Pipedrive Consulting
Amit Sarda
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Contact for pricing
About this service
Summary
I am a top contributor to Pipedrive's community.
I address challenging queries from Pipedrive business users.
Resources:
My Pipedrive Consulting service offering
Questions that help me understand your requirements better:
How long have you been using Pipedrive?
What is the daily/weekly/monthly number of leads you receive?
How many salespeople do you have on your team?
What are the lead/deal sources?
Do you use Zapier or Make/Integromat or n8n for automation?
What is your sales process? Pipeline stages, types of activities, sales roles, etc.
What 3rd party apps do you use (callers, texting, email, etc.)?
What's included
CRM Setup
Basic CRM Setup
Data Migration
Moving data from your old systems to a new Pipedrive account
Consultations
Query resolution, quick implementations, adhoc requests
Example projects
Skills and tools
Business Consultant
Automation Engineer
Marketing Strategist
CRM
Google Sheets
Zapier
Work with me