100 projects over the first 6 months
50 ongoing projects managed at once
The sales team has tripled in size
Paul initially set up Sun4power using a competitor CRM as part of his software stack, as he’d used it in businesses before.
However, he quickly realized that the software wasn’t intuitive enough. Its features were good, but making use of them was complicated and difficult.
He began looking for an alternative that would be easy to use while still providing all the functionality he needed to run his business as a small company in a complicated market.
It was crucial for Paul that his CRM would be intuitive, have project management features and link easily with the external programs he used for other parts of the business. He also wanted something that would be quick and simple to onboard new employees with when the time came.
Having tested over 10 tools, Paul settled on Pipedrive thanks to its intuitive interface and integrations with third-party software.
What Pipedrive brings to the table is a fully centralized platform that provides easy access to client information, organization tools and links to external software, while remaining easy to navigate and understand.
Paul can stay on top of everything, from sales to project management. With over 100 completed installations since Sun4power started operating in January and 50 more in the pipeline, Pipedrive has given Paul unprecedented access to information and oversight, providing him with the time to build trusting relationships with customers.
Onboarding the two recent hires in the sales team onto the tool has been a breeze. Paul has only needed online meetings with the two new reps to get them up to speed – and as a small business owner whose time is at a premium, spending less of it onboarding is a big win.
One of the most important things for Sun4power is the ability to find important information quickly from the centralized database. Customer information, how far along the installation project is, payments and contracts, communications – it all has to be readily available if the business is to run to its full potential.
By making use of the Pipedrive Projects add-on, Sun4power can link every deal and contact to their ongoing projects, with information automatically updating when changes are made. No matter what information Paul and the team need, it’s easy to access thanks to Projects and a number of Pipedrive integrations.
Whether it’s Sakari for customer messaging, PandaDoc for offers and e-signatures, or Zapier to create custom integrations, Pipedrive makes it simple for Sun4power to bring these processes into the workflow.