Digital freight forwarder Sendify uses a combination of a strong freight network and a user-friendly transport management system to smooth their customers’ logistics.
By integrating Pipedrive and Zapier, Sendify created customized pipelines to improve their sales process.
Before using Pipedrive, Sendify previously managed all their sales activities in HubSpot. After starting an incubator project and reviewing their current sales process, they identified the need for several improvements, one of them being a different sales CRM. They moved to Pipedrive and haven’t looked back.
The first thing Sendify did when joining Pipedrive was set up multiple pipelines, which only takes a few minutes to do, each tailor-made to suit their different sales approaches – inbound and outbound sales. With each pipeline structured depending on the sales approach, they were able to gather more results and insights to which approach performed better and then improve.
With a big flow of inbound signups, they needed to integrate their sales CRM with their marketing automation tool, Drip. Pipedrive allows Fredrik and his team to connect the two softwares seamlessly via the Zapier integration.
Sendify’s sales team uses the Pipedrive sales inbox not only to keep track of past conversations with customers and potential customers as they move through various pipelines, but also to track who opens and who clicks on emails, giving them a clear understanding of how to optimize their sales process.
Sendify discovered Pipedrive was full of features that help optimize sales, some of the most beneficial for them being…
Smart contact data: Learn valuable information about your leads at the click of a button
Email tracking: Track when a prospect opens your email or clicks on any link you’ve sent them
Scheduler: The Scheduler lets you share your availability so prospects can book a time that works for both of you