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Archival Designs

Client Overview

  • Company: Archival Designs
  • Industry: Architectural Design & Home Building
  • Year: 2024 - Current
  • CRM & Tools Used: Pipedrive, Zapier, Slack, Google Sheets, DocuSign, Shopify

Solution

A CRM automation strategy was implemented to streamline lead management, automate quoting processes, and improve client engagement through an optimized Pipedrive CRM workflow:



1. CRM Setup & Automation (Pipedrive + Zapier + Slack)


Pipedrive Optimization

  • Custom pipelines to track leads from Shopify, partner referrals, and website forms.
  • Automated lead categorization based on origin (direct or partner referrals).
  • Real-time deal updates and automated notes for each incoming request.

Zapier Automations

  • Connected Shopify web forms to Pipedrive to auto-create deals for new quote requests.
  • Triggered email follow-ups after 2 and 4 days for non-responsive leads.
  • Automated task assignments and notifications in Slack for internal collaboration.

Challenges

❌ Manual lead tracking slowed down the sales cycle and caused missed follow-ups.

❌ Unstructured email sequences led to inconsistent communication.

❌ Lack of visibility on sales performance and lead conversion metrics.

2. Quote Management & Sales Process Automation 

  • Instant quote generation for qualified leads, with automated margin adjustments (10-20%) based on project size.
  • DocuSign integration for contract signing and payment collection.
  • Automated payment confirmation emails and client onboarding sequences


*Workflow Automation Process

Results & Impact

🚀 Improved efficiency – CRM automation reduced manual workload in quote processing.

📈 Higher lead conversions – Follow-up automation increased response rates.

🔍 Better pipeline visibility – Structured deal segmentation and reporting.

✅ Stronger internal coordination – Seamless communication via Slack & Google Sheets.

Client Testimonial

"The automation setup streamlined our quote management, ensuring that no lead is lost and allowing us to close deals faster than ever."

Through strategic automation and CRM optimization, Archival Designs now has a streamlined, scalable, and high-performing process system.


Want to optimize your sales process? Let’s talk! 🚀

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