Pipedrive Setup for Dental Equipment Retailer

• 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

• 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

• 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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