How Evolve helped Container Team revolutionize its sales process with Pipedrive
The problem the company faced
Before adopting Pipedrive, Container Team was using a different CRM system that wasn’t meeting its needs.
This system offered more features than the company needed but, due to poorly maintained data, made managing the CRM difficult.
In the presales stage, the team found it was spending far too long entering data into the CRM, without the added benefit of lead tracking. With this poor oversight of its sales pipeline and no linear customer tracking, Container Team found leads falling through the cracks, resulting in missed opportunities.
The company struggled with reporting, as its CRM only provided a limited distinction between unit and product types. This meant it had to spend time creating manual reports from non-live data.
Container Team also began to find operational inefficiencies throughout the sales workflow. The company decided it was time to find a new CRM that could provide it with the level of customization and oversight it needed to operate at peak efficiency.
Ricky Williams
Managing Director, Container Team
Pipedrive features used
Campaigns
Email marketing functionality made easier with Pipedrive
Customization
Custom fields and pipelines to suit each brand’s needs
Smart Docs
Document management and template creation
How Evolve helped Container Team find a solution with Pipedrive
During the migration from their previous CRM to Pipedrive, Ricky Williams and his colleague Hazel worked with Elliot from Pipedrive Elite Partners, Evolve, who expertly guided them through the process.
Elliot’s deep knowledge of the system helped them overcome any challenges during the transition. The team collaborated closely, with regular catch-ups to ensure a smooth migration. Elliot also uploaded the data into Pipedrive and set up automations and campaigns for Container Team.
Once the new CRM was in place, Container Team quickly found that Pipedrive was more user-friendly and facilitated better communication throughout the company than its old one. One of the key features the team appreciated was Pipedrive’s email integration, which streamlined the company’s processes significantly.
Since the company started using Pipedrive, the sales team’s conversion rate has improved from one in 2.7 to one in 2.3. Ricky attributes this to the team’s marketing efforts and using Pipedrive. In six months, Container Team’s revenue has grown by 18% year on year, and its net profit increased by 34% in the last financial year.
The sales team no longer needs to maintain manual spreadsheets to track leads since Pipedrive has significantly improved the efficiency of inquiry management. Ricky estimates that this has cut the time spent by 20%, translating to roughly half an hour per day for each team member.
Thanks to Pipedrive’s automation features, Ricky and his team now have a lead routing system that automatically adds leads to the relevant pipeline regardless of whether the leads are captured from web forms on the website, or through the team’s outreach efforts.
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