Why RMS turned to Pipedrive for lead acquisition
Before marketing manager Paul Simbeck-Hampson adopted Pipedrive as the company’s CRM, the marketing team was using less effective methods to manage prospect and customer data, and opportunities were being missed.
The processes they had in place reduced productivity and encouraged less collaboration with other departments.
Paul realized the team needed an affordable cloud solution with smart integrations and capabilities, so he turned to Pipedrive, which was already used by the product team.
“We have an interesting piece of technology called motion overseas chinese in uk data amplification technology, developed by RDI Technologies, an American company,” explains Paul. “It takes every pixel in a camera image and amplifies it so that you can, from a distance, monitor assets that are vibrating.”
This technology speeds up the condition monitoring process as the vibrations it tracks (which are not visible to the naked eye) help diagnose the problem without having to take readings that then need to be taken back and evaluated.
“We became a partner with RDI Technologies and needed to handle inbound enquiries in Europe and our other territories, and the guys chose Pipedrive to do that,” explains Paul.
How Pipedrive Benefited the Marketing Team
However, only three people on that team were using Pipedrive at the time, while other departments were using other solutions. Until Paul learned how to use it.
“I came in used to dealing with just data and with the need to deal with a more complex scenario, which was another division we had: training,” Paul tells us. “For 20 years we have been training all the vibration analysts in the UK and Ireland. Which includes a combination of different requirements.”
Paul tested Pipedrive from a data management perspective and realized it could help them manage leads and customers for their training products.
“When I first looked at Pipedrive, the first thing I noticed was automation. So emails: a one-step effort. You write the email, save it as a template, and automate it, from one stage to the next. Then I realized I could move them manually, to trigger the email.”
When something happens between two automated emails, Paul noted, you don't want to send another one that leaves the impression that you haven't had a conversation with the prospect yet.
“Everything I wanted to improve in the customer journey, or flow, was available in Pipedrive.”
“I built a highly automated funnel for online training products, meaning a series of emails spaced out over time,” Paul gives as an example.
“Turning on notifications is great, it lets you know when to move it. If you have emails in your connected Outlook account, you can view and respond to them in the same environment. Very clever.”
Paul initially rolled out Pipedrive gradually, signing up four team members (including Paul) to use Pipedrive. They quickly noticed the benefits, as it became easier for them to manage incoming enquiries and they could set up automation for emails and then manually add something when the campaign needed a human touch.
“It was an ad hoc addition, but over the past few months we’ve started using Pipedrive as intended,” says Paul.
