Case Study: Richland Source achieves end-to-end workflow visibility and faster story production with Pipedrive

How a CRM Helps a News Organization Manage Their Entire Workflow

Richland Source is an online news organization in Ohio that publishes locally sourced reporting. As a startup built on cloud apps, they initially needed a simple, affordable CRM to track ad sales, but struggled with fragmented workflows—sales, ad production, invoicing, editorial assignments and deadlines were managed across Google Docs, spreadsheets and calendars with little visibility or accountability.

They adopted Pipedrive beyond sales, adding Production and Invoicing stages and creating a separate editorial pipeline to manage story leads, deadlines and promotion. The platform gave the whole organization shared contacts, integrated Google Docs access, end-to-end accountability, fewer silos and a more paperless workflow; editors can assign and monitor stories, use deal rotting for aging leads, and reporters follow a publish-and-promote stage to improve customer service and speed.

Richland Source

Jay Allred

Publisher