Customer case study / reporting & growing sales performance

Matt Pliszka
Matt Pliszka Member Posts: 19
Solution Provider
edited July 2022 in Sales CRM #1

The best part of being a Pipedrive Partner is seeing an actual positive effect on our customers' organizations. And while measuring actual numerical effects takes time, it's great to share actual stories for some of the projects we currently work on.

Learn how we helped SunRoof, a photovoltaics company improve reporting and sales performance through proper Pipedrive CRM integration in our new case study, including:
- CRM audit
- Deal and sales forecasting
- Deal sources and lost reasons
- Labeling
- Mailing
- Partner program setup
- Security settings
- Marketing integration
- Website forms
- Data enrichment
- Lead segmentation

and many more... Hope this will be a valuable read for both Pipedrive partners and users setting up their Pipedrive CRMs within their organizations.