B2B CRM Selection & Implementation for EdTech Sales Growth

The Challenge

An innovative Austrian EdTech company's B2B sales team lacked a dedicated CRM, leading to inefficient lead management, inconsistent follow-up, and poor visibility into the sales pipeline.

Approach & Execution

Project Overview

An Austrian EdTech innovator needed to implement its first dedicated CRM system to bring structure and efficiency to its growing B2B sales operations.

Work Done

Process Analysis: Mapped the existing B2B sales process, identifying pain points and opportunities for improvement through a CRM.
Requirements Definition: Documented key functional requirements for lead tracking, deal management, activity logging, and reporting.
Vendor Evaluation: Researched and compared market-leading CRM solutions (Pipedrive, HubSpot, Salesforce Essentials, etc.) based on features, usability, integration capabilities, and pricing.
Recommendation & Rollout: Presented the evaluation findings and recommended Pipedrive. Managed the setup, configuration (custom fields, pipeline stages), data import (if applicable), and team training during the rollout phase.

Deliverables

Documented sales process analysis and CRM requirements.
CRM vendor evaluation report and recommendation.
Successfully configured and rolled-out Pipedrive CRM instance.

Solution Overview

Analyzed the existing sales workflow and identified key requirements for a CRM. Evaluated leading platforms (including Pipedrive, HubSpot, Salesforce) against functional needs and budget. Recommended and managed the implementation and rollout of Pipedrive, tailoring stages and fields to the client's sales cycle.

Key Results & Impact

Successfully implemented Pipedrive CRM, adopted by the entire B2B sales team.
Provided a standardized, structured system for managing leads and deals through the sales lifecycle.
Improved visibility into sales activities and pipeline health for management.