Pipedrive is one of the world’s most popular CRM systems. But how do you deploy a CRM system and how do you use it to boost sales processes in only a few weeks?
The hottest CRM system in the market, Pipedrive
The Pipedrive CRM system is a customer management system which, when used effectively, provides tools for managing existing customers, as well as identifying potential customers and acquiring new customers. Above all, Pipedrive provides a platform for managing the entire sales process and it takes closing deals to a new level.
The intuitive Pipedrive, designed by sales professionals themselves, primarily takes into account the needs of salespeople. It is easy to take into use, but the best sales results are reached by deploying the full potential of the versatile CRM system. This is where we come in.
Naturally, just downloading software does not guarantee success for sales teams. Therefore, we at Zimple, in addition to effortless deployment of a CRM system, want to enable the best methods for managing each sales team’s sales process and forecasting and monitoring results for our new customers. We also offer specialist services to existing Pipedrive users who want to boost their sales processes and make the most of their CRM system.
Zimple’s package options for Pipedrive
It is possible to purchase the Pipedrive system through Zimple at the same affordable price as directly from Pipedrive. But we at Zimple also offer support and consulting to our customers in all things related to Pipedrive.
We have built four Pipedrive packages for our customers, which make purchasing and deploying a CRM system truly effortless.
The packages are customised by the number of users, and each package includes both the Pipedrive system and deployment consulting. In addition to the shelf-ready package options, we can also customise deployment and/or consultation solutions according to companies’ individual needs.
The Pipedrive deployment process is simple
Pipedrive deployment with Zimple is fast and simple. The actual deployment phase typically takes only about two to four weeks, during which the CRM system is customised to meet the wishes and needs of each customer company. The sales team will then have access to the new system.
Deployment does not in itself mean only installing software and providing instructions on the use of the interface, but the project is considerably more in-depth, and aims at making the most of the system in terms of the company's capital gains. Creating profitable sales processes, integrating the right tools into the system and generating reporting and monitoring procedures that are relevant to the company’s goals require Zimple’s consultants to become familiar with the customer company’s current practices, sales processes, strategies and goals.
And after that?
Learning a straightforward interface with visual sales pipelines and reports is fast, but thoroughly internalising the changes in practice and new things introduced by the new CRM system will understandably take the sales team a little longer.
However, the sales team will not be left alone with the new CRM system and new practices, because Zimple reserve a total of three months for working on the deployment process together. During this time, we ensure that the use of the system supports the goals of the sales team, and that the tools best suited for each team are available.
During the first few months, fine-tuning is possible, once the salespeople and sales managers are using the system as part of their everyday work. During the first months, new ideas and wishes related to using the system usually emerge, and they can be further refined together with Zimple’s consultants.
During the process, Zimple’s consultants are responsible for all the necessary actions from the actual deployment to documentation, and they are involved in brainstorming innovations related to the sales process. The consultants make sure that learning the new system and/or new ways of working is pleasant and, above all, smooth. The sales management must also reserve enough time for the project. This ensures that the CRM will correspond to their needs in the best possible way.
Uploading useful data
Use of data must also be considered when deploying a new CRM system. For example, how to organise the location of existing data, its possible migration to the new system, purging expired data and, of course, collecting new data.
Zimple specialists assess case-by-case if it is worth importing old data into the new system, and when necessary, help with the data migration.
Zimple also cooperates with software company Vainu, which searches data from reliable corporate databases which could be used to enrich the data imported or entered into the Pipedrive CRM system. By integrating Vainu, existing customer data can be supplemented, or completely new data can be imported to find potential new customers. The integration allows automatic importing of data to Pipedrive, and the data are always up to date.
In addition to basic data, Vainu produces data, for example, about changes happening inside companies, which can serve as signals for salespeople who use Pipedrive and Vainu of finding a potential customer. With Vainu corporate data, salespeople can contact potential customers at just the right time. You can read more about this in our article Pipedrive and Vainu – Together for the best results.
Purging data with the help of Vainu
In addition to importing new data, it is important to also take care of existing data and keep it up to date. Expired or otherwise faulty data about customer companies and contact persons in a CRM system can easily result in misunderstandings. Naturally, it is not worth migrating such data to a new system. Using outdated data, salespeople may inconvenience people unnecessarily, and in the worst case, miss deals.
Customer data should be updated on a regular basis by going through the information, replacing outdated data with new data and removing faulty data from the system. Naturally, going through the data manually is truly laborious and slow. Especially when you consider that it is now a one-time effort, but the data should be updated on a regular basis.
Luckily Vainu offers a solution for this problem, too. Vainu reviews the data in the CRM system automatically at regular intervals. It continuously looks for new corporate data, compares it to the data in Pipedrive, and corrects the data on behalf of the sales team. Thanks to Vainu, we can focus on contacting the right people and companies.
Pipedrive in the management of Zimple’s own projects
In addition to sales process management and customer data maintenance, the versatile Pipedrive, adjustable to accommodate different needs, can be applied to manage other projects, as well. Zimple is a living example of it, because we also use the CRM system, which is designed to manage sales processes, in our own customer projects.
Even though our deployment and consultation projects are not about sales processes, they do have a surprising resemblance. In practice, this means that when our customer orders a Pipedrive CRM system from us, we complete the project using Pipedrive ourselves.
At Zimple, a Pipedrive deployment and consulting project progresses from the “sales pipeline” after the contract is signed to the project pipeline from where it will be taken under work. The consultant who is responsible for the Pipedrive delivery project to our customer company is entered as the project owner. The project forms different activities for Zimple consultants as the process moves forward, just like in sales processes.
Using Pipedrive, we are able to offer our customers a smooth and convenient deployment process, adhering to the agreed schedule.