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Unify Your Sales and Marketing Data for Smarter Automation with Pipedrive and Ortto Autopilot Integration
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Merge Pipedrive and Ortto Autopilot data streams into Improvado seamlessly.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Pipedrive is a sales-focused customer relationship management (CRM) platform designed to help businesses streamline their sales processes through intuitive pipeline management and activity tracking. It offers features such as customizable deal stages, automated follow-ups, and detailed reporting dashboards that allow sales teams to prioritize leads and monitor performance efficiently. Given that analytics teams spend 60-80% of their time on data preparation, having a structured CRM like Pipedrive reduces manual data entry and ensures cleaner, more accessible sales data for analysis.
Additionally, Pipedrive integrates seamlessly with tools like Improvado, which consolidates marketing and sales data from multiple sources. This integration enhances the platform’s analytical capabilities by automating data aggregation, thereby increasing analytical productivity by 2-3×. As a result, companies can focus more on deriving actionable insights rather than on tedious data prep, accelerating decision-making and improving overall sales strategy execution.
Ortto Autopilot is a customer journey orchestration platform designed to automate and personalize marketing efforts, helping businesses increase engagement and conversion rates. By streamlining campaign management, it reduces manual tasks and allows teams to focus on strategy and creativity.
Integrating with Improvado, Ortto cuts weekly data reconciliation from 8 hours to just 30 minutes, improving reporting accuracy and saving valuable time. This efficiency boost supports data-driven decisions that drive growth and optimize marketing ROI.
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The Pipedrive + Ortto Autopilot dashboard provides a centralized view of sales and marketing workflows, streamlining data insights and task management. Users can track lead progress with real-time updates and automate routine communications effectively. This integration reduces procurement complexity by 85%, making resource allocation more straightforward and transparent.
This integration syncs your Pipedrive CRM data with Ortto Autopilot's marketing automation tools, enabling targeted campaigns based on real-time sales data. Improvado can facilitate enhanced data aggregation for smoother workflows.
Integrating these platforms improves lead nurturing and sales follow-up by automating personalized communication. Additionally, Improvado helps analyze cross-channel data to optimize marketing and sales alignment.
You can connect the two through Ortto's integration settings by authorizing Pipedrive access and mapping fields. For complex data workflows, Improvado can assist in streamlining data flows and custom reports.
Contacts, deals, and activity data sync in near real-time, allowing automated marketing triggers based on sales progress. Improvado enhances this by providing consolidated data views for better decision-making.
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