Number of leads currently in their sales pipeline
Number of leads currently in their equity pipeline
Number of people on the sales team
CEO and co-founder of Planet42, Eerik Oja, is a seasoned veteran when it comes to using Pipedrive, having used the CRM software when it was in its early days of development. While in an early role, just out of college, Oja started working with Pipedrive to help manage business development pipelines that had been previously mismanaged with spreadsheets.
Because of his extensive experience with Pipedrive and trust of the tool, he continued using it when he co-founded Planet42 in 2017. Initially, he had combined all their leads (sales and equity), into one pipeline. However, as their company grew, this became confusing, so he set up two different Pipedrive pipelines to simplify things.
After separating the pipelines for sales and equity, Eerik was able to focus his time and efforts on building up the equity side of the business which has subsequently grown to over 700 leads.
One of the ways he has done this is by using Pipedrive email templates, which allow him to easily stay in touch with leads while still giving his communications a personal touch.
While he focuses on fundraising, Planet42 Projects and Operations Coordinator Samantha Speedy is laser-focused on managing the sales side of the business which currently has over 1500 leads.
Samantha is a big fan of Pipedrive and likes how simple it is to customize, as well as the call tracking and insights feature that allows her and her sales team to record phone calls with customers.
However, one of the biggest benefits of Pipedrive for Samantha’s four-person sales team (including Samantha) is the mobile CRM app which enables them to easily log information into Pipedrive, while on the road, with their cell phones.
In addition to having two separate pipelines within the organization, Planet42 has another unique way of using Pipedrive that fosters proactive responsibility among the team.
By using Pipedrive’s lead feature, Planet42’s team transformed their Leads Inbox into a “free-for-all” area for leads. The leads are from the company’s websites and deals that were with other team members but had gone stagnant.
The feature encouraged reps to take ownership of their own leads, while the financial benefits also fostered more Pipedrive usage.
Right now, Eerik estimates that they’re only using a few of Pipedrive’s capabilities. He admits he’s a creature of habit and knows there is so much more potential for it to manage and grow Planet42’s fundraising and sales goals.