Up until now, we’ve guided you through many aspects of Pipedrive implementation on our blog, such as creating a Pipedrive account structure, con...
Exploring the Pipedrive visibility groups feature: the key to data security and team efficiency
Just as the Pipedrive permission sets we covered in a separate article dictate what users can do, the Pipedrive visibility groups dictate what users o...
Pipedrive Insights reports: the complete guide with 50+ examples
You’ve built a strong Pipedrive account with solid account structure, tons of automations, and advanced security features. You’re likely i...
Pipedrive permission sets: a deep dive with 40+ permissions analyzed
There are several components of account security in Pipedrive: permission sets, visibility groups, security dashboard, and a few others. The two major...
Customer data platforms and infrastructures: 12 steps to high ROI
Almost every company, whether they realize it or not, has some form of customer data infrastructure, even if it’s just a Facebook Pixel or a GA4 tra...
Pipedrive automations: the complete guide with 38 high-ROI automation examples
Once you’ve created a robust Pipedrive account structure, the next step in your journey to maximizing ROI from Pipedrive is to implement automations...
Pipedrive implementation: a deep dive into a high-ROI account structure with 100+ examples
Our goal in our Pipedrive implementations is to help you get the maximum ROI from the platform. To achieve this, you need three things: A number of ri...
US-based Adapex, an Inc. 5000 company, runs Datomni’s Snowplow-based CDI to activate first-party data in LiveRamp at scale
An award-winning AdTech company, Adapex, needed to change its approach to capturing and processing event data due to the impending “cookie apoca...
UK’s Vyde moves to Pipedrive with Datomni’s Omni CDI analytics backend, gains instant deal valuation and cuts manual work
A London-based scaleup Vyde needed to switch from Monday.com to Pipedrive.com to accelerate deal processing, especially in terms of accurate deal valu...
Case study: UK-based financial advisory goes zero-to-one in operational efficiency with Datomni Pipedrive Booster
A UK-based financial advisory firm specializing in financial planning, investment, and pension management wanted to enhance operational efficiency by ...
