09/01/2024
TECH DEEP DIVE ▶️ I recently had the absolute pleasure of rolling out Pipedrive for a client along-side the team of legends at Motii. My team and I work with a lot of CRM's, and advising clients to change their CRM's is not a light recommendation. However, with an ageing tech stack, and all eggs in a basket that just didn't function anymore, it was the right decision from a Marketing Consultancy standpoint.
Now, each CRM has different features, pros and cons, and choosing the right one really depends on the number one problem you are trying to solve. For this client, it was to centralise and record the entire customer journey for a premium purchase.
For this client, Pipedrive fit the brief. And because I thrive when solving problems for my clients, I thought I would share 5 things that I love about Pipedrive.
1. UX - OMG it is good. Like really good. It's clean, modern, and easy on the eye. With the right fonts for easy reading, and structure of data that just makes sense.
2. Automation - If automating actions like adding comments, updating fields, moving stages in a pipeline, email automation... and the list goes on, is important, Pipedrive has got you covered. I have especially enjoyed their labels function in automations to group contacts and deals for quick and easy reporting.
3. Leads - For high volume lead generation clients, having a separate area for unqualified leads is a game changer. Keeping your deals that are qualified separate from your leads keeps your sales teams' pipeline clean, making it super easy to plugin a Sales Assistant or Appointment-Setter to help get through the lead volume.
4. Insights - If your data input is good, your reports can be amazing. Use insights to build out reports for actions or tasks, sales pipeline, labels... basically anything you need. The best part is, if you have people that require reports, but don't necessarily need to log in daily, you can build a dashboard and share a link with them that automatically updates with fresh data, saving you $ in user accounts, and creating accessibility to KPI's for everyone who needs to see reporting. A special bonus point here as you can create unique links to allocate to different people, making it easy to remove access if you ever need to.
5. PDF Signatures - Say goodbye to additional tools like PandaDoc or Docusign. Need proposals signed, quotes, or contracts, this might be a way to track the journey of your document, including allowing multiple signatures, and tracking. It won't suit complicated documentation, but it's definitely worth reviewing as an option if you are trying to reduce your tech stack and centralise where you can.
Now I have to point out, that setting up a new CRM when you have no data is pretty easy, but when you are moving systems, creating connections, etc. you need to align yourself with specialists like Motii to help. As the acting CMO for my client, I had the insight into what was required from an operational standpoint, partnering Motii helped bring the complicated tech stack together. A big thanks to Sam, Ben and Ben.
And yes, you either love or hate a CRM. And I am a Pipedrive convert and can publicly say I love it.
AF x
