{"id":5374,"date":"2023-08-30T10:58:20","date_gmt":"2023-08-30T10:58:20","guid":{"rendered":"https:\/\/www.klenty.com\/blog\/?p=5374"},"modified":"2024-02-29T11:45:17","modified_gmt":"2024-02-29T11:45:17","slug":"klenty-pipedrive-integration-case-study","status":"publish","type":"post","link":"https:\/\/www.klenty.com\/blog\/klenty-pipedrive-integration-case-study\/","title":{"rendered":"[Case Study] Klenty-Pipedrive Integration: How We Automated Our Entire Sales Workflow and Doubled Sales Team Productivity"},"content":{"rendered":"\n<p>Klenty, in combination with Pipedrive, helps sales teams maximize their productivity by automating the top-of-the-funnel activities such as reaching out to cold prospects by sending personalized emails at scale.<\/p>\n\n\n\n<p>Using Klenty + Pipedrive integration, each salesperson in our team is now able to reach out to and follow-up with twice the number of leads every day, by automating their workflow. And focus more on closing more deals.<\/p>\n\n\n\n<div class=\"wp-block-group has-background\" style=\"background-color:#ececec\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><strong>In this case study, you\u2019ll learn about:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>How does our sales team fully-automate the top-of-the-funnel activities<\/em><\/li>\n\n\n\n<li><em>How we handle middle-of-the-funnel leads in a semi-automated manner<\/em><\/li>\n\n\n\n<li><em>How we fully personalize sales conversations with bottom-of-the-funnel leads and automatically keep Pipedrive up-to-date<\/em><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"about-klenty\">About Klenty<\/h2>\n\n\n\n<p>Klenty is a Sales Engagement Platform that helps sales teams automate outreach and communication with prospects at scale, thereby leading to more converted opportunities.<\/p>\n\n\n\n<p>More than 1000 customers from across the world use the platform to engage their customers with personalized email conversations and close more deals.<\/p>\n\n\n\n<p>Founded in 2015, Klenty is a fast-growing technology company with a team of about 30 people.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"klenty-as-a-product\">Klenty as a Product<\/h2>\n\n\n\n<p>At its core, Klenty is a tool that automates the mechanical\/repetitive parts of the top-of-the-sales funnel activities like executing targeted outreach campaigns, following up, tracking engagement metrics, etc &#8211; to help sales teams focus more on meaningful activities such as building relationships, finding solutions and closing deals.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"why-klenty-chose-pipedrive\">Why Klenty Chose Pipedrive<\/h2>\n\n\n\n<p>When it comes to picking our tech-stack, we prefer to work with light-weight, flexible tools that are a joy to work with and are self-serve by design.<\/p>\n\n\n\n<p>So, when we were looking for a CRM could serve as the backbone of our customer data while still being simple and easy-to-use, Pipedrive came as an easy choice that ticked all the boxes.<\/p>\n\n\n\n<p>Getting buy-in for Pipedrive was a breeze. It was very user-friendly and our sales team loved using it.<\/p>\n\n\n\n<p>The tool is now used as a single source of truth across all customer-facing teams including sales, marketing, and customer success.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-klenty-uses-pipedrive\">How Klenty Uses Pipedrive<\/h2>\n\n\n\n<p>To understand how Klenty uses Pipedrive, picture Pipedrive as the base over which all our other tools function.<\/p>\n\n\n\n<p>All the customer-facing teams of Klenty &#8211; sales, marketing, and customer success &#8211; use Pipedrive as the central stack to record all the customer information and their interactions with them.<\/p>\n\n\n\n<p>Apart from this, each team has its own specialized tool that works hand-in-hand with Pipedrive.<\/p>\n\n\n\n<p>While Pipedrive is magical, using Klenty + Pipedrive unleashes the real productivity gains for our sales team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-klenty-pipedrive-integration-increased-our-sales-team-s-productivity\">How Klenty + Pipedrive Integration Increased Our Sales Team\u2019s Productivity<\/h2>\n\n\n\n<p>Klenty\u2019s native integration with Pipedrive adds powerful email automation capability to the CRM.<\/p>\n\n\n\n<p>This means sales teams can be more effective by automating their workflows.<\/p>\n\n\n\n<p>At Klenty, we use Klenty + Pipedrive integration to automate sales engagement workflows across the sales funnel.<\/p>\n\n\n\n<p>Typically, our sales team uses three types of workflows with Klenty + Pipedrive integration:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">a. Fully Automated, Top-Of-The-Funnel Workflow<\/h3>\n\n\n\n<p>A sizeable part of the top-of-the-funnel activities involves monotonous tasks &#8211; such as sending emails, following-up, tracking engagement metrics, etc &#8211; these tasks take away a rep\u2019s time from selling and can be fully automated.<\/p>\n\n\n\n<p><strong>Here\u2019s how Klenty + Pipedrive integration can help you fully automate this entire workflow of following with up leads.<\/strong><\/p>\n\n\n\n<p>A \u201cdeal\u201d gets created in Pipedrive every time a prospect signs up for a free trial. Our Sales Development Rep then qualifies the eligible deals to the next stage of the pipeline.<\/p>\n\n\n\n<p>As soon as the deals are moved to the next stage, the email campaigns automatically start for them without the sales reps intervention.<\/p>\n\n\n\n<p>The \u201cAuto-import prospects\u201d feature in Klenty automatically imports all these qualified leads from Pipedrive to Klenty every few hours.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"197\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-import-pipedrive-contacts.webp\" alt=\"Klenty automatically imports contact from pipedrive\" class=\"wp-image-6900\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-import-pipedrive-contacts.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-import-pipedrive-contacts-300x58.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-import-pipedrive-contacts-768x148.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-import-pipedrive-contacts-755x145.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p>These leads are then automatically added to an appropriate <a href=\"https:\/\/www.klenty.com\/email-cadences\/?utm_source=blog&amp;utm_medium=pipedrive-integration\" target=\"_blank\" rel=\"noreferrer noopener\">\u201cCadence\u201d<\/a> &#8211; a series of well-defined steps as to how and when the lead should be contacted &#8211; using \u201cAuto-add Prospects to Cadence\u201d feature.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"513\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-add-prospects-to-cadence-feature.webp\" alt=\"Klenty automatically adding leads to appropriate cadences\" class=\"wp-image-6901\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-add-prospects-to-cadence-feature.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-add-prospects-to-cadence-feature-300x150.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-add-prospects-to-cadence-feature-768x385.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-auto-add-prospects-to-cadence-feature-755x378.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1608\" height=\"932\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/adding-prospects-to-a-cadence.gif\" alt=\"Selecting cadence type for different prospects\" class=\"wp-image-6903\"\/><\/figure>\n\n\n\n<p>When a lead replies to an email, the cadence stops and a task\/ reminder is created for the sales rep in Pipedrive so that he can engage with him manually.<\/p>\n\n\n\n<p>This way, all the tedious work of consistently following-up with leads is fully taken over and there is zero intervention from our sales team at this stage.<\/p>\n\n\n\n<p>The best part of Klenty-Pipedrive integration is that all the lead engagement data is constantly tracked and the progress is automatically synced back in Pipedrive. This keeps the CRM fresh and up-to-date with the most relevant data.<\/p>\n\n\n\n<p>This is possible with the triggers and actions available as part of our integration. This implies that for every \u2018trigger\u2019 that happens in Klenty (for eg; email open, reply, etc); a corresponding action takes place in Pipedrive automatically (for eg; a deal moving to next stage, create a task, etc)<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"489\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/auto-action-feature-klenty-pipedrive-integration.png\" alt=\"Klenty's triggers and actions feature\" class=\"wp-image-6906\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/auto-action-feature-klenty-pipedrive-integration.png 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/auto-action-feature-klenty-pipedrive-integration-300x143.png 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/auto-action-feature-klenty-pipedrive-integration-768x367.png 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/auto-action-feature-klenty-pipedrive-integration-755x361.png 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>And finally, a task is created to remind the salesperson to kill all the lost\/unengaged deals in thirty days from the date of creating them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">b. Semi-Automated, Middle-Of-The-Funnel Activities<\/h3>\n\n\n\n<p>When a lead either product-qualifies himself by doing some activity in Klenty or enquires via email\/chat or schedules a demo, the deal moves to the middle of the sales funnel<strong>.<\/strong><\/p>\n\n\n\n<p>At this stage, the leads require some personalized attention &#8211; like answering their specific queries, sending them relevant product training emails, etc.<\/p>\n\n\n\n<p>It is difficult to constantly toggle back-forth between a CRM and your email automation tool to get this done &#8211; and Klenty understands this.<\/p>\n\n\n\n<p>And that is where Klenty\u2019s in-app extension helps the sales reps immensely. They can communicate and engage with the prospects without leaving Pipedrive CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"344\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-in-app-extension-1024x344.webp\" alt=\"Klenty\u2019s in-app extension helps sales reps immensely\" class=\"wp-image-6908\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-in-app-extension-1024x344.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-in-app-extension-300x101.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-in-app-extension-768x258.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-in-app-extension-755x253.webp 755w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-in-app-extension.webp 1398w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>They manually select this set of prospects to be personally attended to, remove them from the existing cadence and add them to a different cadence &#8211; all of this from within Pipedrive.<\/p>\n\n\n\n<p>This saves our sales reps a lot of time and effort as they no longer switch between multiple tools.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">c. Fully-Personalized, Bottom-Of-The-Funnel Activities<\/h3>\n\n\n\n<p>In the final stages of the funnel, when we\u2019re dealing with highly engaged\/hot leads &#8211; like negotiating the deal, reaching terms on start-dates, etc &#8211; our sales team is mostly engaged in one-on-one conversations with the leads.<\/p>\n\n\n\n<p>In this stage, we use the Chrome plugin of Klenty to send personalized emails via Gmail to take the lead to closure.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"291\" height=\"788\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-email-live-feed-dashboard.webp\" alt=\"Klenty's chrome plugin sending personalized emails via gmail\" class=\"wp-image-6909\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-email-live-feed-dashboard.webp 291w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-email-live-feed-dashboard-111x300.webp 111w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/klenty-email-live-feed-dashboard-170x460.webp 170w\" sizes=\"auto, (max-width: 291px) 100vw, 291px\" \/><\/figure>\n<\/div>\n\n\n<p>A history of all these emails sent via Gmail to the lead along with their engagement data is automatically synced back in Pipedrive at regular intervals &#8211; this gives the salesperson additional intelligence on the likelihood of the lead turning into a customer.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"598\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/email-profiles-dashboard.webp\" alt=\"Prospect's engagement data is automatically synced back in Pipedrive\" class=\"wp-image-6910\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/email-profiles-dashboard.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/email-profiles-dashboard-300x175.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/email-profiles-dashboard-768x449.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/email-profiles-dashboard-755x441.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"conclusion\">Conclusion<\/h2>\n\n\n\n<p>At Klenty, we don\u2019t want our sales team to spend their valuable time in manual, repetitive tasks that can easily be automated.<\/p>\n\n\n\n<p>Rather, we want them to spend their time in real &#8211; and important parts of their work &#8211; like building relationships, finding solutions, negotiating terms and closing deals. <a href=\"https:\/\/www.klenty.com\/pipedrive-integration\/?utm_source=blog&amp;utm_medium=pipedrive-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Klenty-Pipedrive integration<\/a> is built to achieve exactly that.<\/p>\n\n\n\n<p>The Klenty + Pipedrive integration helps our sales team save hours every day, allowing them to focus more on closing more deals.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Klenty, in combination with Pipedrive, helps sales teams maximize their productivity by automating the top-of-the-funnel activities such as reaching out to cold prospects by sending personalized emails at scale. Using Klenty + Pipedrive integration, each salesperson in our team is now able to reach out to and follow-up with twice the number of leads every [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"rank_math_title":"[CASE STUDY] Klenty-Pipedrive Integration: How We Automated our Entire Sales Workflow and Doubled Sales Team Productivity","rank_math_description":"Learn how our sales team use Klenty-Pipedrive integration to automate its entire sales workflow and improved its productivity by 200%.","footnotes":""},"categories":[10],"tags":[],"class_list":["post-5374","post","type-post","status-publish","format-standard","hentry","category-sales-engagement"],"_links":{"self":[{"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/posts\/5374","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/comments?post=5374"}],"version-history":[{"count":23,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/posts\/5374\/revisions"}],"predecessor-version":[{"id":22702,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/posts\/5374\/revisions\/22702"}],"wp:attachment":[{"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/media?parent=5374"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/categories?post=5374"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/tags?post=5374"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}