Hire Pipedrive Consultant
Simplicity through technology
London, Phnom Penh, Prague, Rarotonga
Looking for a Pipedrive Consultant? – You’ve landed on the right page. Here you can:
- Understand the Pipedrive and Sales Process issues I can help with
- Learn about what I can do for you
- Learn about my client work and how I’ve helped others
- Understand how I work and the process we will go through
- Gain an idea of pricing and next steps
Hire Pipedrive Consultant
Pipedrive Setup and Best Practice
One of the most popular projects for clients is setting up and configuring Pipedrive. I’ll help you set up your customer pipelines and add your sales teams. We can share pipelines to all team members or restrict access dependent on how you work. This is the same for a simple one service business as it is for a global sales and marketing team.
Once this is done we can add your leads, deals and contacts and import data from old systems, spreadsheets or wherever your data is held.
We can also migrate you from other CRM systems. Salesforce, Hubspot or others.
Learn more about Pipedrive Setup & Pipedrive Implementation Services
Learn more about Prices
Hire Pipedrive Consultant
Pipedrive Monthly Support
At times, many clients appreciate a dedicated support person, someone who can guide them through the complexities and challenges that may arise. Once your setup is complete, you don’t have to worry about navigating the system alone.
This means, regardless of the situation or the complexity of the issue at hand, you’ll always have someone to fall back on. Whether you’re stuck with a minor glitch or facing a major hurdle, you won’t be alone. I am here to ensure you and your team can focus on what you do best, while I handle the rest.
This long-term engagement not only provides you with a safety net but also ensures that you have a seasoned expert who is familiar with your system, your processes, and your team.
Hire Pipedrive Consultant
Visioning, Strategic Planning, and Defining Expectations
As a Pipedrive Partner, I help businesses like yours streamline workflows, align strategic goals, and maximise ROI from your CRM. From big-picture visioning to hands-on implementation, I guide you through every step, ensuring Pipedrive works for your unique business needs. Together, we’ll map out a strategic plan, define clear expectations, and optimise your pipeline to drive real growth.
Need more than just CRM help? I also offer expert guidance on integrating Pipedrive with WordPress, unlocking seamless lead capture through intuitive webforms and smart automation. Whether you’re starting fresh or looking to refine your current setup, I’ll help you make the most of your tools so you can focus on what matters, closing deals and growing your business.
Learn how to reach your customer goals within Pipedrive.
Learn more about WordPress integration
Learn more about Pipedrive Webforms
Planning
Visioning, Strategic Planning, and Defining Expectations
Any business that wants to be successful needs to have a clear vision and goals. Without these, it can be difficult to create and execute a effective marketing strategy. Pipedrive CRM can help with this by providing a tool for strategic planning and goal setting. It also allows businesses to track their progress and see where they need to make improvements.
Pipedrive also helps businesses stay organised and efficient. By tracking leads and prospects, marketing and sales teams can see where they are making the most progress and where they need to focus more of their efforts. This information can help with future goal setting and strategy planning.
Scaling
Marketing, Conversion Funnel, Team Building, and Scaling Up with Pipedrive
Enhance your workflow in Pipedrive by creating focused customer teams and sharing key deal information directly within your CRM dashboard. Get clear visibility into your team’s efforts, achievements, and workload, helping you manage resources and boost performance. Take it further by integrating your website with Pipedrive, then sync calendars, task managers, and email services. Automate routine tasks like follow-ups, lead assignment, and pipeline updates using Pipedrive’s workflow automation tools.
This end-to-end approach helps you scale faster, strengthen your marketing funnel, and build a high-performing sales team that closes more deals with less friction.
Learn more about our Pipedrive Automation
Learn more about Pipedrive Workflow Automation
Need help in getting the best from your Pipedrive CRM workflow? Let me help you.
My Approach To The Sales Funnel
The whole process of moving our e-mail and files to G-Suite was transparent. We left the office on Friday evening and returned again on Monday morning and everything was done. Brilliant.
We really needed better integration to our marketing and customer management tools and Chris advised us that G-Suite would be a far better solution than the one we had. – We didn’t regret the decision, its so much easier now.
Frequently Asked Questions
How much does a Pipedrive Consultant Cost ?
It really depends on the scale and complexity of the work involved. If you just need an hour of my time then you can book a Discovery Session to work on, or discuss anything you need help with.
I can offer a range of options in terms of just offering advice and solutions, helping you and your implement the solution or doing all of the work on your behalf.
Take a look at the Pipedrive Pricing page for more details, or book a FREE call to discuss your needs.
What is Pipedrive Consulting?
I help organisations better set up and use Pipedrive to get the best out of the features that are available. This can be teams or individuals. I also spend a lot of time helping clients integrate Pipedrive into their websites, and task management systems meaning that a lot of once manual tasks become automated creating a better experience for potential new customers.
How Do I Know if a Pipedrive Consultant Is Right for Me?
Hopefully you’ve understood what I offer but why not take advantage of the free 30minute call to discuss your exact needs and the outcomes you’re looking for. Click here to schedule a call.
Do You Offer Ongoing Consulting Services?
Do You Only Work With Established Companies?
Pipedrive Setup
Pipedrive Setup Simplicity through technology London, Phnom Penh, Prague, RarotongaNeed help with your Pipedrive Setup? Let me help you. Looking for a Pipedrive Consultant? - You've landed on the right page. Here you can: Understand the Pipedrive and Sales Process...
Pipedrive Implementation Agency
Pipedrive Implementation Agency – Are you like so many clients who come to me. Losing Deals, wasting time on handing over leads, generating reports. Losing deals or missing opportunities due to poor workflow management. Using multiple tools that don’t talk to each other, your CRM, Email or Sales tools.
Pipedrive Agency
Pipedrive Agency – Are you like so many clients who come to me. Losing Deals, wasting time on handing over leads, generating reports. Losing deals or missing opportunities due to poor workflow management. Using multiple tools that don’t talk to each other, your CRM, Email or Sales tools.
Pipedrive Workflow Automation
Are you like so many clients who come to me. Losing Deals, wasting time on handing over leads, generating reports. Losing deals or missing opportunities due to poor workflow management. Using multiple tools that don’t talk to each other, your CRM, Email or Sales tools.
How to find the Pipedrive Deal ID
So you’re new to Pipe Drive and automations and you’re just starting to get into automating Pipe Drive and one of the things that you’ll be asked is to input your deal ID, and then you think I wonder where that is
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