Overview
UK-based property investment specialist working with investors worldwide. The team approached us to bring structure to their sales operations and tie Pipedrive into the rest of their marketing and reporting stack.
What we worked on
- Sales process mapping and pipeline redesign in Pipedrive
- Lead capture, qualification and routing across marketing channels
- Automations to keep deals moving and surface stalled enquiries
- Reporting that gives leadership a single source of truth on pipeline and conversion
In preparation
The full write-up of this engagement is in preparation with the RW Invest team. In the meantime, if you would like to discuss similar work — sales operations for property investment, lead routing, or Pipedrive structure for high-volume enquiry flows — get in touch and we will share more detail.