Summary:

• EKN is a high-growth digital advertising agency

• It has a specialized remote sales force in more than 20 countries around the world 

Challenges:

• Know the differences in the sales process between the 4 regions.

• Migrate the databases of the 30 business users to Pipedrive.

• Adapt the flow and information of advertising campaigns to Pipedrive

• Integrate Slack with the Pipedrive sales pipeline.

Solutions:

• We interviewed each region leader and conducted co-creative workshops to map the business process step by step

• We define a process embodied in a global sales funnel for all regions.

• We implement automations to standardize:

  • Country and campaign nomenclatures​

  • Calculation of campaign investment

  • commissions

• We integrate Slack, so that every time a campaign goes to implementation it creates a channel in Slack. 

• We create a unique proposal document with SMart Docs, which is filled automatically taking the data from the CRM.

• We synchronize email to make seller conversations visible.

• We create dashboards of indicators and metrics, by vendor, country, region and global master.

• Visibility groups were created between the regions and the managerial and sales levels.

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