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Pipedrive Setup for Dental Equipment Retailer
Tiger Dental GmbH
Dental Equipment
Austria
16 weeks
2020
A German dental equipment retailer needed to connect their sales CRM with their existing FileMaker Pro inventory and order fulfillment system to eliminate data silos and manual work. We implemented Pipedrive as their primary sales platform and built custom integrations that automatically synchronized customer information and order details between systems. This created a unified workflow from initial sales contact through delivery, improving accuracy and reducing administrative overhead.
Challenges
Pipedrive and FileMaker Pro operated as separate systems, requiring manual data entry and creating inconsistencies.
Sales team and operations team couldn't see real-time inventory or order status information.
Customer order history was scattered, making it difficult to build long-term relationships and identify repeat business patterns.
Goals
Establish Pipedrive as the central CRM for managing customer relationships and sales pipelines.
Build secure integrations between Pipedrive and FileMaker Pro for real-time data synchronization.
Enable sales team to view order fulfillment status and communication history during customer interactions.
Reduce manual data entry and improve accuracy across customer and order records.
Results
Integration eliminated slow and manual lookup operations on customer inquiries.
Sales team improved upsell success by 30% through visibility into customer order history and purchase patterns.
Customer onboarding time reduced through automated data sync and pre-populated information.
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