Hoffman Agency is a company with offices in Montreal and Toronto that designs and develops digital platforms. They have developed expertise in UX and UI design for the creation and optimization of existing platforms.

Dominic Gignac, the president, wanted to optimize his sales department for the development of new opportunities and to have better visibility into his future sales projections.

We chose to implement Pipedrive CRM for managing his business and integrate it with his project management software (Asana) and his accounting software (Xero).

Project Goals

‍Before starting this project with Liboiron, the Hoffman team used Google Sheets for their sales pipeline management and to have their KPI reports.

Moreover, all tasks related to the start of a new project had to be manually done by the project manager.

We began this project by planning the different Pipedrive pipelines to be built and listing the fields needed to assist them in their short and long-term case management. We set up the CRM and connected it with Asana and Xero to automate tasks like these:

• synchronization of contact information between Pipedrive and Xero
• automated quote creation in Xero from Pipedrive with the information contained therein
• updating the opportunity in Pipedrive when a quote is signed
• project creation in Asana and Google Drive folder creation when a project is won

Subsequently, we created reports in the CRM to allow for easy and quick analysis of the sales situation at Hoffman.

Benefits of Pipedrive

‍Following the system's implementation, the Hoffman team manages its sales-related tasks much more easily.

• Productivity gains by centralizing and automating tasks in the CRM
• Reduction of the sales cycle due to better file tracking
• Better visibility thanks to automated reports

Advice for a company wanting to implement Pipedrive

‍Before diving into configuring the Pipedrive software, we strongly suggest mapping out your business processes and planning the tool to avoid unpleasant surprises and time losses.

Planning before starting the realization may seem to slow down the project, but in fact, costly mistakes will be avoided.

We meet many clients who tell us that Pipedrive is not powerful enough for their needs, yet they only use 20% of the tool's potential.

At Liboiron, we help companies implement Pipedrive from A to Z. We have implemented dozens and are demanding users ourselves.

If you need help setting up a CRM in your organization, don't hesitate to contact us!

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