Pipedrive Setup for Cyber Security Company

arrow_outward https://botguard.com

Pipedrive onboarding and sales workflow optimization for security software development company

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