Need help in getting the best from your Pipedrive CRM workflow? Let me help you.
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 fro 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 our Prices
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.
Marketing, Conversion Funnel, Team Building, and Scaling Up
Create customer teams, share information within the dashboard, understand the effort, achievement and workload of your team.
Then expand and integrate to link to your website, synchronise calendars and task managers, your email service and add automation.
Learn more about our Pipedrive Automation
Learn more about Pipedrive Workflow Automation
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 ?
Projects start from $750 but really depend 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.
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?
How to create an Asana project and tasks when a Pipedrive deal is won This video shows how to set up Zapier to connect to Pipedrive and Asana such that when a deal is won an Asana project is set up and tasks can be added and assigned. Essentially putting data from...
This video is about how your CRM, Project Management system and Operational database fit into your business. For this example I’m using Pipedrive, Asana and Airtable, but the principles will fit any similar system. Small Business SystemsHi there, welcome back to the...
Pipedrive Probability - (Deal & Stage) In this video I explain how to set Pipedrive probability both at the deal level as well as at the stage level.I also show you where you can take a reference point in setting your stage probabilities. If you're using Pipedrive...