What is Pipedrive Outlook Sync?
Pipedrive Outlook Sync is a SaaS-based solution developed by Redev to address a critical need for clients using the Pipedrive CRM system. Launched in 2014, Pipedrive offered an intuitive, cost-effective CRM platform that quickly gained traction among Redev’s clients. However, Pipedrive lacked integration with Microsoft Outlook, and there were no plans to address this gap. Recognizing the demand for seamless synchronization between CRM and email systems, Redev embarked on creating a solution to bridge this integration gap.
The Challenge:
The project involved designing, developing, deploying, supporting, and marketing a SaaS-based system that would enable clients to integrate Pipedrive CRM with their existing Microsoft Outlook email applications. This presented several challenges, including mapping and synchronizing data objects between Pipedrive and Outlook, implementing a global subscription payment system, and establishing effective sales, marketing, and support channels. The goal was to deliver a comprehensive solution that met the diverse needs of clients around the world.
The Solution:
Redev initiated the project with a focus on developing robust synchronization services between Pipedrive and Outlook. The result was two distinct products: one providing local in-app synchronization and another offering a scalable cloud-based integration. The cloud-based solution was designed to accommodate a global user base, ensuring reliability and performance. Redev engaged with existing clients through focus groups, leveraging their feedback to refine and enhance the system. A global subscription payment system was also developed to support diverse client needs. The final steps involved integrating the product with sales, marketing, and support channels to ensure a successful launch.
Creating Pipedrive Outlook Sync from scratch was a significant challenge. While our core expertise lies in implementing client visions, this project provided invaluable experience in every stage of product development and market launch. It has deepened our understanding of client challenges and improved our ability to support them throughout the development process. Launched within a 12-month timeline, Pipedrive Outlook Sync now serves clients across over 100 countries.
Phil Cave
CEO, Redev Ltd