Increasing efficiency through better CRM practices

Pipedrive CRM case study

The challenge

In 2021, John Melbourne, Managing Director of Urban Energy Solutions was looking to accelerate growth and improve efficiency in his own business, by making it easier to collect and manage his customers’ data, and monitor subcontractors’ work.

The business required a solution that could meet their immediate needs plus provide long-lasting benefits. However, with so many different CRM solutions to choose from, John decided to engage Conduit to provide the practical advice and support needed to facilitate the selection and implementation of the right CRM system.    

Key objectives

Urban Energy Solutions

About Urban Energy Solutions

Urban Energy Solutions Ltd specialises in providing homeowners and private tenants direct access to ECO government grants for making energy-efficient upgrades to their properties, such as installing insulation or replacing old boilers. Their expert advisors help low-income households increase the efficiency of their homes, resulting in reduced carbon emissions, lower heating bills and helping to tackle fuel poverty.

The solution

Following an assessment of business processes and technical infrastructure, Conduit recommended the Pipedrive CRM platform and provided a comprehensive demo to illustrate how it would meet Urban Energy Solutions’ needs.

Conduit demonstrated that Pipedrive provided a good balance of required features and functionality, without the extra cost and longer implementation timescales of other CRM systems.

Urban Energy Solutions were impressed by the easy-to-use CRM solution and could quickly see how it would take the effort out of organising sales and business activities. With the added benefit that it can be integrated easily with many 3rd party software applications, allowing its capabilities to be extended as and when required.

pipedrive logo
Pipedrive CRM

With the selection made, Conduit worked with Urban Energy Solutions to configure Pipedrive to suit their specific needs. Including enabling Urban Energy Solutions to manage customer applications, due-diligence activities and the ECO3 installation lifecycle through a bespoke pipeline created for them. Customer data and documents were centralised in one place and import/export features tailored to allow Urban Energy Solutions to match records against 3rd party suppliers much more easily.

How we helped

Outcome

Conduit were able to select and implement a CRM solution for Urban Energy Solutions, tailored to their specific needs and requirements, in just a few focused Zoom sessions with key stakeholders.

The project took less than three weeks to complete from the kick-off date and Urban Energy Solutions Ltd is benefiting from a CRM solution that provides the following key features: 

"CRM Conduit guidance and Pipedrive software have changed the way we work for the better. The ability to completely customize the data fields and our pipeline gives us full control and visibility of what’s going on with the business.
 
Before Pipedrive, our customer data was stored in multiple places and formats, so it was difficult and time-consuming to find. Now we simply search for a customer name or deal and have instant access to all the relevant information in one place."

John Melbourne, MD, Urban Energy Solutions

Get in touch about your project

If you would like to know more, discuss your requirements, or arrange a Pipedrive demo, we would love to hear from you:

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