Need help in getting the best from your Pipedrive CRM workflow? Let me help you.
Pipedrive Setup and Best Practice
How to set up your pipeline and team to improve your customer workflow.
Visioning, Strategic Planning, and Defining Expectations
Learn how to reach your customer goals within Pipedrive as well as other marketing tools.
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.
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
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?
Do You Offer Ongoing Consulting Services?
Pipedrive Mailigen This video shows how to pass the url that a subscriber clicked in an email campaign, back to the notes section of Pipedrive for that contact. This video looks at some of the linking between Pipedrive and Mailigen and after installing Mailigen I...
How to integrate Pipedrive to Mailigen This video shows how to integrate Pipedrive with Mailigen and have your contacts synchronise automatically between your CRM and your Mailing List Manager. Pipedrive Mailigen Integration - In this video I explain the integration...
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.