Why Double Data Entry Is Killing Your Sales Efficiency

Let’s walk through a typical day in the life of a salesperson.

A lead comes in through your website contact form. It lands in the inbox.

Someone opens the email, copies the contact info, switches tabs, logs into Pipedrive, creates a new lead, fills in all the details, and begins the process.

Later, the opportunity reaches the quoting stage. The team now opens Simpro, your quoting and job management system, and manually retypes all the lead details again. Once the quote is done, someone returns to Pipedrive to update the deal.

This might sound harmless. Just a few steps, right?

But repeat this process for every lead, every day, and the cracks start to show.

What Could Possibly Go Wrong?

Plenty.

• The email might go to junk
• The person who checks the inbox might be off sick
• The lead might never make it into Pipedrive
• The quote might get built with missing or incorrect data
• The deal might stall because the CRM was never updated

For one of our clients, where the average order value is over £100,000, these aren’t minor issues. They’re six-figure risks.

You’re one missed copy-paste away from losing a deal worth more than some companies make in a year.

What Is Pipedrive and Simpro?

Pipedrive is a customer relationship management (CRM) tool used by sales teams to track leads, manage deals, and follow up with prospects in a structured way. Learn more

Simpro is a quoting and operations platform often used by field service businesses to create quotes, manage jobs, schedule work, and handle invoicing. More info

Both tools are powerful on their own. But without integration, they create workflow gaps that waste time and increase error.

Every Manual Step Is a Sales Bottleneck

If your sales process relies on copying information between systems, you’re not selling efficiently. You’re just repeating yourself.

Manual handoffs:

• Slow down your team
• Create friction between departments
• Increase the chance of human error
• Waste valuable time your team could spend closing deals

And all of this impacts the one thing that matters most: revenue.

Why Your Sales Team Shouldn’t Be Copying Data

Your sales team isn’t hired to update CRMs or copy information between apps.

They are hired to:

• Talk to customers
• Close deals
• Build relationships
• Generate revenue

But if half their time is spent checking emails, copying contact info, or jumping between tools, they are not selling. They are stuck in admin.

What Does an Automated Sales Flow Look Like?

Now imagine this:

1. A customer submits a contact form on your WordPress site.
2. The lead is automatically created in Pipedrive.
3. Once the deal reaches the quoting stage, key details are passed directly into Simpro.
4. When the quote is completed, it updates the relevant deal in Pipedrive with no extra input.

No inbox checks. No spreadsheet juggling. No rekeying.

This exact setup can be built using:

• n8n for automation and flow logic
• Pipedrive for CRM
• Simpro for quoting and job management
• Your existing website form as the starting point

Common Questions

Can’t we just hire an admin to do this?
You could, but you’re hiring someone to do work a system could do 100% accurately and 24/7. Why introduce delay or cost when automation removes both?

What if my team prefers to do it manually?
People often resist change, but manual work is prone to error and slow. Salespeople will prefer automation once they see how much time and hassle it saves.

Is it hard to integrate these systems?
Not with the right tools. With a platform like n8n and a clear process, it’s relatively quick to build and maintain. You don’t need to overhaul your systems, just connect them properly.

Final Thought: Don’t Let Six-Figure Deals Fall Through the Cracks

This isn’t just about saving time. It’s about preventing real, measurable loss.

If your average order value is over £100,000, and your lead workflow still depends on email forwarding and manual data entry, that’s a huge risk.

Sales teams should be closing deals, not copying information between platforms. They should be focused on customers, not on back-end admin.

You already have the tools. Now it’s time to connect them.

Want to automate your lead-to-quote workflow?

If you’re using Pipedrive, Simpro, and your website to manage leads and quotes, I can help you build a seamless automation system that removes friction and increases deal flow.

No pitch, no pressure. Just a conversation to show what’s possible.
Drop me a message and I’ll walk you through it.