Atlas Technology Services
Customer Acquisition
and Account Growth
For the Czech Atlas team, we built a Pipedrive CRM for acquiring new companies and managing existing customers’ requests for additional capacity. Data, communication and reporting stay in one place.
- TechOne role
- Analysis and delivery
- Deliverable
- CRM for acquisition and requests
- Environment
- Pipedrive and Microsoft 365
Context
Sales Starts with a New Company and Continues with the Customer
Atlas imports new companies into Pipedrive and develops them as potential customers. For existing customers, the CRM captures requests for additional capacity.
In both situations, the team needs to keep the company, contacts, sales case, communication and next steps together.
CRM Configuration
Every Sales Case Has a Clear Next Step
The Pipedrive pipeline captures acquisition opportunities as well as customer requests and their progress. The team can see which cases are open, what information is missing and what follow-up is needed.
Custom data and stages reflect the way Atlas manages sales. Salespeople therefore have the context and next step required for every case.
Communication and Data
Company Data and Communication Stay with the Case
External databases supplemented company and contact data. New companies therefore enter the CRM with the context needed for acquisition work.
We also connected Microsoft 365 email and calendar as well as LinkedIn messages. Communication stays with the relevant company and sales case.
Current State
Pipedrive Connects Acquisition and Account Growth
Reporting and KPIs give the team a clear view of new companies being developed as well as open customer requests.
The sales team therefore works in one environment from the first acquisition contact to an existing customer’s request for additional capacity.
