Standalone SaaS self-service Knowledge Base software Document360 is a product built by Kovai.co.
The sales reps at Kovai.co were using Microsoft Dynamics CRM to manage their Document360 leads, which they found to be a satisfactory tool for compiling sales data. However, it didn’t help with forecasts and pipelines and was too complex a product for the medium-sized team.
Management required more insight into sales and the sales team wanted a more precise tooling to monitor and manage the ever-increasing pipelines.
Pipedrive has given the whole process a clarity they didn’t have with other CRMs. Management can see what is likely to be achieved in a sales quarter and plan accordingly. (You can read more about Pipedrive’s forecasting feature on our website.)
In addition, Pipedrive delivers a clean, simple, visualized pipeline management, providing a single view of the customer both on the deal page as well as on the contact page.
As well as pipeline clarity and revenue forecasting, Pipedrive is also enabling the team to engage with new leads quickly and accurately.
So, how has Kovai.co’s approach to Sales changed since they began using Pipedrive?
Thanks to Pipedrive’s clarity and its features, the Document360 sales team, whose members are adding new customers every month, has grown by 50%.