Leni, Leon & die Luchse’s first CRM
German company Leni, Leon & die Luchse provides private health insurance for babies and children.
- Industry: Health insurance
- Location: Germany
- Integration: Zapier
4
Number of salespeople on their team
10%
Percentage of leads that come from live chat and phone calls
90%
Percentage of leads that come from a web sign-up form
The challenge
Christoph and Markus, founders of and salespeople at Leni, Leon & die Luchse, started with nothing – they had no spreadsheets, no CRM to manage their contacts and deals, just a Google account.
They were using Gmail and organized their leads with labels, keeping only a few notes in Google Contacts. They soon realized that this solution was not a good one and they needed a better one, fast.
Before Pipedrive, they were using another kanban software, Asana, but they just didn’t find themselves using it for sales.
Then, a friend of Christoph from the Berlin Tech scene suggested Pipedrive as a sales CRM.
The solution
As soon as Christoph signed up for Pipedrive, he started building a pipeline to fit their sales process. At first, they realized that they had too many stages, so they decided to cut down, making their sales process even more streamlined than before. After, Christoph and Markus started playing around with Pipedrive more, by adding custom fields, looking into integrations, and automating tedious processes.
Roughly 90% of their leads come through a signup form on their website. The other 10% comes from Live Chat on their website and phone calls. The leads from Leni, Leon & die Luchse’s website then automatically land in their Pipedrive pipeline and they start dealing with them.
Integrations were, at first, something that Christoph and Markus were not looking for.
However, with an open API, Pipedrive offers the socket for other software to plug in to theirs, further empowering your sales process by connecting to your other tools.
Here are a few examples of Leni, Leon & die Luchse’s most used integrations:
- WebMerge with Zapier to generate documents that they send to their clients.
- TextMagic with Zapier to send SMS updates, which the customers absolutely love.
- GravityForms to capture web leads, which automatically creates a deal, a person, an activity, and a note with additional details in Pipedrive. They are currently considering switching to Pipedrive built-in web forms as it provides the same functionality.
- Slack notifications are crucial, this way Christoph and Markus are always in the loop.
The results
Pipedrive makes sure that you are on top of every past action of every deal and lead. You can check the entire history of each contact easily from the details view.
Immensely improve sales processes with tools such as full two-way email synchronization. Not only will you be able to send and view emails directly in Pipedrive, but also you can track who opens and clicks on them.
For Leni, Leon & die Luchse, Pipedrive excels at giving them an immediate full overview and status of a deal – no more searching for lost emails and notes.