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How Autopilot Helped Instyle Solar Close More Quality Leads Fast

Integrate Autopilot and Pipedrive to spend more time selling and less time scheduling

Aesop, who wrote the fable The Tortoise and the Hare would have not made a good sales manager.

Slow and steady is unlikely to win you many sales.

According to the Harvard Business Review, you’re seven times more likely to have a meaningful conversation with your customers when you respond within the first hour.

Speed matters. You can’t afford to tortoise your way to a lead. There’s a bunch of hares waiting to pounce if you don’t swiftly respond to a potential customer.

But when you have a pipeline clogged full of leads to call, emails to answer and prospects to qualify – responding to a lead within one hour can feel more like a fairytale than a possibility. It turns out that a huge percentage of sales teams are facing the same lead qualification problems.

“We audited 2,241 U.S. companies, measuring how long each took to respond to a web-generated test lead. Although 37% responded to their lead within an hour, and 16% responded within one to 24 hours, 24% took more than 24 hours—and 23% of the companies never responded at all.” - Harvard Business Review

How do you make sure you can consistently jump on quality leads and prevent potential customers from getting lost in a clogged up pipeline?

Streamline your sales process with Autopilot and Pipedrive

The Autopilot-Pipedrive integration gives you the power to increase your average deal velocity, visualize the customer journey from start to finish and automate personalized communication.

Simply, the integration will help your team prove Aesop wrong by:

  • Finding more of the best leads fast
  • Quickly identifying and drop poor leads
  • Jumping on conversion opportunities
  • Knowing when you should and should not automate
  • Clearly prioritizing where salespeople should spend their time

Karl Brown, Founder, and CEO of the Brisbane-based company, Instyle Solar says the four-year partnership he’s had with Pipedrive has been a critical driver of growth for his business. Karl has seen the automation power of Autopilot improve the level and quality of communication his company has with customers.

“Automation is always great. We’ve been able to create set-ups where our team can’t get hold of someone for a week or two. Before we kept ringing them from a call center, which only upset the customer but now, with Autopilot, we automatically push those customers into nurture campaigns. Having different setups like that gives the customer a better experience.” - Karl Brown

The Autopilot-Pipedrive integration allows marketers and sales teams to collaborate and control the prospect’s journey from entering as a lead — through structured lead qualification — to exiting as a happy, delighted customer.

By customizing and automating the customer journey, you can remove so much clutter, bottlenecking, manual admin and confusion.

“I really enjoyed Autopilot’s addition to the Pipedrive marketplace. It adds a lot of versatility to how salespeople can fully control their entire sales process.” - Karl Brown

How the Autopilot-Pipedrive integration works

Together, Autopilot and Pipedrive wanted to create a clean and simple experience for marketing and sales teams like Instyle Solar that are looking to drive fast growth.

For a salesperson managing leads in Pipedrive and using Autopilot’s marketing automation software, the experience between both systems is now bi-directional. All contacts and their information are automatically synced between both systems.

When you apply the Autopilot-Pipedrive integration, managers can organize their sales team into groups and assign leads using a round-robin arrangement.

Tasks focused not only on assigning leads — but injecting customers into a lead nurturing journey — can be automated on Autopilot’s visual canvas. You can use a series of Triggers, Actions and Conditions to customize according to your needs.

Speed up and simplify your lead gen to stop competitors in their tracks

The combination of the simplicity of Pipedrive and the customization offered by Autopilot has allowed Karl and his team to build a scalable, consistent and speedy sales process that is hard for their competitors to match.

Karl started his business with just $2500.

That’s all the money his wife would allow him to risk.

Now, Instyle Solar is the largest privately-owned solar company in Karl’s state, dominating the Queensland market. Plans to grow across the rest of Australia are looking positive with the new lead management system Karl and his team have set up with the help of Pipedrive and Autopilot.

"The ultimate goal is to go into other states in a bigger way. We're easily the biggest solar company in Queensland now. The goal now to duplicate that," reveals Karl.

Start taking advantage of the Autopilot-Pipedrive integration now

It’s time to clean up your pipeline and build a sales engine to fuel the future growth of your business. If you take advantage of the automation capabilities of this integration, you can start building a fast, scalable sales process that gives you a genuine competitive advantage in your industry.

Instyle Solar’s sales process is the envy of their competitors. Use this as inspiration for you and your team. We want to be sharing your growth story in 12 month’s time.

Visit the Pipedrive Marketplace now if you haven’t already set up your integration, and for information on how to get the integration up and running, visit the Autopilot-Pipedrive integration page.

In Autopilot’s Templates Library, you can also find example journeys (like the one below) that will help you maximize the value of the Autopilot-Pipedrive integration.

And if you’d like some more practical advice to help you automate repetitive tasks like follow-up journeys and lead nurturing workflows, we’ve outlined five ways Autopilot and Pipedrive can save you time.

Find more of the best leads fast with your lead qualification ebook

Learn how to find more of the right leads faster. This 22-page ebook will help you build a scalable lead qualification process for your team.

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