Swiss company TrekkSoft provides online booking and payment software for tour and activity providers in the travel industry.
TrekkSoft wanted to create more effective, tailored marketing by targeting campaigns based on geography and vertical markets (i.e. diving instructors in Cancun or historical tour operators in San Francisco). Before Pipedrive, this entailed a lot of manual work, copying data across spreadsheets and then copying it into Mailchimp.
Today, TrekkSoft uses Pipedrive as the database for all their leads and Pipedrive’s filters to create targeted segments. They then use Zapier to pull this filtered list into Mailchimp, where they send out highly tailored emails to specific segments.
The lists are also sent to Mailchimp depending on the specific activities that are done by TrekkSoft’s sales reps. For example, they reach out to a potential customer and then move them forward to another stage. This action potentially triggers the customer being unsubscribed from their "Marketing List" and then subscribed to another list (i.e."Tips and Tricks" or "Getting Started”).
Zapier helps TrekkSoft to sync the data they have in Pipedrive with Mailchimp, so that they can further refine and clean up data in their marketing campaigns.
Since implementing the Pipedrive, Mailchimp and Zapier integrations, TrekkSoft has gone from sending out about 500 emails a week to prospective new customers to about 4,000 a week.