How We Helped Achieve 40% Lead Conversion Through Pipedrive Implementation with Zapier for our Accounting client

About The Company

The client is a forward-thinking accounting and business advisory firm based in Norwich, UK. With a team of 75 professionals, the firm offers services such as bookkeeping, payroll, VAT returns, tax planning, and business consulting.

Industry: Accounting and business advisory
Location: Norwich, UK

Summary 

Pipedrive Implementation for an Accounting client

An accounting firm partnered with us to implement Pipedrive CRM and Zapier automation. Previously reliant on spreadsheets and manual processes, the firm struggled with lead tracking, accountability, and visibility into sales performance. CloudCache Consulting delivered a tailored Pipedrive Implementation with Zapier. As a result, The client achieved improved lead nurturing, team communication, productivity, and reporting accuracy. The automation has empowered the firm to make data-driven decisions, streamline operations, and support its ongoing growth with greater clarity and efficiency.

Customer Challenges 

As The client expanded its operations, they faced significant internal bottlenecks:

• Manual Processes: Lead tracking relied on spreadsheets, with no automation or integration between platforms.
• Lack of Visibility: Management lacked real-time insights into lead stages, conversion rates, or team performance.
• Missed Opportunities: Without a reliable system, leads were lost or poorly managed, and upselling existing clients became sporadic.
• Limited Accountability: With no structured system, the team had inconsistent approaches to business development and client engagement.

Solution: 

We recommended a dual implementation of Pipedrive (CRM) and Zapier (no-code automation tool). Their customised, phased approach avoided disruption during peak periods and ensured the system matched the client’s workflows.

The project began with a sales process audit workshop, where We:

• Mapped their existing business development process
• Identified gaps in lead tracking and reporting
• Designed a tailored CRM workflow with custom fields for leads, deals, and clients
• Developed Zapier automations to bridge the gap between Outlook, Karbon (practice management), and Practice Ignition (proposals)

Key automations included:

• Syncing client data across platforms
• Automated reminders for follow-ups and proposal deadlines
• Integration of enquiry forms with Pipedrive to ensure no lead is missed

Results 

Since implementing Pipedrive and Zapier, The client has seen substantial improvements:

• 40% Increase in Lead Conversion

Thanks to structured lead nurturing and automation, conversion rates improved significantly.

• 30% Time Savings

Automating follow-ups, data entry, and cross-platform syncing freed up valuable team hours.

• Improved Team Accountability

With centralised data and regular business development meetings, team members now have clear ownership of leads and tasks.

• Enhanced Reporting and Insights

Management now has visibility into where leads are coming from, why deals are lost, and how long it takes to close opportunities—enabling better strategic decisions.

• Stronger Internal Communication

With a centralised system, multiple departments can now collaborate more effectively. Leads no longer get lost between enquiry and business development teams.

• Staff Recognition and Growth

The improved tracking system makes it easier to recognise team achievements, creating opportunities for career progression and boosting morale.

Technology and Tools Used 

Pipedrive, Zapier

Final Words: 

The client’s move to optimise and automate its business development process wasn’t just about saving time—it was about building a solid foundation for sustainable growth.
From a cluttered spreadsheet to a streamlined, automated CRM setup, The client is now fully equipped to manage leads effectively, drive business development, and maintain its innovative edge in the accounting industry.

CloudCache Consulting provided pipedrive consulting services worldwide. Feel free to explore our Upwork page to learn more about our diverse range of services and read reviews from our satisfied clients.