Customer stories
Great Place to Work Finland Implemented Pipedrive Effectively with the Help of Zimple
In the fall of 2020, Great Place to Work Finland faced a challenge: the old CRM system no longer served the organisation and the team in the best possible way. As a former Pipedrive user, the Head of SaaS Sales at Great Place to Work, Sini Raininko, knew that Pipedrive was a functional and handy CRM system, so the choice of Pipedrive as the new CRM system was straightforward. However, it had been a few years since Sini last used it.
As Pipedrive is continuously updated and new features are added at a rapid pace, it’s good to involve a professional in the implementation project of the new CRM system. This ensures that all the system’s benefits are realised from the first use.
“It was good to get support for the Pipedrive implementation, and (project manager) Henriikka has been incredibly helpful. We have received good tips and concrete help for our work whenever needed,” Sini says. It is challenging to make full use of any system if the understanding of some features or functions is not up-to-date.
Once the situation was clarified with a professional, the whole team at Great Place to Work could put Pipedrive into effective use immediately with Zimple’s help. Sini identified the project’s main benefits with Zimple as data transfer from the previous CRM system, as well as sparring in sales processes, automations, and reporting.
Data transfer
Transferring data from the old CRM system to Pipedrive was easy with Zimple’s expertise. Sini says that Zimple’s Henriikka Front has also been a strong support in matters related to data transfer, and they never left dealing with things alone at any stage.
Although Pipedrive is an easy-to-use CRM system and its own instructions are very comprehensive, personal help and support were considered invaluable. It’s comforting to know that support is always close and quickly available.
Active sparring and support
The project was initiated based on the customer’s needs, and the Great Place to Work team had already done a lot of thinking in advance regarding needs and wishes.
Detailed and carefully done groundwork is a prerequisite for the CRM system to support the organisation’s daily operations, goals, and wishes and for the CRM to grow along with the organisation. Thanks to the well-done groundwork, it was easy to start building a functional entity with Zimple’s team.
“As far as my work is concerned, it has been a great help that Henriikka and Juho have been involved. We have always been able to ask for help and sometimes spar. Sometimes, we have received tips like ‘You should do it this way, or have you considered that.’ I probably could have done it alone, but some hairs would have been pulled out in the process,” Sini laughs.
Getting help and advice has clearly saved time for real, productive work instead of fiddling with the system.
Very useful for the final result, Sini also mentioned active challenging; Zimple’s experts boldly challenged the customer’s own views, thus bringing a valuable perspective to the project.
When implementing the project with Zimple’s professional,you have support available that knows your specific environment, automations, and intricacies. Some kind of help can always be found even by googling, but Google is unlikely to provide answers to your own custom-built processes or specialities found in Great Place to Work’s Pipedrive.
Support is always personal, and our experts know your Pipedrive.
Automations
Attention was paid to automations together right from the start of the project. How should automations be built in Pipedrive to best support the team’s daily operations? Large entities should not be done at once but assembled from smaller pieces. Here, the help received from Zimple was considered very useful because potentially doing it alone would have made the entity too large and complex at once.
Thanks to the automations, customer relationships move smoothly forward in the pipeline. Reminders and the automation of easy and small, but easily lingering routine tasks facilitate the daily work of the Great Place to Work team. Custom-built pipelines enable the whole team to stay on track about the stage of each customer relationship, research, or project.
Pipedrive works well not only as a tool for sales and customer relationship management but also in lightweight project management.
Reporting
The daily life of the GPTW team also consists of a lot of reporting, which was previously mainly done using Excel. As all the required reports could not be run from the previous CRM system, Pipedrive’s diverse reporting options received great praise from Sini.
Creating and sharing reports with Pipedrive is super easy, according to Sini, speeding up reporting and making it more transparent. In short: “Eases everyday life.”
Especially the new feature launched by Pipedrive in the spring of 2021, which allows for easy sharing of report templates via links, has facilitated daily work. Reporting options are diverse and include several features.
“However, it’s important to be aware of what exactly you want to report and what information you want out of the report,” Sini states. Understanding the logic of different data fields is key in this matter.
In conclusion
“With Pipedrive, we have been able to ensure that projects reach their goal. In addition, we have received sparring help from Zimple, and occasionally, someone also challenges us, asking whether it’s worth doing things this way or if it would be better to do it that way.
The professional perspective has been valuable, especially regarding a CRM project, as things get done right the first time, and there’s no need to do it five times ourselves. Henriikka has been really helpful, and we have quickly received help. We have also done a lot of work together, so we have received help and support throughout the process.”
Sini Raininko, Head of SaaS Sales, Great Place to Work Finland
