Case Studies Integrated Life and Financial Planning uses PieSync in combination with Pipedrive to scale their rapidly expanding business

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	Integrated Life and Financial Planning uses PieSync in combination with Pipedrive to scale their rapidly expanding business

Integrated Life and Financial Planning uses PieSync in combination with Pipedrive to scale their rapidly expanding business

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Connectivity Platforms
Applicable Industries	Finance & Insurance Professional Service
Applicable Functions	Business Operation Sales & Marketing
Services	Software Design & Engineering Services System Integration
Challenge	Founder Jerry Bergner left the finance industry after working in it for 25 years to begin Integrated Life and Financial Planning. He initially used ACT for managing his database but found it lacking in contact management capabilities. Bergner then tried Redtail CRM, but it proved to be non-intuitive and difficult to use, especially when importing contacts. The lack of an import function and the need for a consultant to map data led to significant delays and frustration. Bergner realized that he needed a more efficient and user-friendly CRM system to manage his rapidly growing business. Read More
About Customer	Integrated Life and Financial Planning is a life coaching and financial planning advisory service based in Durham, North Carolina, United States. The company focuses on helping clients achieve their financial and life goals through hyper-personalized services. Founded by Jerry Bergner, who has 25 years of experience in the finance industry, the company aims to provide a seamless and efficient service to its clients. Bergner's extensive experience with CRMs and his commitment to client satisfaction drive the company's operations. The business is in its early growth stages and is looking to expand rapidly in the next 12 months. Read More
Solution	PieSync has been instrumental in solving the contact management issues faced by Integrated Life and Financial Planning. The real-time two-way sync feature ensures that business contacts are always up-to-date and accurate. This eliminates the need for manual data entry and reduces the chances of errors, such as calling the wrong number or using outdated email addresses. PieSync works seamlessly in the background, allowing Bergner to focus on his core business activities without worrying about data synchronization. The integration with Pipedrive further enhances the efficiency of the business, making it easier to manage contacts and appointments. The combination of PieSync and Pipedrive has proven to be a game-changer for the company, enabling it to scale its operations smoothly. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Connectivity Platforms

Applicable Industries

Finance & Insurance

Professional Service

Applicable Functions

Business Operation

Sales & Marketing

Services

Software Design & Engineering Services

System Integration

Challenge

Founder Jerry Bergner left the finance industry after working in it for 25 years to begin Integrated Life and Financial Planning. He initially used ACT for managing his database but found it lacking in contact management capabilities. Bergner then tried Redtail CRM, but it proved to be non-intuitive and difficult to use, especially when importing contacts. The lack of an import function and the need for a consultant to map data led to significant delays and frustration. Bergner realized that he needed a more efficient and user-friendly CRM system to manage his rapidly growing business.

About Customer

Integrated Life and Financial Planning is a life coaching and financial planning advisory service based in Durham, North Carolina, United States. The company focuses on helping clients achieve their financial and life goals through hyper-personalized services. Founded by Jerry Bergner, who has 25 years of experience in the finance industry, the company aims to provide a seamless and efficient service to its clients. Bergner's extensive experience with CRMs and his commitment to client satisfaction drive the company's operations. The business is in its early growth stages and is looking to expand rapidly in the next 12 months.

Solution

PieSync has been instrumental in solving the contact management issues faced by Integrated Life and Financial Planning. The real-time two-way sync feature ensures that business contacts are always up-to-date and accurate. This eliminates the need for manual data entry and reduces the chances of errors, such as calling the wrong number or using outdated email addresses. PieSync works seamlessly in the background, allowing Bergner to focus on his core business activities without worrying about data synchronization. The integration with Pipedrive further enhances the efficiency of the business, making it easier to manage contacts and appointments. The combination of PieSync and Pipedrive has proven to be a game-changer for the company, enabling it to scale its operations smoothly.

Impact #1	PieSync has significantly reduced the time spent on data entry, allowing the team to focus on more critical tasks.
Impact #2	The real-time two-way sync feature ensures that contact information is always accurate and up-to-date, improving customer satisfaction.
Impact #3	The seamless integration with Pipedrive has made it easier to manage appointments and client interactions, enhancing overall productivity.

Impact #1

PieSync has significantly reduced the time spent on data entry, allowing the team to focus on more critical tasks.

Impact #2

The real-time two-way sync feature ensures that contact information is always accurate and up-to-date, improving customer satisfaction.

Impact #3

The seamless integration with Pipedrive has made it easier to manage appointments and client interactions, enhancing overall productivity.

Benefit #1	Reduced contact management errors to near zero.
Benefit #2	Saved approximately 10 hours per week on manual data entry.
Benefit #3	Improved client interaction efficiency by 30%.

Benefit #1

Reduced contact management errors to near zero.

Benefit #2

Saved approximately 10 hours per week on manual data entry.

Benefit #3

Improved client interaction efficiency by 30%.

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Overview

Integrated Life and Financial Planning uses PieSync in combination with Pipedrive to scale their rapidly expanding business

Operational Impact

Quantitative Benefit