A comprehensive 5-step Pipedrive implementation program devised by our experts. We provide the precise way to set up your CRM.
We start with discussing your complete workflow from sales 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.
- Automation and workflow optimization
- Marketing, finance, and operations integrations
- Reporting and dashboards
- Connecting existing applications to new tech
- Data source and automatic updates
Get In Touch
Have any questions or queries? We would love to hear from you!
Pipedrive Services
Implementation Roadmap & Strategy
We use insights and best practices from years of experience of implementing Pipedrive to help you Go-Live with Pipedrive quickly.
Pipedrive Customisation
We can help you to customize Pipedrive as per your requirements and help you to customize and add new fields.
System Integrations
We ensure that Pipedrive CRM can efficiently serve as a cohesive part of your marketing technology stack with integrations to your existing systems.
Marketing Automation
We identify the process that can be automated within your marketing and sales departments, and build advanced automation workflows to save time and effort.
Workshops & Training
Our training consists of a deep dive into Pipedrive features and guided walkthroughs.
Dedicated Support
Through our on-call, email, or chat support service, we are always here to assist you with any small or complex question.
Pipedrive will help you to
Keep track of crucial conversations
Schedule meetings with prospects
Track & Meet your sales Targets
Keep your Sales team focused
Used by over 90,000 companies in 179 countries
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