The Leading Pipedrive Consultancy
I work with businesses in any sector to review existing sales processes, recommend improvements and structure their Pipedrive CRM to save hours whilst increasing revenue.
As an experienced Sales Director having won awards in corporate, founded tech startups and held board level sales director roles, I bring this sales experience to all implementation projects.
Typical (advanced) implementation projects include the following:
Initial consultation to review current setup and provide recommendations for increased efficiency and improved sales results.
Creation of visual sales process map to provide a 'future state' sales flow and CRM build (prior to sign off).
Implementation - including automations within Pipedrive, integration with third party platforms and creation of sales Insights reports.
Team training.
System documentation.
Each project is bespoke to each organisation, ensuring the sales process and CRM are tailored to work for you - no cookie cutter here!