Atlas Technology Services
Pipedrive CRM
for a Life Sciences Consultancy
Pipedrive CRM with Czech language interface for Life Sciences consulting firm. Office 365 integration, workflows for long sales cycles, dashboards.
2+ years
Duration
Challenge
Czech branch of a global Life Sciences consulting firm had no CRM. Sales opportunities were tracked in emails and spreadsheets. Sales cycles last months, contracts have high value and management needed pipeline visibility.
No CRM, sales managed through emails and spreadsheets
Sales cycles lasting months with high-value contracts
Need to connect with Office 365 (email, calendar, contacts)
Management without pipeline visibility
Growing team requiring standardized processes
Solution
We deployed Pipedrive, connected it to Office 365 and set up a pipeline matching the length and structure of their sales cycles. We trained the team and have been providing support since.
Pipedrive configuration with custom fields for Life Sciences projects
Email and calendar sync via Office 365
Pipeline and stages matching consulting project structure
Dashboards for performance and pipeline tracking
Team training on real business cases
Ongoing support during branch growth
Technologies Used
Results
Sales opportunities in one place instead of emails
Management sees pipeline status anytime
Office 365 sync without manual data entry
10+ customizations tailored to sales processes
Team follows a standardized process
System grows with the branch, we continuously extend it
Impact
The branch moved from emails and spreadsheets to a shared CRM. Management has pipeline visibility, the team follows a consistent process, and we continue extending the system as the branch grows.
