How Pipedrive helped capytech
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The document discusses the ease of adopting Pipedrive, highlighting a quick positive impact on follow-ups and client management. It emphasizes the benefit of having a central overview of tasks and contacts, which has significantly improved efficiency. The user notes growth in handling contacts and asserts that Pipedrive is essential for maintaining follow-up actions.
How Pipedrive helped capytech
- 2. How easy was the adoption process of Pipedrive? The Process was not difficult. It did take a little bit of time to move our contacts from our previous system. It was also a process to think about contacts in terms of contracts rather than individuals
- 3. How soon in days,weeks or months did you feel the impact of Pipedrive? Within a week. As the amount of contacts I had expanded, it became more and more critical to have a solid overview of all potential clients, and the actions required fro each.
- 4. What positive impacts did Pipedrive have on your company? Not forgetting to follow up! Simply being able to get an email each day with each of the clients that I need to follow up on. I can also quickly see what is overdue, and just as importantly what I’ve not got a follow up action for. Every client should have a scheduled follow up – even if it’s months away.
- 5. What surprised you the most about your Pipedrive? I didn’t realize how useful having a ‘god’s eye’ view would be to know what my company is doing, and visually seeing the results of my networking/marketing efforts
- 6. Since using Pipedrive what is the single biggest benefit you see which make it worth paying for? Not missing out on any follow up actions and having a great overview.
- 7. Explain what you do most with Pipedrive? Schedule follow up tasks and complete those tasks on a daily basis. Describe what Pipedrive does exceptionally well? Visually show you were all your clients are in the sales pipeline.
- 8. How much (in percentage) do you feel you have grown since using Pipedrive? It’s hard to quantify, but I would say I’m handling 3-4 times as many contacts as I was in our previous software. I’m motivated to see the numbers increase as much as I can – you never know where a sale might come from.
- 9. What do you no longer have to do thanks to Pipedrive? My to do list for follow ups is now all in one place. I’ve centralized all of this tasking so it makes my life easier. I check in once a day, make my calls and emails, set my next tasks – then I’m done.
- 10. How would your company be impacted if Pipedrive disappeared? We would need to find a similar tool – and please tell me I won’t loose all the contacts there. I think my small brain would struggle to remember everyone I’m reaching out to.
- 11. In one sentence,recommend to another business? Use to make sure you never let a lead go cold.