How Expanish has streamlined their sales process and doubled their conversion rate

Expanish is a Spanish school located in Barcelona and Buenos Aires. They offer fun and effective Spanish immersion programs, student housing, cultural classes, activities and volunteering opportunities to travelers from around the globe.

Industry: Education

Location: Spain

Key feature: Automate.io, Livechat

By using Automate.io to integrate Pipedrive with several other apps, Expanish’s sales and marketing team is able to save time and focus more on selling.

4

The sales and marketing team saves 4 hours a day

30%

Conversion rate since setting up email automations, up from 15%

600

Web leads qualified every month by a team of 3

The challenge

Before integrating Pipedrive and Automate.io, Expanish faced the following challenges in their sales process:

The pipeline volume was too much for their sales team to manually follow-up on time, so a lot of leads fell through the cracks, impacting their revenue
They didn’t have an email nurturing system in place to re-engage their leads
They needed a better lead management process to consolidate, segment and prioritize their leads

Expanish realized they could use Automate.io to integrate Pipedrive with Gmail and LiveChat, as well as with Automate.io’s in-house tools, Filters and Timer.

Pipedrive features used

Automate.io

So, they could streamline their lead management and nurturing process

LiveChat integration

So, they could automatically prioritize marketing & sales opportunities

Gmail Integration

So, they could automate the nurturing process

We have two CTAs on our website: ‘Get a Quote’ and ‘Book Now’ for both our school locations in Barcelona and Buenos Aires. Using the Automate.io integration, we have designed a three-email nurturing sequence for leads with personalized email content.

Sofía MicucciMarketing Manager

The solution

Every time a person is created in Pipedrive through one of Expanish’s two CTAs, the Automate.io bot starts a nurturing sequence from Gmail, with personalization based on their school location and preferred language. Expanish also controls the email deliverability time with Automate.io’s Timer app.

The Expanish team uses a Pipedrive integration with LiveChat on the Expanish website to field sales queries in two ways:

The marketing team is able to consolidate lead data from LiveChat to Pipedrive, which automatically creates a deal in Pipedrive and tags them as a marketing qualified lead
The sales team uses this information to prioritize opportunities and reach out to them via email or on a phone call

The results

Sofía and the rest of the sales and marketing team are now able to engage the many website leads that come through, even though the process takes less time.

Despite getting 600 website leads a month, the three people in the sales team can consolidate, segment and prioritize all of them and, as a result, they have doubled their conversion rate from 15% to 30%.

Using Pipedrive and Automate.io together saves us four hours every day! It has helped us streamline our lead management and nurturing process, allowing our team to focus on what they do best: sell better.