Pipedrive Expert Consulting and Coaching from a Pipedrive Expert based in India

Master how to use Pipedrive efficiently

Pipedrive is designed to help your team to keep selling and the right advice and coaching will go a long way.

Still on the fence about choosing Pipedrive?

Stages of Pipedrive Adoption

Assess where you're with your adoption of Pipedrive.

Our awesome features
1
Account Setup

Carefully define your Pipeline Stages, Activity Types, Lost Reasons, Custom Fields, Sales Roles, Visibility, etc.

Our awesome features
2
Standard Operating Procedures

Define how your leads are assigned and how your team is going to log and track activities, calls, emails.

Our awesome features
3
Insights & Reporting

Define metrics to help evaluate how the business is doing and the sales team's performance.

Our awesome features
4
New User Onboarding

Create a robust new user onboarding plan to help new users hit the ground running.

Our awesome features
5
Optimization

Review each of piece of the puzzle to identify opportunities for improvement.

Our awesome features
6
Best Practices & Training

Identify the most efficient day-to-day sales workflow and train the team to follow the process.

What can Pipedrive's Workflow Automation help you do?

Using Pipedrive's in-built workflow automation capabilities, Zapier, Integromat, n8n, etc. you can supercharge your sales process.

Assign deals based on a criteria

Assign newly created deals to members of the sales team based on predefined criteria.

Assign deals based on location

Assign newly created deals to members of the sales team based on the enquirer’s geographic address.

Synchronize ownership of objects

Change person/organization ownership when deal ownership changes.

Streamline handover of deals

Create an activity for the new deal owner when a deal is reassigned.

Optimize the selling process

Create an activity for a new deal so you don’t have to leave the Activity view.

Create activities when deals move

Create a list of activities when a deal’s stage or status changes to emulate checklists.

Notify duplicate deals

Create activities to notify deal owners about wasted effort.

Cleanup irrelevant activities

Delete all open activities when a deal is lost or deleted.

Improve cross-app usage

Create clickable WhatsApp links for every new person.

Avoid having things falling through the cracks

Schedule follow-up activities for open deals without activities.

Acknowledge new enquiries

Send an email as soon as a new deal is created and when activities are marked done.

Set up selling cadence

Create a new activity when a previous activity is marked done.

Expert Pipedrive Consultant from India catering to clients in the US, EU, UK, AU.

Learn from a Pipedrive Expert and Trainer

Grow your sales with the right Pipedrive Setup and Coaching from an Expert

Setup, Implementation, Customization

Process and Workflow Automation

Leads Assignment

3rd Party App Integration

Reviews from people I have worked with before

Testimonials

Contact

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