Integration
Pipedrive
Stages that follow what really happened, and no deal left quiet.
What it does with Pipedrive
It connects to your Pipedrive and reads deals, stages, quote dates and lost status. It moves each deal to the matching stage as the quote goes out, the booking is made and the job is done, so the pipeline is right without anyone dragging cards. It finds the quotes that have gone quiet and follows up. When a deal is lost it asks the rep why, records it, and groups the reasons every month. Every Monday, a stage summary with the deals that haven't moved.
Keep every deal's stage in step with the quote, the booking and the job.
Every Tuesday, quotes sent with no answer, with a follow-up drafted for each.
When a deal is marked lost, ask the rep why and group the reasons every month.
Every Monday, the pipeline and the deals that haven't moved.
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- Pipedrive stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Will it send a follow-up without me?
- Not until you've approved the first of that kind, however long the routine has been running.
- Can it read my quotes if they live on the job board?
- Yes. It ties the Pipedrive deal to the quote on the board and keeps both honest.