Case Study: Planet42 achieves streamlined sales and capital funnel management with Pipedrive

How Planet42 uses Pipedrive to manage its sales and equity pipelines

Planet42, a South African mobility/fintech company that helps people access cars, used Pipedrive to manage growing sales and capital-raising funnels after spreadsheets and a single combined pipeline became too confusing. With only four people on the sales team, the company needed a simpler way to separate dealership sales from fundraising prospects while keeping track of contacts and follow-ups.

Pipedrive implemented separate funnels for sales and capital, along with lead management, email templates, mobile CRM, and the Leads Inbox. This helped Planet42 organize more than 1,500 sales prospects and 700+ capital prospects, improve accountability, and encourage reps to act quickly on leads. Pipedrive also made it easier to communicate personally with prospects and manage activity on the go.

Planet42

Eerik Oja

Chief Executive Officer and Co-Founder