In today’s competitive landscape, small businesses face unique challenges in managing customer relationships and streamlining operations. A CRM system can be a game-changer, offering the tools needed to boost efficiency, foster growth, and deliver exceptional customer experiences.
By centralising customer data, automating repetitive tasks, and providing actionable insights, CRM systems help businesses enhance productivity, strengthen client relationships, and scale—while maintaining that essential personal touch.
The Challenge
For dPP Hydronic Heating, the biggest challenge was managing follow-ups for heating maintenance service contracts. Their internal team handled this manually, leading to missed renewals, lost sales opportunities, and strained client relationships.
The Solution
Zeara worked closely with dPP to customise a customer journey within Pipedrive CRM—built to manage leads more effectively and increase engagement with both existing and potential
We focused on automating key parts of the sales pipeline while keeping the human touch intact. Key improvements included:
- Centralised service contract management
- Automated renewal email reminders at critical intervals
- Targeted upselling campaigns based on customer needs
- Streamlined communication across the entire customer lifecycl
The Results
Within just three months of implementation:
The automation enabled dPP to shift focus from admin to growth, empowering their team to deliver better service and drive long-term scalability.
Why Zeara
At Zeara, we identify the technical and operational gaps holding businesses back. We then implement smart, scalable solutions that enhance workflows, improve customer journeys, and free up your team to focus on what matters most.
Need help scaling smarter? Let’s talk.
