Route Planning Integration with Pipedrive- Benefits, and Drawbacks to Consider

Businesses often juggle between tasks.

Managing sales is one such task that is often considered the most time-consuming. 

It is not just about getting orders, packing, scheduling, and delivering. Keeping the flow of orders consistent with everything working is a strenuous task. 

Four out of ten consumers have pointed out the problem of being unable to track their online orders, leading to a poor service rating. 

Everything is linked to how well you understand your customer’s expectations. 

You need to boost your route planning and management processes to make that happen. 

You can try route planning integration with Pipedrive

If you are still unaware of the Pipedrive and its integration with route planning, don’t worry. In this guide, we’ll discuss everything about Pipedrive and whether it is the best route planning software for you.

What is Route Planning Integration?

In simple words, route planning integration is importing order lists and feeding them to respective destinations in an organized manner. 

Route planning is carried out through software, which prepares charts on designated paths of delivering the dispatched goods in the shortest time possible. 

It is a perfect software integration for logistics and ecommerce companies to decide on optimal delivery routes. But it lacks in the areas of customer service and minimization of expenses. 

Therefore, the need for integration of Pipedrive CRM becomes important. It helps accumulate customer data, with more than just the concern for the delivery distance. 

You can manage the automatically created routes and ensure that your organization stands out from the rest in the delivery industry.

Let’s discuss more of it in the next section!

What is Pipedrive?

Pipedrive is a Customer Relationship Management (CRM) solution that has the potential to assist the sales and marketing processes. 

Moreover, it works more like an account-management tool. The built-in features of this solution allow automatic tracking, territory management, and schedule synchronization across various devices. 

Pipedrive integration brings up the visualization ability of a business. You can get visible control over the entire sales process with its use. It is mostly a great capability for small and mid-sized companies. 

Pipedrive CRM drives the focus of salespeople in your team to complete the orders without complexities. It uses data science and offers a great opportunity for the sales team to get started with order management.

The core integration of Pipedrive is to keep an eye on each operational pipeline. The interface of this solution displays the progress of all delivery and order fulfillment stages. 

Following the Pipedrive integration with the route planner, you can monitor the pending activities and direct your team towards completing them. 

It consists of sales reporting tools, which could help the company officials keep track of team level and individual targets. 

In addition, the sales reps can use these tools to analyze sales data and create reports for overall improvement in delivery execution. 

Pipedrive has seamless integration accessibility with several email service providers, such as Gmail, Yahoo!, and Outlook. This CRM solution integrates seamlessly with Google Maps, Trello, Zapier, and MailChimp. 

How to Integrate Pipedrive Account with Route Planning Software?

As per Salesforce, users integrating CRM into their business have increased to 65% from 59% in 2018

Hence, it shows how fast CRM has witnessed revolution across several global industries. Pipedrive is just another revolutionary introduction in the CRM world that helps you conquer all of your sales territories

If Pipedrive is your preference amongst all other CRMs, then here are the easy steps you need to follow to integrate it with your route planner. 

Remember, you can integrate Pipedrive with an endless list of applications based on what your business demands. 

But for now, let’s just discuss the steps that you must follow to integrate your Pipedrive account with the route planner software:

Step 1: Create a Pipedrive Account

You need to create your Pipedrive account to proceed further with the process of integration. 

Pipedrive is free for the first 14 days. You get to try the features for free. It doesn’t demand your credit card information for the same as well. 

If you don’t like this sales CRM at the end of 14 days, you can leave this solution.

For creating the Pipedrive account, you need to:

  • Click on ‘Get Started’ over the Pipedrive portal.
  • You will be asked to enter your work email or proceed with your LinkedIn or Google account.
  • You must enter your name, choose a password, and input your mobile number.
  • Enter all of the asked data in the respective fields. Pipedrive will ask you questions about your current role, experience with sales tools, and your primary expectation from Pipedrive.
  • Now, feed the company details and the number of people using Pipedrive.
  • The account will then be created.

Step 2: Setup the Configuration

  • Go to the settings of your route planner. 
  • Look for ‘Third Party Integrations’ or other relative terms for replicating the same.
  • Go to the ‘Sales & CRM’ section.
  • Click on Pipedrive
  • Click on Connect. 

Step 3: Prepare the Configuration

  • Go to ‘Sync Preferences’ over your route planner software. You will find it in the ‘Apps>Sales & CRM section’. 
  • Now, select the customers you want to sync through integration. You can sync all customers with a click as well.
  • Manage the organizations within Pipedrive, where the person’s records keep syncing and updating automatically.

Step 4: Seek Data Validation

There will be some data fields that will need validation after the integration is over. They are:

  • Every customer record will undergo validation. It checks whether they have unique IDs or email addresses within the data fields. 
  • If the sync is done only for customers with subscriptions, then this validation will also check for the same. 
  • In case of any issues, a summary with the filtered records will be displayed on the screen.

Step 5: Running the Initial Sync

You need to run the initial sync only for the first few customers to see if they are properly synced to Pipedrive or not. 

Try it initially for the ten customers before you can sync them all. 

When you are sure that the integration is successful for the ten records, you can click on ‘Sync all Records,’ and the job will be done. 

Execute these five steps, and you will get going with your Pipedrive integration! 

You can also use Zapier to integrate your Pipedrive and route planner accounts. There is a specific set of steps that you must follow while integrating Pipedrive through Zapier. Follow the steps on the website. 

What are the Benefits of Integrating Route Planning with Pipedrive?

Are you convinced of the need for a CRM to integrate with your route planner? You believe this will help you streamline your logistics business with enhanced customer satisfaction. 

Pipedrive is the ideal software for you to count on for integration. Even though there are hundreds of CRM software out there for integration with route planning software, each one varies from the other in terms of features and efficacies. 

Here are some of the feature benefits of Pipedrive for you to count on as a cost-effective and highly functional CRM integration:

1. Enables Task Automation

Route planning software with the integration of Pipedrive will help you eliminate all the complexities and manual work. Instead, it will automate most of your delivery and route planning tasks. 

For instance, you will be getting one-click data collection, an AI sales assistant, an open API, and webhooks. This will help you approach major task automation in your logistics business.

2. Team Collaboration

Each logistics team member can access the CRM data and charts. As a result, they can communicate with one another for optimal delivery solutions. This way, the entire delivery process will be balanced on technological and human measures.

3. Better Communications

Pipedrive consists of smart integration features to let you communicate with your email providers. With this, you can prefer connecting with the customers and sending them personalized updates on their order progress. 

Moreover, you can also use this Pipedrive feature to guide the potential leads and customers through the sales funnel and close deals. Hence, your business conversion rates will also increase.

4. Get Reports and Insights

Your dedicated CRM management team will be able to derive sales reports. Use it to track the success or failure patterns of the work operations within a specific time. 

Hence, this will help you collectively predict your business revenue. Apart from that, you will also be able to optimize the workflow of your logistics business.

5. Added Integrations

Pipedrive itself can be integrated with some of the most demanding tools across several categories. All of these integrations can work by route planning software. 

These added integrations will allow your sales team to include video calls, customer assistance, phone solutions, and lead generation aspects to your business. 

Here are some of the top Pipedrive integrations for you to seek productivity for your business:

6. Improved Privacy

Pipedrive CRM has the necessary features to ensure data protection at every level of your business execution. 

It is important to ensure that the customer and business data remain protected throughout the sales activities. And Pipedrive serves the purpose!

What are the Challenges Involved in Integrating Route Planning and Pipedrive?

Even with the most productive features of Pipedrive, a few challenges minimally affect the logistics business. You can overcome a few with prior planning and other alternative integrations associated with Pipedrive.

Therefore, you must be aware of the challenges with Pipedrive. And this section will elaborate upon that fact. By overcoming these challenges, you will eventually b able to optimize routes for faster delivery. 

The challenges are 

  1. The price point is high for the number of features offered with Pipedrive. Even though the features are fewer for the price point, the quality of execution is higher than other options. 
  2. There is no specific separation between new contacts and leads list. Hence, this creates confusion in managing and tracking the same. 
  3. Pipedrive CRM doesn’t have a campaign planning feature, which would have eventually helped the logistics companies market their brand as well.

Upper Route Planner Supports Seamless Pipedrive Integration

Upper Route Planner works by giving you the flexibility of easy integration with existing software. When you integrate it with Pipedrive, you get the potential to create delivery schedules for the next couple of months in advance. 

You can create optimized routes using your mobile device that can help you save time and costs. You can get real-time updates about the operations on Google Map with detailed locations, addresses, and zip codes of the drivers.

With this route planner, you can also seek last-mile delivery changes in the route based upon updated data on customers and delivery routes. You can manage same-day deliveries with finesse and deliver a quality customer experience.

Hassle-free Integrate Upper with Pipedrive

Got a minute? Upper takes less than that to integrate with any third-party software. Connect your system with a route planner and extract information in no time. Try it by yourself!

FAQ

Pipedrive integrates with many productive applications. Those options include Google G Suite, MailChimp, Zapier, Zoom, Google Meet, Trello, Slack, and HubSpot. One can pick the added integrations, depending upon the requirements of your business. You must ensure that the initial integration of Pipedrive and your route planner is successful.

You need to use Pipedrive for scaling and growing your logistics business with proper delivery planning. Moreover, this platform is quite easy to use and needs less training for your team to adapt to the interface. It can simplify the communication and simplify your operations to add new customers.

One can access Pipedrive from mobile applications over iOS and Android. You can integrate it with over 150 sales-boosting apps to access it from their portals. It doesn’t have a desktop application and can be used with just web browsers or mobile apps.

Pipedrive is embedded with workflow automation, which will allow you to send personalized emails every time a deal is created and processed through various stages. You keep the leads occupied and engaged with the business until you process the sales activities.

Conclusion

Integrating with third-party software like Pipedrive could not be easier than on the Upper Route Planner. Pipedrive CRM is essential for business owners to boost their sales and achieve organizational goals. And that’s where Upper plays a vital role. It helps you complete the extraction of data in a minimal time once it gets connected with other software.

With Upper, you can benefit from a fully automated process that does not have a room for manual intervention. This means as soon as you connect with Pipedrive or any other software, it takes mere seconds to transfer the data. Following the extraction, it will find out optimized routes and inform the driver as well. Book a demo with us and ask our experts to demonstrate the integration process. 

Author Bio
Rakesh Patel
Rakesh Patel

Rakesh Patel is the founder and CEO of Upper Route Planner. A subject matter expert in building simple solutions for day-to-day problems, Rakesh has been involved in technology for 30+ years. Looking to help delivery businesses eliminate on-field delivery challenges, Rakesh started Upper Route Planner with the ultimate goal of simplistic operations in mind.

https://www.upperinc.com/blog/route-planning-integration-with-pipedrive/