I need assistance with email management, automations.

Dean Burnette
Dean Burnette Posts: 3
edited July 24 in Apps and Integrations #1

Small business brokerage/real estate firm needs a little PD assistance! Looking for an outsource. 

1. I've synced with my gmail, (over 25,000 emails) I need to get organized and some email management methods

2. Our process is a few simple steps, need to set up automations. 

3. If possible we need to interact with LoopNet/CoStar, Crexi, BizBuySell, GAMLS, Social Media, and our website. 

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #2

    Hi @Dean Burnette !

    Have you explored Mailigen? You can use it to create email automations, marketing campaigns and sync it with Pipedrive. We're working on making it run seamlessly with PIpedrive as we speak and there should be exciting news coming along in the future. Create your free trial here and see what you think.

  • Shobhit Gaur
    Shobhit Gaur Posts: 136
    Second Anniversary Photogenic Integration Partner
    edited January 2021 #3

    Hey @Dean Burnette , I love small businesses!

    If you are looking to outsource, Pipedrive has experts that can help you - https://marketplace.pipedrive.com/partners

    1 Tools that specialise in email distribution can help you & Pipedrive marketplace has 20 plus apps in the ‘email marketing’ category that might be relevant for you. 

    To make your search a little easier, I recommend Outplay because it will connect to your GMAIL account, help you organise, integrate with your Pipedrive account,  and provide you with advanced statistics like (delivered, open, reply, opted out, bounced) -

    image
    Advanced stats for your email campaign

     

    2 You can use Triggers in Outplay to automate most of your work. Here is an example -

    image
    Create a deal in Pipedrive automatically after they reply to your email

    And by using App panels in Pipedrive, you can quickly see what’s the status of your prospects in Outplay and automate work -

    image


    3 Outplay has integration with Zapier that allows you to connect with more than 2000 apps, including the tools you have mentioned. Yes, you can reach out to social media channels like Linkedin and Twitter through the app and we have a special feature for your website -

    image
    Turn website visitors from your emails to conversations and conversions

    The best part, our app is free to use for 14 days

    https://marketplace.pipedrive.com/app/outplay/6d1d318eb8e17b9f

  • Dean Burnette
    Dean Burnette Posts: 3
    edited February 24 #4

    As I look at your responses and reassess my post, I guess what I'm really looking for is someone who can help me organize the 7,000 contacts I have and the 22,000 emails. I have paid into PipeDrive for years and have almost nothing to show for it. No Deals, the 3 agents in my firm have barely used the system. We have 18 listings another 20 prospective listings, about 1,000 prospective buyers who have inquired on those listings. We have never set up any automations. The only things we have done is synced our google calendars and email accounts. :( We're in pretty bad shape in more ways than one. I figure we need to change something or quit paying for the things we are not using. So, to prioritize, 

    1. I need to figure out how to organize the 22,000+ emails (gmails that are synced with PipeDrive) so that we can creat deals linking the prospective buyers to the listings they're inquiring about. 

    2. Set up Actions or automatons to have a smooth flow of communication between those prospective buyers, our clients (Sellers), and our agents (3 of us). 

    3. Figure out how to integrate our marketing sites (our website, LinkedIn, LoopNet/CoStar, BizBuySell, FaceBook...) into our flow. 

     

    Help!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #5

    As I look at your responses and reassess my post, I guess what I'm really looking for is someone who can help me organize the 7,000 contacts I have and the 22,000 emails. I have paid into PipeDrive for years and have almost nothing to show for it. No Deals, the 3 agents in my firm have barely used the system. We have 18 listings another 20 prospective listings, about 1,000 prospective buyers who have inquired on those listings. We have never set up any automations. The only things we have done is synced our google calendars and email accounts. :( We're in pretty bad shape in more ways than one. I figure we need to change something or quit paying for the things we are not using. So, to prioritize, 

    1. I need to figure out how to organize the 22,000+ emails (gmails that are synced with PipeDrive) so that we can creat deals linking the prospective buyers to the listings they're inquiring about. 

    2. Set up Actions or automatons to have a smooth flow of communication between those prospective buyers, our clients (Sellers), and our agents (3 of us). 

    3. Figure out how to integrate our marketing sites (our website, LinkedIn, LoopNet/CoStar, BizBuySell, FaceBook...) into our flow. 

     

    Help!

    Hi @Dean Burnette ! Thank you for giving us more insight into your question.

    I see two roads you can go from here.

    If you want to "clean up the house" yourself, there's several resources we offer, like our Knowledge Base and the Academy. Here's some content I think would help your particular case:

     

    If you'd prefer to have someone external helping you clean up and organize, then I'd recommend reaching out to one of our partners, like @Shobhit Gaur mentioned. I did a quick search for the ones located in the USA, and you can filter it further by service and industry if you like, take a look here.

    I hope this helps so you can get the most out of Pipedrive!  🚀

     

  • Bethany Ann George
    Bethany Ann George Posts: 28
    Second Anniversary Photogenic
    edited June 2020 #6

    Hello Dean, 

    The question would be, are you looking to completely outsource the hands on side of managing your Pipedrive and email communication? Or looking for someone to guide you through the process of getting everything actually set up, organized, train you and your team on how to utilize it, and then release you back into the wild to run with it?

    Feel free to hit me up directly. I do some of both of those things and we can chat more. 

    [email protected]

  • Arlena Yagecic
    Arlena Yagecic Posts: 4
    edited June 2020 #7

    Hi Dean, 

    I just messaged you on LinkedIn. 

    Best, 

    Lena

  • Bill Morrow
    Bill Morrow Posts: 1
    edited October 2020 #8

    Hi Dean -

    If you haven't found someone yet, we are Premier Partners of Pipedrive and help support customers needs in implementing the platform.  Happy to chat with you in more detail and see how my team can support.

     

    Best Regards,

    Bill Morrow

    ECS - https://thinkempirical.com/crm/

    [email protected]