integration to Autopilot — Finn’s marketing automation platform,

Fortnightly meetings between Me and Finn management about progress and improvements (which continue until now).

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OUTCOME

Hierarchical issues were overcome with the implementation of the business broking API layer,

A successful Pipedrive/Autopilot integration that deepened the native integration between the 2 platforms,

A successful Salesforce to Pipedrive migration, with more than 100-million individual records, moved,

Leverage the Pipedrive API to simplify processes and ensure that the documentation, contracts, and forms that prospects complete always find the right person (from more than 500,000 records).

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A complete CRM setup, implementation, integration, and support for a local Edtech company.

I was working on a full-scale implementation project on Pipedrive — from the discovery phase, through implementation, the integration, testing to optimization. One of the biggest challenges was the integration strategy to combine multiple lead sources connected via native integrations, Zapier-like tools, and Pipedrive's workflow feature.

I was designing marketing and sales processes from scratch. Moreover, I was implementing and configuring Pipedrive for marketing & sales teams; sales funnels, customer success funnel, custom fields, reports & dashboards, preparing integrations with an existing toolset, e.g., HubSpot, Snov.io / Woodpecker, G-Suite, Doc Management, Automation. Ongoing maintenance/adjusting Pipedrive to dynamically changing needs.

Basic Pipedrive implementation: custom fields, funnels, webforms, lead/opportunity flow management, reports, and dashboards.

I was designing marketing and sales processes from scratch. I was implementing and configuring Pipedrive for the sales team (sales funnels, custom fields, lead scoring, reports & dashboards, preparing integrations with an existing toolset, e.g., HubSpot, G-Suite, Doc Management). Ongoing maintenance / Adjusting Pipedrive to dynamically changing acquisition channels, and sales activities.

Basic Pipedrive implementation: custom fields, funnels, webforms, lead/opportunity flow management, reports, and dashboards.

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Implemented and automated the sales process, trained 16 users. WhatsApp's integration. Zapier's integration to the warehouse.

Scope:

‍CRM implementation
Training for 16 people team
WhatsApp integration
Warehouse integration
Building custom fields
Structuring sales process

E-Commerce store development on Zoho Platform along with Zoho CRM, Books, Desk, Mail & inventory integration builds and implementation. The entire business platform is set to run on Zoho platform.

Full Project Implementation & Training: Business Analysis, Customization, Data Migration, Workflow Automation, Admin and regular users Training ( 6 people), Webforms, Live Chat, and Chatbot.

Full Project Implementation & Training: Business Analysis, Customization, Data Migration, Workflow Automation, Admin, and regular users Training (12 people).

Full Project Implementation & Training: Business Analysis- Customization, Data Migration, Workflow Automation, Admin and regular users Training (8 people in Thailand — 2 in Vietnam and 2 in Malaysia).

Full Project Implementation & Training: Business Analysis, Customization, Data Migration, Workflow Automation, Admin, and regular users Training (8 people).

Scope:

Setting up and configuring the Pipedrive account
Security and permissions settings
Setting up the marketing and sales funnels
Lead qualification and labeling
Integration with Microsoft Exchange email
Synchronization of Pipedrive database with ERP system
Introduction to analytics inside Pipedrive
Integration with MailChimp
Implementation of customer satisfaction surveying
Integration with Leadfeeder
Training for the team

Effect: Successful implementation and integration of CRM system with a database. Secured information flow and defining permissions.

A complete Pipedrive implementation for a leading football club; implementation and coordination of Pipedrive CRM system in KKS Lech Poznań sales department

Full process of Pipedrive implementation.

Zoe Church was looking to redesign their website for something more modern and stylish to fit well, with their LA aesthetic. They needed the website to have a user-centered design and a Content Management System (CMS) that would allow for easy changes and access by the Zoe staff.