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How Sendify uses customized pipelines to improve their sales process

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.

  • Industry: Logistics
  • Location: Sweden
  • Integration: Zapier

The challenge

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.

We realized that a sales CRM focused on sales management was crucial to keep track of our sales work. One which would provide better insights, more pipelines and an improved sales inbox, which then could be analyzed to constantly improve sales.

Fredrik EdelandCEO of Sendify

One of the biggest differences is that we have more pipelines, customized to each purpose. This provides us with much better insights, contributing to a powerful overview of how our different sales channels are doing in terms of results. With Pipedrive, we get a CRM that is worth every dollar compared to the value it gives us. It provides us with a better understanding and what trigger we should push to convert potential customers.

Fredrik EdelandCEO of Sendify

The solution

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.

The results

Sendify discovered Pipedrive was full of features that help optimize sales, some of the most beneficial for them being…

  1. Smart contact data: Learn valuable information about your leads at the click of a button

  2. Email tracking: Track when a prospect opens your email or clicks on any link you’ve sent them

  3. Scheduler: The Scheduler lets you share your availability so prospects can book a time that works for both of you

In a nutshell, Pipedrive is an intuitive, simple and priceworthy sales CRM that definitely satisfies all of our needs.

Fredrik EdelandCEO of Sendify

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