Reduced customer and document management costs by 58%
Sales process is three times more efficient than it was before
Before refining his product into the one offered by Sellto, Stefan Blendulf had been providing sales consulting to small- and medium-sized e-commerce companies.
Stefan was using over 10 different tools to automate his sales process, including document creation and management, which was costing his business time and money. He needed to combine these tools into one platform, while streamlining the entire process.
When Pipedrive launched Smart Docs, Stefan decided to give it a try and was thrilled with the results. He was able to cancel his previous document management tool subscription and rely entirely on Pipedrive for his quotes, proposals and contracts.
Pipedrive and Smart Docs combined the features Stefan needed multiple tools for, including document management features. The CRM helped Stefan streamline his process, making it three times more efficient and helping to reduce customer and document management costs by 58%.
Smart Docs automatically pulls lead data from Pipedrive, so Stefan was also able to create professional custom document templates that would auto-populate when deals moved through pipeline stages.
However, now he’s back up and running with Sellto, Stefan has found it easy to start using Pipedrive again.
Pipedrive provides flexibility and customization options, so Stefan’s new sales process takes center stage and his team uses the best methods to progress leads down the pipeline – while still providing a clear structure for new team members.
With Smart Docs covering all Sellto’s estimate, proposal and contract needs, the team can quickly provide leads with professional documents and eliminate human error.