Pipedrive Workflow Automation
Simplicity through TechnologyLondon, Prague, Phnom Penh
Looking to further develop your Pipedrive CRM workflow with better automation? Let me help you.
Using Pipedrive
Pipedrive Setup and Best Practice
How to set up your pipelines and teams to improve your customer workflow. From simple one service business to global sales and marketing teams.
Planning
Visioning, Strategic Planning, and Defining Expectations
Learn how to reach your customer goals within Pipedrive as well as other marketing tools.
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, 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.
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.
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?
Pipedrive Implementation Partners
London, Prague, Phnom Penh Using Pipedrive Pipedrive Implementation Partners - 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...
What is Pipedrive
An Introduction to Pipedrive What is Pipedrive? - Pipedrive is a powerful, user-friendly Customer Relationship Management (CRM) platform primarily designed to help sales teams manage leads and deals, track communication, and automate sales processes. Its central goal...
How to set up Pipedrive
Setup your Organisation and Team Setting up your organisation and teams within Pipedrive is the crucial first step to getting the structure to work for you. This part of Pipedrive setup is particularly important if deals are not shared across the entire team. So for...
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