When you select a customer on Pipedrive App on UnifiedVU Platform, you can view the associated invoices on Xero (paid, due and overdue), tickets on Zendesk, email campaigns of MailChimp (sent, opened and clicked) and statutory financial details on Companies House (for UK companies only), location on Google Map, your tweets with the customer on Twitter and identify social profiles on FullContact.
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We believe outstanding tickets/issues on deals closed could be a nightmare when it comes to closing the next deal.
Working with our Pipedrive Customers, we've developed a solution and love to get your feedback. The initial solution works with Zendesk and Xero, but these can be replaced with similar solutions with ease, e.g. Sage, Freshdesks, etc http://unified.vu/cashflow/ What do you think?
Do you struggle to make appointments with prospects, customers and suppliers? We've (http://unified.vu) recently teamed up with another SaaS company (http://www.canumeet.com) to offer a simple and effective solution incorporating Pipedrive.
Process starts by selecting the contact in your Pipedrive CRM App on UnifiedVU Platform. Give me a shout out if you like to trial please.