We start with discussing your complete workflow from marketing to distribution through conference sessions. We turn the insights into a detailed flowchart to understand how your tech system can be optimized for the best productivity and results. We analyze each action and try to incorporate integrations, templates, and automation which can be used to save time and increase efficiency. The flowchart provides an all-inclusive sheet and a compact groundwork to build the system.
We will then set up your sales process into Pipedrive, including inbound lead sources, pipeline stages, activities, custom fields, and templates. This promotes uniformity in the sales approach across your team and ensures a good data set for future reporting.
At this stage, we will migrate your existing data from your old CRM or Excel Sheet into Pipedrive CRM and ensure that there is no data loss and allow for the smooth functioning of the CRM.
Once the system starts running at an optimum level, we will start training your team and make them understand all the nuances that need to be known. All the training provided is personalized to the individuals and their position at work.
Even when the system gets accustomed to everyone and business gets to its usual pace, our team of experts will be there to guide and help you with any query or question.
Have any questions or queries? We would love to hear from you!