How we implemented Pipedrive for Urban Collective to streamline lead management and nurture workflows

1. Pipedrive CRM Setup:

• Configured account, user permissions, dashboard and reports
• Customised pipelines/stages to their sales processes
• Integrated both the new landing pages and website lead forms into Pipedrive for seamless pipeline visibility

2. Lead capture and deal management:

• Built custom landing pages with project-specific questions to pre-qualify prospects
• Guidance provided on creating deals/contacts and scheduling activities

3. Email nurture and communications:

• Designed a fully automated journey in Pipedrive Campaigns and automations (autoresponders and nurture)
• Created a mobile-first, drag-and drop email template for easy internal updates
• New lead programme: automated trigger delivering emails with define objectives, content themes, and entry/exit logic.

4. Training and documentations:

• Delivered tailored training and workflow documentation (pipeline, deals/activities, campaigns)
• Setup custom workflows for some system transactions, such as deals and unsubscriptions

"This project showcased the true value of aligning a lightweight CRM like Pipedrive with highly targeted comms. It not only saved the client manual admin hours but gave them clarity on what stage each lead was at, helping them close faster."

— Sam Gossage, Head of Automation, Social Garden