When the Masters of Projects Need a System: How We Helped Projectman’s Experts Conquer Sales with Pipedrive
In just three months, Projectman broke free from the limitations of their old CRM and migrated to Pipedrive. The move provided a clear overview of multiple business streams, ensured account manager continuity, and delivered custom reporting. Thanks to an agile approach, the system went LIVE a full month ahead of schedule.
About the Client
Projectman was founded in 2010 by Petr Janiš, an experienced project manager who wanted to bring a high-quality platform for project management professionals to the Czech Republic. Today, the company is a major player in project and process management, boasting a network of over 100 contractors specializing in PM/Agile, Business Analysis, UX/UI, Data Management, and AI. They provide expert outsourcing, consultations, and tailor-made training.
How We Approached the Project
Enpal, a fast-growing startup with 500 to 1,000 employees and annual revenue of €900M, reached out to us because their existing Pipedrive setup was ineffective. It was clear that they needed a scalable solution to handle the increasing demand for their products and services. Their CRM system was inefficient and required too much manual work, limiting their ability to track performance and process orders quickly.
A Strong Start with an In-Depth Analysis
During our initial analysis, we identified several critical issues in Enpal's Pipedrive setup that prevented them from fully leveraging the CRM’s potential. Thanks to close collaboration with the Enpal team, we were able to move quickly. The first step was setting up communication channels to ensure fast information exchange and issue resolution, which was crucial given the tight deadline for implementing the new solution.
During our initial analysis, we identified several critical issues in Enpal's Pipedrive setup that prevented them from fully leveraging the CRM’s potential. Thanks to close collaboration with the Enpal team, we were able to move quickly. The first step was setting up communication channels to ensure fast information exchange and issue resolution, which was crucial given the tight deadline for implementing the new solution.
Even Complex Processes Can Be Simple in Pipedrive
Enpal’s sales cycle is highly complex, involving lead validation, qualification, needs assessment, ROI measurement, financing, feasibility analysis, delivery, and subsidy processing. We divided this cycle into specialized teams and established structured workflows and pipelines. Now, each team has dedicated KPIs and operates within its own pipeline, enabling smooth handovers between teams through automation.
More Teams in Pipedrive Is A Major Advantage
The presales team can now qualify leads faster and schedule meetings more efficiently by validating available time slots in sales reps' calendars. Sales reps can generate professional presentations for customers with a single click and update them instantly as input data changes.
Additional teams were provided with their own pipelines, accelerating order processing while increasing accountability. With the right training, Pipedrive now handles thousands of leads daily, allowing Enpal to respond quickly to customer needs and enhance the overall customer experience.
“We needed help restructuring our Pipedrive setup to match our fast-growing demand. Thanks to Dáváme, we were able to optimize our processes in less than a month and reignite our massive growth—now in a manageable way.”
Enpal
Conclusion
The Enpal case study highlights the importance of a well-implemented CRM system for scaling a business effectively. With the right Pipedrive setup, Enpal significantly improved efficiency, increased lead processing capacity, and enhanced customer experience. Their success demonstrates that selecting and implementing the right CRM system can lead to substantial improvements in sales processes and overall business growth.
Designed specifically for individual business units
Implementation was faster than originally planned
The entire sales team is trained and actively using the system
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