Case Study: SobTIC achieves a scalable, streamlined sales process with Pipedrive

How SobTIC Uses Pipedrive Gold to be Smart About Selling Business Intelligence

SobTIC, a business-intelligence and sales-process consultancy led by founder Luan Rodrigues de Jesus, needed its own sales operation to reflect the efficiency it advises clients on. Before Pipedrive the team managed opportunities via email, WhatsApp and phone, making it hard to measure, track and scale sales activity—especially for mobile, traveling sellers—and find a CRM they could confidently recommend and implement for clients.

By adopting and later upgrading Pipedrive, SobTIC centralized sales data, synced email, used Smart Contact Data and built API integrations (ERPFlex/ContaAzul, Pipefy, Slack) to fit their workflows. The result was faster lead qualification, clearer communication, measurable time savings and improved forecasting—helping SobTIC scale operations and include Pipedrive as a core solution they deploy for clients.

SobTIC

Luan Rodrigues de Jesus

Founder