Pipedrive Consulting
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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.)?
Deliverables
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
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
