More deals in the pipeline with Pipedrive
More deals won using the CRM
Increase in business revenue
At the start, managing director and founder Suds Singh relied on a pen-and-paper system to track Interesting Content’s sales and lead interactions.
However, he soon realized the limitations of a paper-based system. Every time a lead progressed through the sales funnel, each individual paper document would need to be updated manually, which took a lot of time.
Suds knew he would have to make changes to how he managed leads, so he moved his sales funnel process to Google Sheets – but the tool still wasn’t the solution Interesting Content needed.
Without having dedicated, customizable fields, Suds soon found spreadsheets didn’t have the flexibility to easily track which proposals had been sent out and which had been accepted. In order to track opportunities, Suds was having to create dozens of tabs on the same spreadsheet, making it difficult to find the information he needed.
After speaking with another business agency owner (Adam from Gray Matters) who recommended Pipedrive, Suds decided to adopt the CRM.
By converting the existing spreadsheet into a CSV file with basic data fields, Suds was able to quickly and easily migrate 2,000 customers’ data over to Pipedrive. Thanks to custom fields in Pipedrive for social media profiles, Interesting Content is now set up with everything needed to begin engaging leads.
With Pipedrive, logging lead interactions is a clearer, easier process. After every communication with a lead, Suds can input it into the CRM, creating a permanent, centralized record of every interaction.
Pipedrive gives Suds the ability to add more leads to the pipeline without it becoming cluttered, which means opportunities are no longer being missed, boosting revenue.
Thanks to Pipedrive’s easy-to-understand interface, Suds is able to drill down into exactly what Interesting Content’s customers need.
It’s simple to see the numbers of deals won versus deals lost and how leads are progressing from each stage of the pipeline to the next. Suds can also log the reasons deals are won or lost and find patterns that help him improve his process.
Suds keeps those contacts in the system that don’t immediately convert, enabling him to go back to businesses with a new pitch.
Interesting Content’s CRM is integrated with the other tools Suds and his team use through Zapier integrations, centralizing all his contact and task information in Pipedrive.
Thanks to Pipedrive’s Insights and reporting features, Suds can quickly generate reports to share with the team about progress.