Pipedrive Setup for Dental Equipment Retailer

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Pipedrive onboarding and automated sync with a custom back office / ERP based on FileMaker Pro

Pipedrive CRM for sales. Full sync of orders and customer data between pipedrive and FileMaker Pro ERP.

Challenges

  • Custom ERP backend not suited for customer management and sales
  • No customizable reports to evaluate sales or team performance
  • Client communication completely detached from the CRM
  • No outreach strategy to boost sales

Goals

  • Sync customer and order data between pipedrive CRM and ERP
  • Establish better customer service with access to previous communication
  • Establish financial and team performance reporting
  • Create an outreach strategy to boost sales

Results

  • pipedrive CRM reflecting full customer history including sales and communication
  • Integration of AirCall to handle inbound and outbound telephony
  • Automatic live sync between CRM and ERP systems
  • Outreach campaigns improving overall sales performance

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