projects

Iberolat

Integrations

CRM

Automations

Pipedrive CRM integration and business process optimization.

the customer

Specialists in investment consulting in the hotel sector.

Iberolat is a company specialized in the investment and sale and purchase of hotel assets with a presence in Europe, Latin America and Africa. The secret of its success? Having forged a solid team based on trust, flexibility, innovation and transparency.

the challenge

For a company that carries out sales and purchase operations at a global level, the efficient management of its commercial processes is of paramount importance. Therefore, the purpose of this project has been to position Iberolat as a benchmark in hotel investment consulting, through the integration, automation and optimization of all its commercial processes.

"This project has meant a digital transformation for us that has allowed us to move to a higher level in efficiency, accuracy and expansion of our business operations."

Monica Acquani

IBEROLAT - CEO

understanding and definition

We map the business process from start to finish, identifying customers, users, products, operations, activities, funnels, roles, fields, filters and reports.

Group understanding sessions with the Iberolat team.

Individual digital questionnaires with Typeform.

Definition workshops using MIRO (process map, sales funnels, field structure, metrics).

Pipedrive CRM Integration and Configuration

To take Iberolat to the next level, we decided to integrate Pipedrive, the customer management software (CRM) that best suited the needs and objectives.

Main custom implementations carried out in Pipedrive:

Creation and configuration of sales funnels (pipelines).

Configuration of more than 40 customized search filters.

Configuration of activities, alerts, notifications, etc.

Synchronization and configuration of email, calendar and drive for all team members.

Creation of visualization dashboards with real-time statistics (60 reports per dashboard).

Creation of commercial templates (teasers) with the SmartDocs tool.

Induction and training sessions for the Iberolat team (individual and group).