Integrations

Pipedrive integration with Dear Lucy

Sales analytics platform with Pipedrive integration at a click of a button.

Pipedrive / Pipedrive Integrations / Dear Lucy

Dear Lucy

Dear Lucy is a sales analytics platform that offers customizable dashboards to track KPIs, manage sales pipeline development, recurring revenue metrics and forecasting using AI. It integrates with CRMs such as Salesforce, HubSpot and Pipedrive, providing real-time analytics, goal tracking and performance monitoring. It also enables data visualization on mobile devices and TV screens to motivate teams.

Dear Lucy is a tool designed to facilitate data-driven decision making by providing a clear and accessible visualization of real-time sales performance. Its integration with Pipedrive and various CRMs allows companies to have a complete view of their key metrics, such as recurring revenue and sales performance, in one place, helping sales teams identify opportunities and challenges quickly.

In addition, Dear Lucy allows dashboards to be adjusted for different levels of the organization, from managers to operational teams, allowing access to relevant data according to roles. The platform also stands out for its focus on team motivation, as its dashboards can be projected on screens and mobile devices, keeping everyone aligned with the company’s objectives. And above all, it incorporates the use of AI to integrate predictive models based on CRM information.

Dear Lucy’s pricing is very clear and flexible. Initially, it is set according to the size of the company: €390 for SMEs and €1,450 for large companies.

Análisis de ventas

On integration

01 Why do we like it?

At Imanta, we appreciate Dear Lucy because, in addition to seamlessly integrating with Pipedrive, it allows, among other things:

Real-time data visualization: Data is automatically updated, providing teams with timely information to make quick and accurate decisions.
Easy configuration and deployment: Dear Lucy is simple to deploy, reducing the time required to start viewing important data. Its cross-platform integration and intuitive design allows companies to adopt the tool quickly without the need for complicated configurations or advanced technical knowledge.
Customizable dashboards: You can adjust the reports according to the indicators you are most interested in, showing only the relevant data for each team or individual.
Improves team performance: By projecting objectives and metrics on team screens, it motivates employees by keeping them focused on progress toward goals.
Progress monitoring: Provides a clear view of the sales pipeline, recurring revenue and forecasts, helping companies stay on target.
Easy-to-use interface: Designed for users with different levels of technical skill, its intuitive interface facilitates rapid adoption, allowing teams to focus on results without technical complexity.

Thus, Dear Lucy is an accessible and useful option even for organizations that do not have specialized technical teams.

The only thing you will have to take into account are the costs, compared to Pipedrive licenses they can be high depending on the profile and size of the company (starts at 350 €/month).

It is designed for companies that do not want to depend on their IT teams to manage the visualization and prediction of sales data.

02 When do we recommend it?

If you are looking for a flexible tool that makes it easy to visualize sales metrics and track targets in a simple, real-time manner, Dear Lucy is ideal for a variety of specific cases:

Companies with sales teams looking to visualize real-time performance and optimize their pipelines.
Businesses that use CRMs such as Salesforce or HubSpot, and need an analytics solution that easily integrates them.
Goal-oriented organizations that require continuous monitoring of KPIs and revenue forecasts.
Distributed or remote teams, where it is crucial to keep everyone aligned with the objectives.
Managers looking to motivate their teams by showing results on screens and mobile devices.
SMEs and startups looking for an intuitive solution without the need for robust technical equipment.

Dear Lucy offers two pricing options adapted to different types of companies:

Standard Plan: Aimed at small and medium-sized companies, with an initial cost of $390 per month (billed annually). This plan includes all the standard features, such as more than 300 predefined metrics, sales forecast models, and customizable dashboards. It is ideal for growing companies looking to improve their data visualization without a large upfront investment(
Customized Plan: Designed for large companies or teams with advanced needs, with an initial cost of $1,450 per month (billed annually). This plan offers additional features such as customized metrics and integrations, enterprise-level security, and support for implementation and training.

Both plans are designed to be flexible and scale with the size of the sales team, with the option to add users at no additional cost for each new team member.

In short, Dear Lucy is a versatile and powerful solution that adapts to the needs of companies of all sizes, providing in-depth analysis, clear visualizations and motivational tools for sales teams looking to improve their performance and achieve their goals efficiently.

03 Main functionalities

Among the many features of Dear Lucy, we highlight these:

Visual tracking of performance against targets: the “target engine” allows you to define targets for any sales KPI and monitor performance against targets in real time.
Monitoring the development of the sales process over time: allows you to analyze the development of the pipeline over time and monitor it by salesperson, business area, country or product: offers advanced analysis tools and real-time reports to evaluate the performance of communication campaigns and the success of customer interactions.
Recurring revenue metrics (MMR, ARR, churn): allows you to track and forecast monthly/annual recurring revenue from Pipedrive and other CRMs.
Sales forecasting models: Dear Lucy calculates a real-time sales forecast so you constantly know where your team is headed.
Track sales by different criteria: Dear Lucy brings together all key performance metrics in a single view without the need to scroll or navigate.
Sales dashboards: Dear Lucy’s sales and revenue dashboards can be incorporated into the tools you are already using to allow everyone to easily access your key KPIs.
Easy access management: The user management functions allow you to create user groups and define which control panels are visible for each group. In this way, you can allow and restrict access to the relevant control panels to the right people.
Rotating sales dashboards for TVs: this functionality helps to improve the performance culture within the sales team by displaying selected sales dashboards on TVs in the office.
Email updates: a weekly summary received by email including key sales figures and forecasts can help not only to stay up to date, but also to know how the team is performing and motivate sales.
Instant “out-of-the-box” information: plug & play integrations with Pipedrive help you get started quickly, without hassle.

These features make Dear Lucy a powerful tool for the automation and effective management of customer communications.

04 Alternatives

There are some alternatives to Dear Lucy, among which we highlight:

Tableau:
Tableau is a data visualization tool that allows users to create interactive charts and custom dashboards. It is very powerful for data analysis and integrates with multiple data sources.
Unlike Dear Lucy, which focuses specifically on sales and revenue, Tableau is more versatile and can be used for a wide range of data analysis in different areas, not just sales.

2. Power BI:
Power BI is a business analytics tool from Microsoft that allows users to visualize data and share reports. It offers integration with other Microsoft tools and is known for its real-time analysis capabilities.
While Dear Lucy focuses on aligning the team with sales objectives, Power BI is more of a general analysis tool that can be used by different departments, not just the sales team.

Salesforce Analytics (Einstein Analytics):
This Salesforce tool allows users to analyze sales and performance data in real time. It offers customized reports and predictive analytics to help companies make informed decisions.
Unlike Dear Lucy, which is standalone, Salesforce Analytics is integrated within the Salesforce ecosystem, which can be an advantage if you already use other Salesforce tools.

4. Looker:
Looker is a business intelligence platform that allows users to explore and analyze data in real time. It offers an intuitive interface and allows the creation of customized reports.
Looker is more focused on data exploration and custom reporting, while Dear Lucy is more oriented towards visualizing specific sales and revenue data and aligning the team with those objectives.

05 Contact for more information

If you would like more information on how we can help you with your Pipedrive implementation or integration, please contact us:

06Whychoose Imanta to implement and integrate Pipedrive?

We are from Sales

We like selling, not technology. We know what we want. We have the same problems and speak the same language as the sales teams.

Experts in CRMs

We have used and sold Salesfroce, Hubspot, Soho, Microsoft Dynamics, Insightly. What we value about Pipedrive is the simplicity, the potential and the costs.

Experts in the Process

Our golden rule is to invest 90% of the resources in the process and people. And 10% in technology. Success is in the adoption by the sales team.

Data Experts

Not creating silos of sales data allows you to access and activate information in real time. Selling is about being in the right place at the right time.

Integration Experts

Sales teams that integrate productivity apps and marketing data sell (1.5%) more and faster (12%). On average there are 4 apps connected to Pipedrive.

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