How Gentec Electro-Optics Found Simplicity with Pipedrive

How Gentec Electro-Optics Found Simplicity With Pipedrive

Fast Facts:
Company name: Gentec Electro-Optics
Industry: Laser beam measurement
Location: Quebec City, Canada, Portland, Oregon, Tokyo, Japan
Sales team size: 10 salespeople

Gentec Electro-Optics’ Story

Gentec Electro-Optics Logo

Gentec Electro-Optics is a worldwide leader in laser beam measurement. They sell equipment to measure the power and energy of lasers, along with tools to observe beam profiles. They also dabble in very niche applications such as ultrafast laser measurements (200 000 Hz) and terahertz detectors. Gentec-EO’s services include support, calibration, and recalibration.

Why complicate life?

Gentec-EO is situated in an industry where sales decisions can take quite some time. So it is only natural that important daily activities, such as doing follow-ups and digging through old emails, are absolutely necessary.

Previously, Kévin (Inside Sales Representative) and his team used Microsoft Dynamics, where the workflow was tedious and the integrations were just simply lacking. The main issue for Kévin’s team was that there was no integration with a quoting tool. Secondly, there was just too much information in the main visual dashboard, which was more distracting than useful; something that is typically seen in many complicated CRMs including Salesforce.

Kevin-Gentec-EO“We just need the Pipeline view and generating an automatic quote at a specific stage, that’s all.” – Kévin

Customization was also a problem in Microsoft Dynamics. It was hard to do tasks yourself, you needed Microsoft to help. The result was always something way more complicated than you actually needed.

After deciding to put Microsoft Dynamics aside, Kévin and his team took a step back to define what they needed in a CRM. With their team being spread out around the world, they looked for a reliable cloud-based solution. They also looked for a CRM with better integrations, for example, in-document generation and emailing distribution so that they could extend their marketing platform.

“Our company is growing, so does the need to join our customers better and follow what’s going on with them.” – Kévin

Make life easier

The clean, minimalistic look and feel of Pipedrive have allowed Gentec-EO to reliably organize contacts and deals between their salespeople without the worry of things falling through the cracks.

“We have a competitive advantage by opting for a strong sales workflow because we are a mid-sized company with a tight-knit team of sales where everybody needs to put their own into the process. It is, therefore, necessary for us to have a tool such as Pipedrive with the concept of ‘owners and followers’ to distinguish who does what.” – Kévin

Document generation and mass emailing are much more natural and immediate thanks to the add-ons and integrations that are available with Pipedrive, such as Webmerge and MailChimp.

The sales team can now filter contacts and attribute information to specific salespeople in Pipedrive, which feels much more logical and easier to work with compared to other complicated CRM solutions. Searching for past emails and activities is painless thanks to the connection between deals, contacts, and organizations.

“Oh, and it’s just faster. As simple as it sounds, it just is better for this reason.” – Kévin

As sales decisions take long periods of time, Pipedrive activities are a key component when it comes to handling a high volume of requests. With each request turning out to be very different, it is important to attach notes and schedule different follow-up activities. Pipedrive does this effortlessly, plus the pipeline overview helps give a good understanding of the actions that need to be done next.

“We believe having learned quickly about Pipedrive is nice because our competitors may be using larger CRMs that are clunkier or messier. We strongly value having a clean interface, and everything organized properly to gain an edge.” – Kévin

Kévin’s description of Pipedrive

“It’s a neat little cloud-based service that is smarter than you at categorizing information such as contacts and deals. It’s going to beat your old paper contacts files on every point. Cost is so affordable for what you get.” – Kévin

Pipedrive Highlights

Import from another software

Importing from other CRM software to Pipedrive is a breeze. Simply navigate to Settings, Import data and select the ‘From another software’ option.

Import from Another Software

After, choose your previous CRM and, with the help of Import2.com, we will do the rest!

Visibility across all deals and contacts

It is pretty much impossible to lose track of important emails, activities, or notes in Pipedrive.

Visibility With Pipedrive

Pipedrive allows you to keep track of all your notes, activities and emails in details view.

Easy data entry

Need to attach a quick note to a deal? Attach it to the deal; after you will also be able to see the note under the contact person and organization linked to it.

Add Notes with Pipedrive

Need to add a new contact person? Add it from the deal or organization details page or even from the people list-view.

Easy Data entry- Link a Person

Need to schedule a follow-up activity? Create it from any details view or the new calendar view.

Create Activity

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Jordan Morris

Jordan is a Customer Solutions Expert and his love of helping out Pipedrive users has lead to the creation of this post

  • Stephen Phillips

    We are Pipedrive user and sounds all good for companies to switch except there is a total lack of security for growing businesses. For instance, any user no matter how junior can go and delete so much within Pupedrive it’s madness and can potentially damage a business. Or an accidental update of a field or filter can destroy Zapier integrations. Why haven’t you guys created more granular access? Other CRMs like Salesmate have basically copied you but with so much more and great needed functionality, like shared templates and workflows and know of many other PD users we speak with leaving to move. It’s annoying that you have grown so much that you are now slow to develop…just my thoughts!

    • Christopher

      Hi Stephen,

      Thanks for your feedback.

      Regular users are not able to delete people or organisations and you also have the option to restrict them from deleting deals and exporting data. We are working on better user management.

      We have a lot of developments planned for this quarter and 2018 but we don’t want to release features which are not ready or only end up cluttering the interface rather than helping to keep Pipedrive simple and useful for salespeople.

      If you want to talk more about this, don’t hesitate to contact our support team:
      support.pipedrive.com

  • Stephen Phillips

    Thanks Christopher. Unfortunately, users can delete everything else including all of your custom fields! Glad to hear that it’s on the roadmap. Many thanks

  • Mark Davis

    Thanks for sharing. This is really very knowledgeable.
    Brother printer customer support