Pipedrive Implementation

We provide the precise way to set up your CRM.

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 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.

Configuring Pipedrive to your 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.

Smooth Data Migration

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.

Train Your Team

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.

Support

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
Bespoke field configuration
Initial set-up and get-going
Importing and data migration
Custom implementations
Pipedrive strategy and planning

Team training

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.