Intrnz received a large volume of inquiries from a range of channels, including via email and phone call, which became tough to manage without the helping hand of a customer management tool. At first, Matt Doyle, Intrnz’s Chief Operating Officer, turned to a complex Enterprise Resource Planning (ERP) tool, but it ended up making things more complicated.
Realizing that there had to be a simpler way to introduce sales and marketing automation to his team while having a clear overview of their sales and customer journey, Matt turned to the Pipedrive and Autopilot integration and has never looked back.
Crafting automating communications throughout the sales process that don’t sound robotic is a challenging task that real estate CRM Pipedrive and Autopilot effectively helped the Intrnz sales team handle.
Typically, general information queries would keep them occupied with manual communications and data overload while opportunities passed by. But with the help of Autopilot journeys, which kept track of emails, Pipedrive workflow automations, which streamlined the sales process, and custom fields, which kept all the data in one place, they had a lot more time to focus on scaling.
With the help of Pipedrive and Autopilot, the Intrnz team was able to quadruple the number of leads pursued resulting in a 250% increase in annual turnover.
One of the biggest takeaways from Matt’s search for the right CRM and MA combo is to take time to understand the customer journey and define what the unique problems your organization are before looking for a solution.
Moreover, sales and marketing automation tools don’t need to come with eye-watering costs or months of onboarding. Flexible tools like Pipedrive make it possible to plug in the tools you need when you need them and cut out the unnecessary features that bog you down.