Integrate Pipedrive with Wootric
Pipedrive creates a visual sales pipeline that allows businesses to better manage each stage of their deals. Additionally, Pipedrive provides detailed analytics that show how many deals are won and lost, what stages they are lost at, and how individual agents are performing based on various metrics.
Wootric is a service that can create customers surveys and turn their responses into a measurable metric of customer happiness called a Net Promoter Score (NPS). Wootric’s surveys are designed to get the most responses possible by being both simpler and less aggressive than traditional surveys. The data gathered from these surveys can be used to rate and segment customers as well as offer analytics about your customer base at large.
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Pipedrive's End Points
Retrieve information - like deal ID, associated users, estimated timeline and expected revenue - about any deals that your company has engaged in. This will allow you to better gauge the profitability of individual deals or track deal trends throughout your sales history.
Add, track, or modify contacts that have begun their journey through your sales pipeline. You can see what deals are attached to a person, what organizations they belong to, and what activities are scheduled for that person. This information can help you decide the best course of action for moving that person along your sales pipeline and winning the deals you have with them.
Track products that your company is selling - by product name, price, or product code - or associate products with specific deals in your pipeline. This will give you a more detailed view of the revenue generated by specific products, allowing you to better prioritize them in your sales pipeline.
Fetch data about an activity that is scheduled in your pipeline. This could include things like the activity’s type, due date, and status, along with associated deals, contacts, and organizations. Then, use that data to track the progress and effectiveness of various activities that are being performed to help you win deals.
Get data about an organization that has deals in your pipeline, including the organization’s ID, associated persons, and related deals. This will allow you to track which organizations are delivering the most profitable deals and the best leads.
Wootric's End Points
Track the data associated with your survey responses. This allows Wootric to both provide you with analytic data about your NPS and integrate that data with your CRM.
Interact with data about your end users - including their contact information, their relationship with your company (such as what plan or product they use) and the date they were last surveyed - to gauge how out-of-date your data about each user may be. Then, use this information to decide if/when they should be surveyed again.
Monitor which surveys were declined and by whom. This data includes the ID of the respondent, the survey ID and the time at which it was declined. You can then identify which surveys were unsuccessful and which customers are unlikely to respond to surveys. This can help to accurately segment your customers and better gauge where they are in their lifecycle with your company.