Monterail is a software development consultancy based in Wrocław, Poland that provides clients with bespoke software and digital solutions.
The sales team found transferring all their data from HubSpot to Pipedrive easy thanks to the open API and were also able to integrate Pipedrive with many of the other tools they use. They were also able to sync Pipedrive and HubSpot up, as the Marketing team continues to use it.
For Monterail, Pipedrive really lived up to their tagline ‘CRM that salespeople love’ by ticking all their ‘must-have’ boxes and nearly all of their ‘nice-to-haves’, too. The sales team embraced the Pipedrive solution for several reasons:
Streamlined weekly check-ins thanks to the visibility of data, lead information and deal progress on the tool that the whole team can access quickly and easily
Pipedrive’s workflow automation features help the sales team avoid unnecessary admin tasks and quickly find customer data, even if a team member is absent or unavailable
The CRM promotes activity-based selling, helping Monterail’s team structure their working day and focus on what’s important
There are currently 10 people at Monterail using Pipedrive including inbound, outbound and customer success teams, marketing, and managers who oversee the operation. The inbound and outbound sales teams use Pipedrive to track leads through their funnel, while customer success is using Pipedrive’s kanban functionality and the easily-accessible sales data to manage their process. Marketing (thanks to a Zapier integration) uses Pipedrive to follow deal progression of marketing-qualified leads.
All the sales team who now use Pipedrive and are completely happy with it. They’ve also seen impressive business outcomes since the switch, with conversion-to-call rate increasing 35% and call-to-qualified-lead conversion rate increasing 10%.