Apollo.io
Apollo.io is a leading data intelligence and sales engagement platform that enables you to search, interact with and convert over 265 million contacts from more than 70 million companies.
There are countless studies to back this up. *Companies that use customer data manage to multiply their revenues by 2.9 times and reduce costs by 1.5 times. They also increase customer lifetime loyalty (Customer Live Value – CLV).
We help you to audit your own data (first party data) and integrate it inside and outside Pipedrive. This is the core of our services and our added value.
We integrate your ERP data (contacts, sales, orders) with Pipedrive.
We integrate your digital marketing assets and your campaigns. Especially Google Analytics 4.
Integration of PMI and your product catalog to manage your sales.
We integrate contact data and associated sales, enriching the data.
We integrate data in and out of Pipedrive so you can analyze and activate your data.
In the Workshop we help to understand the possibilities of what data to integrate and how. And how to use it in conjunction with pipedrive. The format is 4 hours face-to-face and 2 hours virtual. We recommend that sales, marketing and IT management attend.
We perform the tests for the collection, unification and transformation of the data. In this phase there may be enrichment and other processes before having them available in Pipedrive. This is the most technical part and a POC (proof of concept) is performed before the execution of the project to assess feasibility.
Once the poc has been validated and completed, the data is imported into Pipedrive for use by the sales network. Data visualizations are also included both within Pipedrive or in external platforms (power BI, Locker Studio, client intranet).
The aim is to solve the eternal problem of not creating data silos and losing agility and speed in commercial management.
Do you find yourself in any of these cases? Then we can help you.
Also known as first party data. This is data that an organization collects directly from its own users, customers or audiences without intermediaries. This data comes directly from users’ interactions and behaviors in real life through sales or support and also from digital assets such as websites, mobile applications, sales.
It’s the gold that companies have. Customer databases and everything they know about them. No one else has this information. Use it to improve the profitability of your business.
CRM and Pipedrive is just the tip of the iceberg. There are many things that can be done and very interesting. We recommend a specific workshop to understand the possibilities.
In Pipedrive, we integrate customer sales data that are not directly visible in the CRM, such as those coming from ERP systems. This integration aims to keep customer information up to date, allowing the sales network to access accurate and timely data.
In addition, we incorporate data from various marketing platforms, including Google Analytics 4, paid campaigns and web visitor activity. We have extended this integration to ticketing systems and product catalogs to ensure that our databases reflect real-time changes.
There are other platforms and applications, known as CDP (Customer Data Platforms), designed specifically for customer data integration.
Our recommendation is to include only that information that brings real value to commercial activities, facilitating effective integration between marketing and sales actions.
The data can be used to have more information (for example which are the most profitable or loyal customers by sales history). It can also be used for reporting and decision making. But what we like the most is the activation of the data, that is to say that by changing a field of a customer you can activate a campaign. Or from the CRM itself to send a message or campaign on Linkedin.
Selling is being in the right place at the right time. And from there to be very agile in decision making.
It depends on the complexity. If we have to connect to services (API) extract the information, transform it and torture it to enrich it and give us added value. That is to say that the value of the data is worthwhile.
We have performed simple integrations from 1.500 € to 30.000 € (with data processing and data cleansing of large volumes of databases).
The average integration project ranges from €3,000 to €6,000.
Lower cost integrations are also possible by integrating Marketplace apps that integrate natively (plug and play) or through Makeo Zapier. Costs go down drastically but they are not customized.
It is necessary to assess what is best in each case.
It depends on how critical the information you need to manage customers and sales is. Not all companies and teams need it, but all studies go in the same direction. Companies that don’t have their databases in shambles, with duplicate contacts, are much slower and slower to take any promotional action.
Databases are a company’s most precious gold.
We recommend that you get well informed and value it.
It is about getting data out of Pipedrive to other environments to be able to make reports and data visualizations. Also to integrate the data into other applications, for example to enrich online audiences in Google Analytics 4 or other platforms to be able to activate the information through campaigns.
We import the data into Pipedrive for reporting purposes or to provide more and better information in the sales process.
There are different ways to do this such as manual processes through the Pipedrive interface, the API or Webhooks among other systems.
Sales teams that integrate Pipedrive with business productivity applications are simply more profitable and agile.
There are 45,000 companies out of the 100,000 that are Pipedrive customers that use the market place integrations. On average, a company uses 4 apps daily.
We help you choose from and exploit the 11 categories and 400 business productivity applications available.
Some integrations we like
Apollo.io is a leading data intelligence and sales engagement platform that enables you to search, interact with and convert over 265 million contacts from more than 70 million companies.
TimelinesAI is a platform designed to centralize and optimize the management of WhatsApp communications. It allows you to connect multiple numbers in a shared inbox, collaborate as a team, automate workflows and link WhatsApp with Pipedrive.
Cognito Forms is a tool that allows you to create customized and advanced forms easily and quickly following the no-code philosophy. It offers a variety of functions, such as the ability to collect data through configurable fields, validate information entered by users and process payments securely.
JustCall.io is a cloud-based telephony platform for sales and customer service teams. It offers phone numbers in 58 countries, and allows making and receiving calls and SMS from computers and mobile devices. It also integrates with other communication channels such as email and WhatsApp.
Clorian is a technological platform specialized in the comprehensive management of ticket sales for events, shows, museums, monuments and more. It offers a customized solution that facilitates the sale of tickets both online and in physical points of sale.
Insycle is an advanced data management solution that simplifies the management, automation and maintenance of clean and organized lead and customer databases within Pipedrive.
Make is a cloud-based automation software that interconnects multiple management and productivity tools.
Zapier is an automation platform that allows users to connect web applications and services to automate repetitive tasks without the need to write code.
OneClick is a way to create automation buttons for Pipedrive. You can name the buttons and define who can see them and where.
Zendesk is a customer service solution designed to help support, sales and customer success teams better interact with their customers.
Surfe automates the integration of LinkedIn contacts into Pipedrive, eliminating the need for manual data entry. Save time and optimize your CRM easily.
Klenty is a sales and prospecting automation platform designed to help sales teams manage and optimize their prospecting and lead communication efforts.
Dux-Soup is an automation tool for LinkedIn that allows companies to manage and optimize their interactions with contacts and prospects on the platform, facilitating tasks such as searching, visiting profiles, sending messages and automatic follow-ups.
Leafeder is a sales intelligence platform that enables companies to identify, prospect and manage leads using real-time market data. Within the Pipedrive platform, it is called Web Visitors add-on.
Outfunnel is a data connection platform designed for sales and marketing applications. Its main objective is to help companies optimize their marketing and sales processes by providing a unified view of customer and prospect data.
Dear Lucy is a sales analytics platform that offers customizable dashboards to track KPIs, manage sales pipeline development, recurring revenue metrics and forecasting.
With more than 400 connected applications it is difficult to know which one is the best or, due to lack of knowledge, which ones I can use.
All Marketplace apps go through a certification and validation process. Even so, we recommend not to install any App if you do not have references and validations.
It is also important to know if there is international data transfer and with which countries. And above all the security certificates of those SaaS platforms that are using our data.
Many times the free services do not contemplate these points and are only available in paid versions. This is an important issue to review and you should get advice because the customer who contracts cloud computing services remains responsible for the processing of personal data.
Most of them have a freemium version and others have a paid version.
Sometimes there is a big difference between the cost of the apps vs. the price of Pipedrive, so you have to choose them by evaluating what they provide and how they are going to be used.
Pipedrive has an unbeatable price but if the right apps are used it increases its efficiency considerably.
We must be cautious of the quality and reputation of the app.
We like applications that integrate with LinkedIn and Sales Navigator. Also those that connect with powerful marketing automation packages. We like video to sell as it can track and interactions that go through the web. We also like to see open support tickets and/or customer incidents. At Imanta we use 9 business productivity apps.
It is worth investing time and resources in planning well and having a process in place before jumping into application integration.
It’s nominal. For everything to be plug & play and it’s not. there’s a learning and adoption process. So were we.
We recommend that you value a workshop or a consultancy to understand the opportunities and the adjustments that are necessary in the commercial process and the sales profile of your organization.
And above all, start with a pilot in a simple way. Match by match.
Do you find yourself in any of these cases? Then we can help you.
We have been Pipedrive certified since 2018 and monitor developments since the acquisition by the investment fund Vista Equity Partners in November 2020.
Although there is an enormous amount of guides and videos, companies that invest in customized services improve adoption by 90%. Our plus is integrations.