Lead Management with Pipedrive

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The Pipedrive integration allows us to manage customer relationships efficiently. The integration ensures that every interaction with a lead on WhatsApp is automatically synced to Pipedrive. As leads progress through the sales funnel, all relevant information about their interactions is updated in real-time, providing our team with a comprehensive view of each lead’s status.

For example, when a potential customer initiates contact on WhatsApp, their details and conversation history are immediately captured in Pipedrive. This synchronization allows any team member who picks up the conversation to have the full context of previous interactions. They can effectively continue the dialogue, tailoring their approach based on the detailed lead history available.

4. Automating Follow-Ups
If leads become dormant, we re-engage with them by setting up automated follow-up messages. While some follow-ups are automated, agents can customize these interactions to maintain a personal touch. With our Pipedrive integration follow-up tasks are integrated into the lead management system for consistent communication.

5. Personal Touch: The Agent’s Role
Once a lead is qualified, our sales team reaches out directly & arranges a discovery call. As we discuss pain points & aspirations, we show them how to overcome them using Rasayel. If a lead shows interest in a specific feature like our chatbot, we provide more than just explanations.

For example, our sales agent Mostafa creates & shares videos demonstrating the setup & testing of a chatbot flow tailored to the lead’s needs. This practical showcase helps leads see the real-world application of Rasayel.

A screenshot from a video showing a tailor-made chatbot flow.

Additionally, Mahmoud adapts his approach based on what afghanistan whatsapp phone number resonates best with the lead. He might reference case studies of similar companies successfully using Rasayel, discuss comparable use cases, or share testimonials. These strategies help personalize the experience and illustrate the potential impact of our solution on their business.

Our Pipedrive integration allows us to enrich customer profiles in Rasayel with detailed data attributes and conversation tags. These features ensure that every interaction is personalized and relevant, based on the comprehensive insights we gather from each customer’s engagement history.

6. Evaluation Period
After we present our product, customers enter an evaluation period. This is when they decide if Rasayel fits their needs.

For high-value deals with 20+ agents, the evaluation lasts about two weeks. We offer full support during this time. Some customers prefer to explore on their own, while others need help with setup and integrations.

We help them get started with activation calls. We provide training or support calls for setup and integrations. We also check in periodically and follow up when the trial ends.

7. Closing the Deal