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Automated CRM Buildout Enhances Efficiency at BrightWave Technologies
Automated CRM for BrightWave Technologies increased onboarding efficiency by 40% and deal closure rate by 25%.
Project overview
BrightWave Technologies, an innovative tech firm, struggled with managing client onboarding and CRM processes efficiently. Their manual methods were time-consuming and often led to errors, hindering their growth potential.
To tackle these challenges, we implemented an automated CRM buildout using Pipedrive. Our solution included an automated client onboarding system that handled the creation and sending of invoices, booking intro calls, sending welcome emails, and updating the CRM. Additionally, we built out CRM automations such as follow-up flows, deal management automations, and multi-variable lead channel outreach strategies.
Project execution
We began by setting up an automated client onboarding system. Using Typeform, we captured lead information on BrightWave's website to segment leads accordingly. Stripe was used for invoicing, ensuring seamless financial transactions. These elements were integrated into Pipedrive to streamline the entire onboarding process.
Next, we leveraged Make.com to build out all the automated workflows, connecting client onboarding with CRM systems. This setup included follow-up flows to maintain client engagement, deal management automations to track and manage sales opportunities, and multi-variable lead channel outreach strategies to maximize lead conversion rates. The comprehensive automation not only improved efficiency but also significantly reduced manual effort.
Project results
Our automated CRM buildout delivered impressive results for BrightWave Technologies, transforming their client onboarding and CRM management processes.
- 40% Increase in Client Onboarding Efficiency
- 25% Growth in Deal Closure Rate
- Streamlined client onboarding with automated invoicing and booking
- Enhanced follow-up processes and deal management
- Improved lead segmentation and outreach strategies
- Significant reduction in manual tasks, increasing overall productivity
Overall, our innovative CRM solutions enabled BrightWave Technologies to operate more efficiently and focus on scaling their business.
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