From spreadsheets to Pipedrive.

Flowbird set up Pipedrive for DCS London, a digital print company at the ExCeL London complex, so every enquiry, quote and follow-up sits in one pipeline instead of spreadsheets and calendar reminders. Flowbird then automated the emails DCS London sends before and after each exhibition, stopping as soon as a contact replies.

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1 pipelineEnquiry to completed job, in Pipedrive

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7Activity types, so follow-ups are scheduled, not remembered

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8 emailsPre-show and post-show, sent automatically

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StopsThe moment a contact replies

DCS London
Digital and litho print, ExCeL London · Pipedrive

THE SOLUTION

One place for every enquiry, and outreach that runs itself.

DCS London had no CRM. Enquiries, quotes and follow-ups lived in spreadsheets and each person's calendar reminders, and regular contact with existing customers was slipping. Flowbird built Pipedrive around how the team already sells, kept it simple for people new to a CRM, and trained them on it.

✓A sales pipeline from first enquiry to completed job

✓The existing customer list imported into Pipedrive

✓Activity types, lost reasons and custom fields set up for DCS London

✓A follow-up automation for every sample sent

✓Pre-show and post-show email sequences that stop when a contact replies

Exhibition leadAdded in Pipedrive

→

PipedriveAutomations

→

Sales teamTakes over on a reply

ONE CONTACT'S JOURNEY AROUND A SHOW

Lead added→Pre-show emails→Show date→Post-show emails→Reply stops it

KEY OUTCOMES

✦Off spreadsheets

✦Customers in one place

✦Consistent follow-up

✦Show emails automated

OUR APPROACH

1Scope

Two scoping sessions and a technical session to map how DCS London takes an enquiry through to a completed job.

2Build

One pipeline, seven activity types, six lost reasons and the custom fields DCS London needed, with its customer list imported.

3Train

A training session for the team in January 2025, then answers to their questions as they settled in.

4Automate

Eight email templates from DCS London's own copy, sent in pre-show and post-show sequences built on deals, because Pipedrive could not track replies on leads.

THE RESULTS

✦One CRMFor the whole teamEnquiries, quotes, customers and activity in Pipedrive, not spread across spreadsheets.

✦ScheduledFollow-upsFollow-ups are Pipedrive activities, not reminders each person has to set.

✦AutomaticShow outreachContacts get the pre-show emails, then move to the post-show sequence a month after the show starts.

✦PersonalWhen it countsA reply stops the sequence, so the team carries the conversation on themselves.

From the outset of working with Flowbird the whole process was easy. The team are a pleasure to work with.

Keith Swift, DCS London

THE LASTING VALUE

A sales process the whole team can follow.

A Flowbird case study for DCS London, a digital print company at the ExCeL London complex.

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