Pipedrive Setup for Cyber Security Company | Case Study – metawork.studio

Quick onboarding program for cyber security software provider. Team of 10 sales people was ready to go on week two. Simple KPI dashboards, lead generation with Prospector tool.

Challenges

Company had no prior experience with cloud-based CRMs
Client was not aware of pipedrive's tools and functionality and wasn't using it to full extend
Sales weren't well organized
Lead generation was not streamlined

Goals

Optimize pipedrive setup
Optimize MQL and SQL workflows
Introduce pipedrive's Prospector tool

Results

Better data quality
Streamlined sales workflow tailored to client's specific requirements

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