Corsini Consulting Group, an executive coaching practice, moved its entire client history from Salesforce to Pipedrive and now runs on one simple system where meetings, reminders and client details look after themselves.
110,568
Records moved from Salesforce to Pipedrive
Every
Client, company, deal, activity and note carried over
Automated
Calendly and Outlook meetings land on the right client
One
CRM for the full client history
Marc Corsini’s coaching practice runs on long-term relationships. His CRM has one job: keep every client, every session and every personal detail in one place, so nothing slips when he is busy coaching.
Salesforce was no longer a good fit. Rescheduling a session meant manual back-and-forth for Marc’s assistant. Meetings from Outlook did not reliably record against the right client, and a client who booked with a second email address turned into a duplicate contact. Marc had already lived through one painful CRM move, and he was clear about what he wanted this time: a system as easy to use as the one he had before Salesforce, a real cleanup rather than a copy of the clutter, and no gap in his client history.
Corsini Consulting Group is an executive coaching practice in Birmingham, Alabama, led by owner Marc Corsini. It runs on Pipedrive, Calendly, Microsoft Outlook and Mailchimp.
Corsini Consulting Group
