Frank explains that there are three main ways he uses Pipedrive to save time and keep things organized.
1. As a hub for organizing contact information
Frank was used to using Google’s contacts tool to store information about his leads and clients, but found the process cumbersome and restricting.
Thanks to Pipedrive’s integration with the Google platform, Frank was easily able to migrate his contact information and then use Pipedrive to store and sort his contacts into the lists and criteria he needed.
2. Using the Smart Email BCC function to update contact information and deal progress
Making use of Pipedrive’s Smart Email BCC feature has let Social Burro Inc. stay on top of its evolving relationships with potential customers and clients.
3. Using customized fields to create a sales funnel that works
By utilizing the easy customization options within the pipeline view, Frank was able to create a sales pipeline that would let him know at a glance the state of his deals.
"I created an onboarding column which is assigned to 100% value, and then I move all landed deals into that column so I can see live what our sales are. That makes it easy for me to see, so I can take people all the way from first interaction (handshake zero) all the way through.”
In addition, thanks to the custom percentage-based probability, he was able to set up to determine how likely deals were to progress from one stage of the pipeline to the next. Frank was able to make a comprehensive forecast of future sales.
Despite only being a year old, Social Burro Inc. has seen some impressive growth.
Frank’s wife officially joined the Social Burro Inc. team freeing Frank up to focus on streamlining the workflow with Pipedrive, the results have been clear. The two-person Social Burro Inc. team now look to continue growth into the new year.