Pipedrive Consultant

Simplicity through Technology

London, Prague, Phnom Penh

Make An AppointmentAbout Me

Need help in getting the best from your Pipedrive CRM workflow? Let me help you.

Using Pipedrive

Pipedrive Setup and Best Practice

How to set up your pipeline and team to improve your customer workflow.

Planning

Visioning, Strategic Planning, and Defining Expectations

Learn how to reach your customer goals within Pipedrive as well as other marketing tools.

Scaling

Marketing, Conversion Funnel, Team Building, and Scaling Up

Create customer teams, share information within the dashboard, understand the effort, achievment and workload of your team.

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. 

Jenny

International NGO

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.

Jessica

Marketing Lead

Upcoming Talks & Workshops

1

May

Workshop

Growth Hacking Techniques

See Event Info

17

May

Workshop

Building Strategic Roadmaps

See Event Info

28

May

Talk

Researching Competition

See Event Info

12

June

Talk

How to Find Talent

See Event Info

5

July

Talk

How to Find Investors

See Event Info

28

July

Workshop

Team Building Workshop

See Event Info

Frequently Asked Questions

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 Business Coaching 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 Only Work With Established Companies?
I work with solo entrepreneurs, small and medium sized businesses primarily. Generally clients are looking to make a step change in what they do and often this covers Pipedrive and their own productivity, process and communication. I can also help with G-Suite, Systems Integration and Automation.
Do You Offer Ongoing Consulting Services?
Yes. Many clients ask me to help with other areas of their business, and particularly their workflow. This can cover e-mail, file storage, database development, G-Suite integration and automating tasks between their systems.

Tutorial – How to create a ticketing system in Asana / Airtable

This video shows how to create a ticketing or bug tracking system in Airtable and/or Asana. The process goes through connect a web form and then using Zapier to push the information into the Asana tracking system. The system is pretty basic but from here you can made modifications to do some pretty cool stuff by using dropdowns in the form or calculations in Zapier to change assignments, due dates etc.

Tutorial – Restore deleted bases and records in Airtable

Restore deleted bases and records in Airtable – a tutorial on how to find things when you’ve accidentally pushed the wrong button…

Tutorial – Where are deleted tasks in Asana ?

Where are the deleted tasks in Asana – how to find and restore tasks that have accidentally been deleted from your Asana project.

My 15 favourite [free and paid] productivity tools

Google G-Suite Somehow we resisted spending $5 a month. We don't know why either as as soon as we moved our e-mail both our productivity and the ability to automate things improved no end. We used to suffer from our e-mails going into spam. That issue is gone. We have...

Contact

Phone

+855 963 271 408 / +44 203 290 7071

Email

admin@cjwray.com

Offices

London, Prague, Phnom Penh

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