Need Pipedrive support for your team? Let me help you.
Pipedrive Support and Best Practice
After setting up Pipedrive and getting the basics in place, sometimes the team need a little extra ongoing support as they get used to using the new CRM.
Many clients have asked me to provide ongoing support on a monthly or annual basis. This gives them peace of mind and access to technical expertise when they need it. It’s a form of insurance and access to a knowledge base that simply saves them time and effort in looking for the solution to their question in the myriad of often out of date articles and videos.
Pipedrive Support and Services when you need assistance
The monthly, quarterly and annual packages provide:
- Access to Pipedrive support by email
- Response same day or next business day dependent on the timezone
- 90% of issues are resolved the same or next day
- Links to detailed videos for complex solutions
- Explanation of new features before deciding if they will work specifically for you
- Best practice support if you’re not sure how you should set up your CRM workflow
- Support on Integrations and Automations
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 Support Cost ?
Pipedrive Support costs 300 per month. There’s a 3 month minimum for new clients.
I can offer a range of options in terms of just offering advice and solutions, helping you and your team implement the solution or doing all of the work on your behalf. The scope of the support is entirely up to you.
What is Pipedrive Support?
I help organisations 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 Support 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 Pipedrive Support Services?
Yes. Many clients ask me to support them with Pipedrive on an ongoing basis, as well as other areas of their business, particularly their sales workflow. I can also can support website integration, database development, G-Suite integration and automating tasks between systems.
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.
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