Success story: Industrial Software Client

How to integrate the workflow of an entire international sales network through Cognito Forms with Pipedrive

Customer

Industrial Software Client

Tools

Make
Pipedrive

Services

Automatizaciones de Marketing
Formación
Implementación de Pipedrive
Integración de Pipedrive
Limpieza y deduplicación de bases de datos

01 About the customer

It is a client specialized in the creation, development and implementation of software for the industry. Its focus is on offering innovative and customized solutions, adapted to the needs of companies in the sector, using agile and design thinking methodologies.

In addition, they manage the entire software lifecycle, from ideation to support. They stand out for their values of humility, ambition and patience, and their commitment to the digitization and improvement of industrial processes through advanced technology.

02TheProblem

  1. Lack of advanced technological support for their sales system: they had lead capture forms but no CRM to work with them.
  2. Adherence of the sales team to the current lead entry system: their sales team is large and works in several countries very seamlessly with their forms system, so they did not want to lose this entry point when implementing CRM.
  3. Lack of commercial analysis data that would allow a global vision: the lack of a centralized sales technology solution made it difficult to monitor global sales activity and performance, as well as to make strategic decisions in this regard.
  4. Decentralized and geographically dispersed structure of the sales team:

03Thesolution

  • Initial cleaning of lead databases.
  • Pipedrive implementation.
  • Global configuration of Pipedrive for EMEA and APAC.
  • Pipedrive integration with Cognito Forms with advanced custom automations for creating, updating and deleting leads, deals, organizations and people.

04Theresult

  1. Automated lead entry via forms from all markets without disrupting the sales force’s previous work flow
  2. Improved consistency of commercial data
  3. Unification of all data under a single platform (Pipedrive) allowing the creation of commercial Dashboards for all markets and globally.
  4. Much more agile and faster workflows thanks to the automatic creation and update of opportunities and business negotiations between Cognito and Pipedrive.
  5. Enable the coordinated work of two teams through the integration between Cognito and Pipedrive.

05 Contact us for more information

If you think that this success story fits your needs and you want to evaluate its realization, please contact us:

Why Imanta?

We are from Sales

We like selling, not technology. We have a sales profile with a high level of digitalization. We incorporate the new commercial productivity to your sales.

Experts in CRMs

Since 1996, we have used and sold Salesforce, Hubspot, Soho, Microsoft Dynamics, Marketo, Pipedrive. We take its use to a higher level.

Experts in the Process

Focus on adoption and use by the sales team. Invest 90% of resources in process and people and 10% in technology. We solve the process with Notion.

Data Experts

Obsessed with data quality. Good data leads to more sales in less time. We solve data quality problems.

Integration Experts

Focus on integrating productivity and data applications that add value to the sales process. We help you use data and new tools.

Want to know more?