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Marketing
Pipedrive expert
Automation
Consulting
Project management
Marketing automation

Workflow automations, Zapier, email templates, telephony, automated marketing, multiple pipelines, data surfacing, dashboard reports ​


Pipedrive expert

SUMMARY

The Bucha of Byron is a kombucha manufacturing and distribution company based in iconic Byron Bay, Australia

The company manufactures and distributes to over 5000 stores nationally

They have their own sales team on the road, along with having distribution agreements with third-party logistics companies

Clients order weekly or monthly and usually order via third-party logistics partners

The Bucha needs to get that third-party logistics data for their salespeople so when they visit a venue, they have the latest ordering data and delivery information


CHALLENGE

The Bucha has rapidly grown. To meet the increasing demand for its products, it needed a better way to organize client records and target sales opportunities.

They needed a system to streamline the sales process and deliver a 360-degree view of each customer relationship.

Management needed to have easier access to venue numbers, orders, and clients who were ‘at-risk

Sales reps needed to know, in real-time, when the venues had last ordered, what they ordered and what was the previous communication


SOLUTION

Data from third-party partners needed to be surfaced in Pipedrive

A telephony integration was required to ensure all communications, no matter whether phone, SMS, email, or marketing, are recorded inside Pipedrive

The number of venues each salesperson looks after needs to be increased so that the Bucha could continue to grow at pace without having to hire excessive staff

Marketing needed to be automated so that clients and prospects each had their own unique and meaningful interaction with the Bucha


OUTCOME

Leveraging Pipedrive’s workflow automation along with Zapier, I was able to surface the third-party logistics data in Pipedrive, providing The Bucha reps easy access to the information they need

The sales team can have an informed conversation with venue managers

The result is they cover 4-times the number of venues without increasing their salary overhead

With Pipedrive and I, The Bucha of Byron better services its clients through a much more scalable business model

The Bucha is landing larger national clients because now, have additional bandwidth. The implementation has freed up capacity in the sales process for both the reps looking after smaller venues and the managers targeting larger chains.


Marketing
Pipedrive expert
Consulting
CRM
Marketing automation
Implementation

Workflow automations, Zapier, telephony, Autopilot automated marketing, multiple pipelines, data surfacing, dashboard reports .


Pipedrive expert

SUMMARY

Headquartered in New York

An exciting cutting edge start-up in real-estate/tech space

A fast start needed and immediate results expected


CHALLENGE

I was brought in right from the start as the whole Intrnz team was learning and adapting to an ever-changing business plan and execution strategy

Set-up of a ‘no-touch fully automated sales and enrollment process

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

How to get existing lead lists into the system

Create a fully automated marketing process that carried the prospect through a journey over 4-weeks ending in a hot lead with a high chance of closure


SOLUTION

Create multiple marketing journeys integrating content from other agencies into carefully crafted Autopilot journeys

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

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

Refine and standardize custom field options so that they could be used to inform Autopilot of a prospect’s status

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

A successful system launch with the client’s aim of handling a large (HUGE) volume of leads with minimal staffing achieved

Sales targets met

Successful implementation and integration of CRM< marketing automation platform and telephony system so that email, SMS, salespeople, and data all worked as one

Across regions can seamlessly integrate and work together

Over time as more data settled in the system conversion tastes and cost per lead reduced allowing more targets marketing spend and a self-reinforcing loop that continued until COVID hit in 2020.




real estate,
Marketing
Automation Expert
Automation
Marketing automation

- Email automation

- Marketing analysis

- Site tracking

- Lead scoring

- Dynamic content setup

- Audience segmentation

Automation Expert

- Email automation

- Marketing analysis

- Site tracking

- Lead scoring

- Dynamic content setup

- Audience segmentation