How TrekkSoft Doubled Signups Via Personalization At Scale and Clever Use of Software

TrekkSoft provide online booking and payment software for tour and activity providers in the travel industry. If you’ve encountered a super organized diving instructor in the Caribbean, or used your card to pay pay a ski instructor on the piste, chances are they were using Trekksoft.

trekksoft skydive

Trekksoft Banner

 

They have an incredibly intelligent setup for reaching their customers – they combine Pipedrive – the CRM for startups, Zapier and MailChimp for large scale personalized lead generation and qualification at scale. Since it’s really impressive, we had a chat with TrekkSoft’s Senior Integration Manager, Tom Iannone, and VP of Sales, Robert Lederer, to find out more.

Disclaimer: If you haven’t heard the word “automatic” enough today, you will now. TrekkSoft lives by that word.

What kind of a problem were you intending to solve when you first started configuring the Pipedrive-MailChimp-Zapier combo?

Our aim was to be more tailored as well as more effective in marketing – target campaigns based on geography and vertical (eg. diving instructors in Cancun or historical walks providers in San Francisco). This entailed a lot of manual work, copying data across spreadsheets and copying it into MailChimp.

We wanted to use the email automation features that MailChimp offers, but also keep the data up-to-date in Pipedrive. Our aim then was to increase efficiency, which we’ve definitely achieved.

What kind of results have you seen?

We’ve gone from sending out about 500 emails a week to about 4,000 a week to prospective new customers. We’ve been able to a quadruple our productivity, which has resulted in a higher rate of qualified leads and new sign-ups. All in all, we’ve about doubled the number of sign-ups since we’ve been pushing things through with the new custom integration and optimized it.

What’s the lead management and sales process at TrekkSoft like?

Primarily, we have two different pipelines.

First, we have our lead generation pipeline. Here we have three different stages, where deals move forward automatically, based on the prospect’s actions.

lead generation pipeline trekksoft

Lead Generation Pipeline

All the leads we’ve gotten from various sources who haven’t been contacted yet are in the “Cold” stage. Once we email them, they get automatically moved to “Sent”. If they open that email, they will automatically be moved to “Opened” stage. Now if the prospect responds to our email or even clicks on an open email, we define it as interaction and move them automatically into our sales funnel into the “Marketing Qualified Leads” (MQL).

MQL means that the person is a little more qualified than “Opened”, because they’ve interacted in some way. From there on, once somebody actually goes to the website and registers for free account, a move to SQL – “Sales Qualified Lead” is triggered. There, our sales team will typically reach out by phone and organize a sales demo with the prospect. If that’s done, the next stage for the prospect would be to “Subscribed”, at which time they will need to get integrated with the software.

The move from “Sales Demo” to “Subscribed” also means that the support and integration teams take over from the sales team and schedule a training demo, which is when the customer onboarding begins. If the training demo is given, and the customer’s successfully integrated with our software, they’ll be moved into the “Integrated” stages. They will go to “Complete” if they integrate our software into all of their activities (eg. all of that company’s tours), and partial if not all.

one week funnel trekksoft

Trekksoft Funnel

How is the Zapier-MailChimp-Pipedrive custom integration set up?

We use Pipedrive as the database for all leads. We use filters in Pipedrive to create segments we want to reach out to (eg. we’d create a filter for all the skydivers in Cancun).

We then use Zapier to pull this filtered list into MailChimp, where we create a separate segment from it. We’re now able to send out highly tailored emails to this really specific segment.

The lists are also sent to MailChimp depending on the specific activities that are done by our sales reps. For example, we reach a potential customer and move them forward to another stage. That will trigger a name potentially being unsubscribed from our “Marketing List” and then subscribing from a list of, let’s say, “Tips and Tricks” or “Getting Started” list, depending on the activity in Pipedrive.

email zap trekksoft

Example Zap: when a custom integration has been set up, an email is automatically sent

When we have deals moving from one pipeline to another, like in the case of moving from the Lead Generation pipeline to the Sales pipeline, we use a custom integration of MailChimp and Pipedrive API-s. To automatically change stages, we use Zapier. The API is mainly used to connect MailChimp and our internal databases.

What else can you do with this integration?

We’re also using Zapier to sync the data that we have in Pipedrive with MailChimp so that we can further refine our marketing campaigns – i.e. we clean up data. When we receive new information about our clients, in addition to that initially mined, our sales reps make the updates in Pipedrive. Then, it gets automatically synced over to MailChimp, which makes us able to build really targeted segments for better message targeting.

We are also using the Pipedrive-to-Google-Spreadsheets zap for high level reporting, and to store certain information.

So what’s next for TrekkSoft? Have you got any news to share?

We’ve released our mobile app and integrated card reader to take mobile payments from any iPhone or iOS or Android device anywhere – from docks to on the pistes. This is exciting and revolutionary in our industry in particular. Our customers can see all their upcoming bookings, they can re-book passengers, issue refunds and use probably 80-90% of functionality that a tour operator would need on a day-to-day basis from the mobile app. This is important, since our the customers we have are always out guiding a rafting trip or they are jumping out of airplanes or going out fishing or scuba diving, rather than sitting in their office.

Join Pipedrive CTA

Ott Ilves

Ott is responsible for looking after the digital marketing efforts here at Pipedrive.

  • Rodolfo

    Spetacular reading! Thanks so much for sharing and keep up the good work!

    • Thank you, Rodolfo! Glad to hear you enjoyed it.

  • Philippe Siguret

    Very nice user case!

  • Very cool! Who at Pipedrive could help us do the same?

    • Hi Todd,

      Connecting Pipedrive to Mailchimp or other software via Zapier is relatively straightforward – I’d suggest to start from signing up to Zapier. If you have any questions, feel free to contact our support or add any specific questions here – myself or the Trekksoft folks are happy to help.

      Best,
      Ott

  • Dave

    Ott good post. Can you share the specifics to the zap for creating a segment from a filtered list? Our guys want to do this all the time…

    • Hi Dave,

      First off, thanks!

      Here’s how to create a segment in MailChimp from a filtered list.

      First you create a filter in Pipedrive based on whatever specifications you like, so that you have all the deals that match your requirement in a filtered list. Then you head over to Zapier and choose “New Filtered Deal” from Pipedrive’s side and “Add Subscriber” from MailChimp’s side. And there you go – now you have a new segment in MailChimp based on filter in Pipedrive.

      Here’s a screenshot of how it works in Zapier.

  • Garrett Jockel

    Wonderful…This post may keep me a PipeDrive customer as it’s showing me more I can do with the tool.

  • Thomas

    We are using pipedrive for sales and dev here at clicksit.com..Fantastic tool!