Project objective:
A recruitment company in New Zealand struggled with tracking sales operations without a CRM system. Critical customer data was scattered across multiple platforms and spreadsheets, leading to a lack of transparency and difficulties in accurately forecasting revenue. The absence of a streamlined system inhibited their sales team's ability to work cohesively, impacting overall productivity.
My role:
Pipedrive CRM Consultant
Skills and tools:
Pipedrive
CRM consulting
Sales strategy
Outbound sales
Lead generation
Revenue management
Sales automation
Coaching
1. Assessment
I conducted detailed interviews with the sales team to grasp their work style, challenges, and needs.
2. Customization
Adapted Pipedrive to match the specific sales methods and demands of the client.
3. Database setup
Set up a single database in Pipedrive for all contacts and structured a custom sales pipeline for better organization.
4. Training
Developed a dashboard, established operating procedures (SOPs), and provided training sessions for effective use of Pipedrive in decision-making and sales improvement.
Inbound leads automation flow.
Account based marketing (ABM) outreach flow.
Custom dashboard that showcases each sales rep's perfomance.
What we achieved
Following the successful implementation of Pipedrive CRM and the associated enhancements, the recruitment company witnessed transformative outcomes:
Streamlined sales
The CRM implementation led to a more structured and transparent sales process, reducing the reliance on disparate spreadsheets.
Centralized data
Consolidating customer data into Pipedrive facilitated better data management, enabling quick access and improved decision-making.
Enhanced forecasting
With clearer insights into the sales pipeline, the company experienced improved accuracy in revenue forecasting.
Increased efficiency
The SOPs and training sessions resulted in the sales team adeptly utilizing Pipedrive, boosting overall operational efficiency and collaboration.
