Кейс KEYSTONE EQUITIES

KEYSTONE EQUITIES is a real estate owner and operator focused on the acquisition and redevelopment of commercial, residential, and industrial properties across select U.S. markets.

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YEAR

2023

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PROJECT DURATION

4-5 weeks

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TECHNICAL SUPPORT

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SPECIALISTS INVOLVED

1 person

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Рік

2023

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Тривалість проєкту

4-5 діб

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Технічна підтримка

немає

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фахівців було залучено

1 людина

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Challenges

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    Reduce the complexity of managing multiple pipelines in Pipedrive CRM;
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    Ensure that emails are sent with appropriate templates based on the current deal stage;
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    Optimize action management after sending an email.

Challenges

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    Reduce the complexity of managing multiple pipelines in Pipedrive CRM;
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    Ensure that emails are sent with appropriate templates based on the current deal stage;
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    Optimize action management after sending an email.

Solutions

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    Configure automatic email sending when a deal is moved to a new stage. This facilitates communication with clients and enables quick response to stage changes in deals.
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    Develop a system that automatically selects and sends the relevant email template upon changing the deal stage.
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    Create a system that automatically generates activities for future actions 30 days after sending an automatic email, aimed at managing future actions.
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    Return the deal to the initial stage after performing necessary actions to update the deal status and prepare it for the next stages.
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Project Details

The primary tool for implementing this task is Make.The implementation process looks as follows:

STEP 1. AUDIT

Check in Pipedrive CRM for the creation or update of a deal.

STEP 2. TO BE DETERMINED

Determine which of the three pipelines this deal belongs to.

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STEP 3. WE RECEIVE INFORMATION

Obtain necessary information from the Person section - last name, first name, email.

STEP 4. AGREEMENT STAGE

Check which stage this deal belongs to. Subsequently, the corresponding email is automatically sent.

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STEP 5. ACTIVITY BY AGREEMENT

After sending the email, the deal moves to the first stage, and the system adds an Activity to this deal with an action deadline in 30 days.

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Project Details

The primary tool for implementing this task is Make.The implementation process looks as follows:

STEP 1. AUDIT

Check in Pipedrive CRM for the creation or update of a deal.

STEP 2. TO BE DETERMINED

Determine which of the three pipelines this deal belongs to.

Illustration

STEP 3. WE RECEIVE INFORMATION

Obtain necessary information from the Person section - last name, first name, email.

STEP 4. AGREEMENT STAGE

Check which stage this deal belongs to. Subsequently, the corresponding email is automatically sent.

Illustration

STEP 5. ACTIVITY BY AGREEMENT

After sending the email, the deal moves to the first stage, and the system adds an Activity to this deal with an action deadline in 30 days.

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Results

Enhanced efficiency in client communication: Automatic email sending with appropriate templates facilitates quick and cohesive communication with clients at various deal stages.

Reduced time and effort: Automated processes simplify routine tasks and enable employees to focus on more critical aspects of client interactions.

Optimized workflow: The system automatically generates activities and updates the deal status, contributing to effective management and planning of future actions.

Improved team collaboration: Reducing the complexity of managing multiple streams enhances better coordination and collaboration among different teams.

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Results

Enhanced efficiency in client communication: Automatic email sending with appropriate templates facilitates quick and cohesive communication with clients at various deal stages.

Reduced time and effort: Automated processes simplify routine tasks and enable employees to focus on more critical aspects of client interactions.

Optimized workflow: The system automatically generates activities and updates the deal status, contributing to effective management and planning of future actions.

Improved team collaboration: Reducing the complexity of managing multiple streams enhances better coordination and collaboration among different teams.

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Julia Andrusiak

Account Director

+38 050 700 75 72

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