HubSpot · Consultant-led salesIMPACT
IMPACT connected HubSpot with Slack, Chorus, Zoom and Vidyard so consultants could sell from familiar tools while activity returned to the CRM.
HubSpot→Slack→Chorus→Zoom→Vidyard
Deklarowany wynik
Vendor case study reports 344% more HubSpot activity and 39% faster average closed-won deals.
Case study dostawcy ↗Pipedrive · SaaS inbound and demo salesDocument360
Document360 used customised pipelines plus Outlook, Zapier and Autopilot, then connected won-customer data to Churn360.
Pipedrive→Outlook→Zapier→Autopilot→Churn360
Deklarowany wynik
Vendor case study reports 4–6 hours saved per week and a tenfold increase in leads.
Case study dostawcy ↗Livespace · Solar sales and fulfilmentiSymbiOZE
iSymbiOZE mirrored sales and fulfilment in Livespace, using Zapier and an SMS API to automate handoffs and customer status notifications.
Livespace→Zapier→SMS API→Operations
Deklarowany wynik
Vendor case study reports twice as many customers without adding staff and a 60% efficiency increase.
Case study dostawcy ↗Livespace · Tender-platform B2B salesOpen Nexus
Open Nexus connected customer entry, meetings, reminders, contracts, invoices and implementation tasks around Livespace automations.
Livespace→Calendar→Contracts→Invoices→Delivery tasks
Deklarowany wynik
Vendor case study reports more than 1,500 hours saved over 18 months.
Case study dostawcy ↗Microsoft Dynamics 365 · Field service and revenue operationsG&J Pepsi
G&J Pepsi connected Dynamics 365 Sales with Field Service, Remote Assist and the wider Microsoft environment.
Dynamics 365 Sales→Field Service→Remote Assist→Microsoft Cloud
Deklarowany wynik
Microsoft’s customer story reports a $30 million profit increase across the transformation programme.
Case study dostawcy ↗Zoho CRM · High-volume financial operationsIDT
IDT used Zoho CRM as a hub across Zoho and third-party applications for remittance, support and operational workflows.
Zoho CRM→Workflow automation→Zia→Inventory systems
Deklarowany wynik
Zoho’s case study reports productivity increasing by up to six times per month.
Case study dostawcy ↗Pipedrive · High-volume SaaS salesFalcon
Falcon connected Pipedrive to lead capture, document generation and marketing workflows while keeping sellers in a shared pipeline.
Pipedrive→Zapier→Mailchimp→ORBTR→Google Docs
Deklarowany wynik
Pipedrive reports 120 active users, more than 100 leads handled daily and 98% customer satisfaction.
Case study dostawcy ↗Pipedrive · Executive recruitmentKey Search
Key Search built more than 100 automations around Pipedrive and connected proposal and workflow tools to reduce repetitive administration.
Pipedrive→PandaDoc→Make→Recruitment workflow
Deklarowany wynik
Pipedrive reports that the automated process became 40% faster.
Case study dostawcy ↗Livespace · Process-led B2B salesKaleta Group
Kaleta Group structured its sales process in Livespace to make deal ownership, activity and management visibility more consistent.
Livespace→Sales process→Tasks→Reporting
Deklarowany wynik
The linked Livespace case study describes the customer’s implementation and vendor-reported operating results.
Case study dostawcy ↗Livespace · Managed cloud services salesHostersi
Hostersi used Livespace to standardise B2B pipeline work and give managers a clearer view of sales execution.
Livespace→B2B pipeline→Activities→Management reporting
Deklarowany wynik
The linked Livespace case study describes the customer’s implementation and vendor-reported operating results.
Case study dostawcy ↗Gorgias · Omnichannel ecommerce serviceOger
Menswear retailer Oger brought ecommerce customer conversations into Gorgias to reduce response and resolution time.
Gorgias→Ecommerce store→Customer service→Automation
Deklarowany wynik
Gorgias reports 61% faster first response and 69% faster resolution.
Case study dostawcy ↗ Metoda: przepływy i wyniki pochodzą z podlinkowanych materiałów dostawców; nie są niezależnie audytowanymi wynikami CRMatlas.