Based in Australia, Snug offers a subscription-based, digital rental housing platform.
In the early stages of the business, Snug used spreadsheets to keep track of their customer and lead data. While this worked at first, it made it difficult for the sales team to access the information when they needed it. This was particularly problematic for Snug, whose target customers have busy schedules and different decision-making structures.
Delivering highly personalized and well-timed communications soon became a top priority for Snug’s sales team. The first tool they came across was Autopilot, the marketing automation (MA) tool that put Snug’s prospecting game into second gear by sending customized communications to potential customers.
Snug also needed a CRM tool that would integrate with the MA solution that Autopilot offered in order to manage all the additional information being sent out and stored. The team needed a multi-channel platform that would manage their B2B sales cycle from start to finish. When they found Pipedrive, they knew their real estate sales process would never be the same.
After a year of using Autopilot and Pipedrive as their real estate CRM, Snug was able to fully automate their B2B sales process. The seamless integration between the two apps, along with custom fields and automation, made it possible for their small team of two salespeople to successfully prioritize leads and establish a lead qualification system that works.
As a company with an expanding team in terms of size and locations, cloud-based software was a must. Online and mobile access to information on Pipedrive helps Justin and his sales team stay agile and informed no matter where they are.
When shopping for growth tools and software, Justin offers up the following pointers:
Map out the sales and onboarding process for your customers
Pinpoint the areas that need automation
Look for a robust cloud platform that integrates well with other tools
Since growth demands continuous learning and adaptability, which applies just as much to the tools a team uses as it does to its mindset, the team actively explores new features as well as apps added to the Marketplace to keep the momentum going.