Salesforce to Pipedrive CRM migration
We were asked by a construction company to help them with their migration from Salesforce to Pipedrive.
Their organization was changed and new partners appeared. They were using Pipedrive because it was very easy to use via any smartphone or tablet.
Our job was to migrate the process, contacts, accounts, and leads from Salesforce to Pipedrive CRM. Both CRMs have tools for the migration but not all data were automatically migrated and merged.
We helped with setting funnels, pipelines, reports and the integration with email, Mailchimp, and other 3rd party programs. The major work was related to duplicates removal and adding proper scoring, contact owners and sales process stages. We started from their sales process analysis, what was setup in Salesforce, what they used there and the Salesforce to Pipedrive migration and configuration.
Client
The Construction Company in NY, NJ, and Pennsylvania
The Precision Concrete asked us to help them in their CRM migration to the Pipedrive CRM. Their company with over 25 years experience in 3 states was adding new sales representatives and partners.
They wanted to use one simple tool. They chose Pipedrive because Salesforce, previously used, was too complicated for their operations.
Our Tasks
Tasks
- configuring Pipedrive
- migrating customer and sales data from Salesforce to Pipedrive
- migrating customer data from partners accounts
- data cleaning
- customer segmentation
- setting funnels and marketing automation workflows with tasks for representatives
- creating dashboards
- setting email templates
Skills
- CRM
- sales processes
- database analysis
- Pipedrive
- Salesforce
- Excel
- data analytics
Our stories
Digideo
https://www.digideo.co/wp-content/uploads/2023/02/Zoho-Inventory-shoping-carts.jpg
653
1425
Digideo
https://www.digideo.co/wp-content/uploads/2021/10/digideo2019-340.jpg
Digideo2023-02-02 11:52:102023-02-02 12:09:51Zoho Inventory integration with Magento
https://www.digideo.co/wp-content/uploads/2021/04/category-page.jpg
978
1311
Digideo
https://www.digideo.co/wp-content/uploads/2021/10/digideo2019-340.jpg
Digideo2021-04-09 11:23:072022-09-14 11:55:34upgrade to Magento 2
Digideo
https://www.digideo.co/wp-content/uploads/2020/05/Zoho-crm-workflow-new-lead-notification.jpg
869
1110
Digideo
https://www.digideo.co/wp-content/uploads/2021/10/digideo2019-340.jpg
Digideo2020-05-21 06:08:332022-12-14 08:26:41Zoho One setup for financial companies
https://www.digideo.co/wp-content/uploads/2019/11/client-portal-driscollomens.jpg
905
1852
Digideo
https://www.digideo.co/wp-content/uploads/2021/10/digideo2019-340.jpg
Digideo2020-01-22 12:17:342022-09-14 11:43:12Zoho CRM implementation for a legal company
https://www.digideo.co/wp-content/uploads/2018/11/multichannel-marketing-PM-world.png
586
1246
Digideo
https://www.digideo.co/wp-content/uploads/2021/10/digideo2019-340.jpg
Digideo2018-11-23 15:18:192022-09-14 11:48:40Agile CRM setup for multichannel marketing – PM World
https://www.digideo.co/wp-content/uploads/2018/11/salesforce-to-pipedrive2.png
730
1541
Digideo
https://www.digideo.co/wp-content/uploads/2021/10/digideo2019-340.jpg
Digideo2018-11-23 14:31:142022-09-14 11:50:00Salesforce to Pipedrive migration
https://www.digideo.co/wp-content/uploads/2016/08/streatwear-brands.jpg
1500
1500
Digideo
https://www.digideo.co/wp-content/uploads/2021/10/digideo2019-340.jpg
Digideo2016-08-28 21:21:162019-06-04 12:04:47Business Model
Leave a Reply
Want to join the discussion?Feel free to contribute!