How do you use Pipedrive in your workflow?
Hey Pipedrive Canada Community 🇨🇦
I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow.
If you're out of the build process with your sales workflow...or even right in the middle of it...I'd love to connect and share ideas. Send me a message!
Andrew Richard Posts: 3edited September 2020 #2
I've been using Pipedrive for a few years now and I think we use just about every single feature possible. If not I'll integrate it, reach out if you'd still like to chat about this..... Cheers!0
Jason Richards_74752 Posts: 2edited March 2022 #3
My message exactly. We're an EdTech company (based in BC) looking to build better and more scaleable pre & post sales customer experience management process.
My big topics I'm looking to explore efficiently:
1. Easily integrate quoting and invoicing. All our customers are in the USA so Quickbooks Canada sucks for this.
2. Add post sales customer surveys / NPS / Pulse scores.
3. Easily integrate with outbound campaign email platform(s). Interested in seeing where Pipedrive goes with this.
4. Easily integrate via API with our APP.