Automating Sales Processes for Architectural Growth
Francisco Mimò
Automating Sales Processes for Architectural Growth
CRM Setup & Automation
Custom pipelines in Pipedrive for leads from Shopify, partner referrals, and website forms.
Automated lead categorization and real-time deal updates.
Zapier automation for connecting Shopify forms with Pipedrive.
Triggered email follow-ups for non-responsive leads.
Automatic task assignments and Slack notifications for better team coordination.
Quote Management & Sales Process Automation
Instant quote generation with automated margin adjustments based on project size.
Integration with DocuSign for easy contract signing and payment collection.
Automated onboarding emails and payment confirmations.
Overview
Industry: Architectural Design & Home Building
Tools: Pipedrive, Zapier, Slack, Google Sheets, DocuSign, Shopify
Challenges
Manual lead tracking slowed down the sales cycle and caused missed follow-ups.
Unstructured email sequences led to inconsistent communication.
Lack of visibility on sales performance and lead conversion metrics.
Results
Manual lead tracking slowed down the sales cycle and caused missed follow-ups.
Unstructured email sequences led to inconsistent communication.
Lack of visibility on sales performance and lead conversion metrics.
Client Testimonial
“"The automation setup streamlined our quote management, ensuring that no lead is lost and allowing us to close deals faster than ever."”
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Posted May 20, 2025
Automated sales processes for architectural growth using CRM tools.
Likes
1
Views
45
Timeline
Jan 13, 2025 - Feb 28, 2025
