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.