Orbica has doubled its number of contacts since using Pipedrive
Orbica uses three Pipedrive add-ons: Campaigns, LeadBooster and Smart Docs
11 team members now use Pipedrive in various roles
When Philip joined Orbica, the company wasn’t using a full-service CRM solution. The sales team accessed Pipedrive to track deals without exploring its contact management and reporting features.
Meanwhile, Orbica’s email marketing and sales processes were not fully connected, making it difficult to track the impact of email campaigns on sales.
Philip recognized that his team could centralize sales forecasting and make it more efficient by managing recurring revenue and sales reporting on one platform.
Philip has been using Pipedrive since 2013, so understands how best to leverage the CRM to his advantage. He’s also witnessed the long-term development of Pipedrive, including the launch of add-ons like Campaigns and Smart Docs. This has put him in a strong position to help Orbica make the most of the platform.
Orbica now manages leads, deals, email campaigns, forecasting, reporting, contracts and more on one platform, creating a seamless process and leading to considerable time gains.
Pipedrive’s automation features have also improved productivity, with Philip Caunter’s calendar and meetings now managed automatically within Pipedrive.
Pipedrive’s ease of use makes it accessible for both sales and marketing teams, but Philip ensures that all team members receive proper training in using the platform effectively. The initial training was focused on creating efficient sales processes and optimizing the use of Pipedrive’s features.
The revenue team now manages the whole sales process on Pipedrive, from lead generation to contract signing. Orbica also uses three types of lead forms on its new website: one for subscriptions, one for inquiries and another to download documents.
Pipedrive’s recurring revenue feature lets the Orbica team easily track subscription payments. Closing deals continues to be integral to the process, but Pipedrive makes it easy.
Thanks to increased adoption, Pipedrive now helps Orbica maintain a strong focus on moving deals along the sales pipeline, enhancing productivity and keeping salespeople engaged.
The company plans to expand the use of Pipedrive to additional teams, including the finance team, to further integrate sales processes with invoicing. Orbica also aims to continue leveraging Pipedrive’s features for improved customer engagement and sales growth.
Thanks to the successful implementation of Pipedrive as a centralized CRM, Orbica has been able to improve contact management, integrate email marketing and increase efficiency across its sales and marketing processes. With plans to expand its Pipedrive usage, Orbica is well-positioned for future growth and success.