Before Pipedrive, Northwest Weatherization was using Excel sheets and complicated CRMs to manage customers and potential deals.
As they grew to averaging 700 new customers a year with an annual revenue of $2 million, the company sought to tighten gaps in its sales process and keep its prospects’ and customers’ information at the forefront.
Northwest Weatherization could no longer risk losing information and needed a clear view of where the company’s prospects were in their sales process to access relevant information in as few clicks as possible.
The team concluded that it needed a platform that was inexpensive but would allow them to get more done in less time. Gaining extra hours, even minutes, was valuable.
After analyzing four CRMs – Infusionsoft, Insightly, Sugar and Pipedrive – Northwest Weatherization set its eyes on Pipedrive.
Pipedrive’s kanban-based system – building on the idea that processes are easier to follow, prioritize and complete when broken up into manageable activities – allowed the company to have more visibility and fluidity in their sales process. It gave them a clear concept of where each deal was.
Northwest Weatherization was able to organize and move along all its deals in its pipeline. It also helped that Pipedrive offers a wide range of integrations – such as Gmail, Google Calendar, PandaDoc and Zapier – which turbocharge the sales management solution.
After three months of test driving Pipedrive, the company had already transitioned approximately 90% of its sales management needs. Within six months, it made 98% progress towards full integration.
Because the sales process often doesn’t stop at the end of the workday for the company, being able to easily access information on the go was also crucial.
Integrating Gmail, Google Calendar, PandaDoc and Zapier in Pipedrive helped Northwest Weatherization gear up for a 15% increase in the company’s bottom line within six months.
Getting information in real time without leaving the comfort of the CRM made the sales management process more efficient and profitable.
Besides winning more deals more quickly, the new system allowed the team to collaborate more effectively.