Pipedrive creates a visual sales pipeline that allows businesses to better manage each stage of their deals. Additionally, Pipedrive provides detailed analytics that show how many deals are won and lost, what stages they are lost at, and how individual agents are performing based on various metrics.
AdRoll is a marketing platform that works to increase the conversion rates of potential customers through retargeting. This involves capturing visitor data for a company’s website and retargeting those visitors with personalized ads that are displayed on other websites they visit.
Bring all your Pipedrive data to Amazon Redshift
Load your Pipedrive data to Google BigQuery
ETL all your Pipedrive data to Snowflake
Move your Pipedrive data to MySQL
Bring all your AdRoll data to Amazon Redshift
Load your AdRoll data to Google BigQuery
ETL all your AdRoll data to Snowflake
Move your AdRoll data to MySQL
Retrieve information - like deal ID, associated users, estimated timeline and expected revenue - about any deals that your company has engaged in. This will allow you to better gauge the profitability of individual deals or track deal trends throughout your sales history.
Add, track, or modify contacts that have begun their journey through your sales pipeline. You can see what deals are attached to a person, what organizations they belong to, and what activities are scheduled for that person. This information can help you decide the best course of action for moving that person along your sales pipeline and winning the deals you have with them.
Track products that your company is selling - by product name, price, or product code - or associate products with specific deals in your pipeline. This will give you a more detailed view of the revenue generated by specific products, allowing you to better prioritize them in your sales pipeline.
Fetch data about an activity that is scheduled in your pipeline. This could include things like the activity’s type, due date, and status, along with associated deals, contacts, and organizations. Then, use that data to track the progress and effectiveness of various activities that are being performed to help you win deals.
Get data about an organization that has deals in your pipeline, including the organization’s ID, associated persons, and related deals. This will allow you to track which organizations are delivering the most profitable deals and the best leads.
Retrieve information about a brand that you are advertising for using AdRoll, including the name of the advertisable, what campaigns are linked to it and what ads are included in those campaigns. Then, use this data to determine if there are any ways to improve or refocus your current marketing endeavors for that brand.
Segment your audience through a variety of methods, including integrating your CRM’s email list, tracking which customers trigger certain events or grouping customers based on a set of relevant attributes. Once those segments are created, create personalized marketing campaigns for them to ensure that you are targeting the needs of each customer segment.
Design a prospecting campaign that searches digital profiles to find and target audiences that are similar to the ones you have already segmented. Then, you can create a campaign with a range of customizable fields - such as date range, weekly budget, and adgroup - that you can modify to provide the best performance when marketing to that audience.
Track the effectiveness of your marketing with a range of reporting data, including ad clicks, impressions, new visitors and generated revenue. AdRoll then separates these reports into a variety of types - such as reports for advertisables, campaigns, customer segments, and individual ads - all of which provide different insights into your marketing efforts.