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← Doli Bottle
CRMAutomation Project Consumer Goods

Doli Bottle · Pipedrive Setup

Pipedrive gives the sales team one place to handle enquiries, quotes and next steps. Website forms create records automatically, and saved product details help the team prepare quotes and invoice drafts.

Duration 5 months
Tasks 20
Meetings 3

Pipedrive gives the sales team one place to handle enquiries, quotes and next steps. Website forms create records automatically, and saved product details help the team prepare quotes and invoice drafts.

What was built

  • Set up separate sales stages for new enquiries and active opportunities.
  • Send website and Shopify form enquiries straight into Pipedrive.
  • Send follow up emails automatically as prospects progress.
  • Fill quote templates with the chosen products and sales details.
  • Create invoice drafts in EasyBill without retyping the sale.
  • Give the team dashboards and training for daily sales work.

Recently touched

  • 2024-11-27 Onboarding Part 3: Zoom Masterclass, Dashboards, MQL/SQL tweaks Done
  • 2024-08-13 Create Invoice Draft in EasyBill Done
  • 2024-08-13 Config: SQL Funnel (Deals, Quotes) Done
  • 2024-07-18 Config: MQL Funnel (Emails, Templates, Automation) Done
  • 2024-07-11 Onboarding Part 2: Zoom, Webform, Leads Import, Products Done

Other projects in this case study

  • Sales Campaign Support

    This project keeps sales emails and everyday Pipedrive work running. The team gets cleaner prospect lists, automatic follow up tasks and help when an email campaign stops working.

    Read case study

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