The importance of CRM reporting and forecasting

Reporting and forecasting

The Case Industry:  Digital Business model:  Business To Business Company dimensions:  20 mil Company type: International The Situation Our client asked us to support their team in a project to develop a better Reporting and Forecasting in their Pipedrive CRM. The company has 20 salespeople in two teams who follow 7 markets in 3 continents […]

CRM Phone integration | VOIP

Channels voip

Are you looking to integrate your favourite CRM with a competent VOIP phone system? easyCRM has chosen Channels as the more balanced tool to help our clients to increase productivity. We want to help your business thrive and keep your customers happy. Channels easily integrates with Pipedrive, Magento, and Shopify.  Channels comes featured with useful functions […]

Retail CRM and Process Management

Retail and CRM

The Case Industry: Appliances, electronics and home hardware retail Business model: B2C Company dimensions: 20 mil, 25 employees  Company type: trading company, Limited partnership, 20 years’ history The Situation Physical stores are still important for client’s experience as they like to visit stores, get confidence with products and find other products. E-commerce is a growing […]

DocuSign integration with Pipedrive

easycrm is excited to announce DocuSign integration with Pipedrive! Thanks to the hard work of our developers, you can now control your documents within Pipedrive. Here’s your chance to be among the first adopters: a special offer of £4.50 per person per month instead of £6. Benefit from being an early adopter and speed up […]

Case study of CRM migration

Client: Digital Services Company Location: London Dimension: 140 employees Turnover: 50+ mil The Challenge The company had been using an upmarket CRM for over 4 years, but lately they had figured out that many of the services and features of that CRM were not used at all. Their sales process is long and of high […]