Assess where you're with your adoption of Pipedrive.
Carefully define your Pipeline Stages, Activity Types, Lost Reasons, Custom Fields, Sales Roles, Visibility, etc.
Standard Operating Procedures
Define how your leads are assigned and how your team is going to log and track activities, calls, emails.
Insights & Reporting
Define metrics to help evaluate how the business is doing and the sales team's performance.
New User Onboarding
Create a robust new user onboarding plan to help new users hit the ground running.
Review each of piece of the puzzle to identify opportunities for improvement.
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.
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
3rd Party App Integration
Reviews from people I have worked with before
Amit has really helped fine-tune and bring focus to my workflow. Since working with him my efficiency has gone through the roof. We have regular calls that structure my daily routine and help prioritize the best way to increase my sales and hone in on the most lucrative avenues. Amit is dedicated to making every project a success and scaling up businesses to their full potential. His knowledge of industry-leading sales CRMs such as Pipedrive is second to none and with systems being the heart of a business, his technical inputs fast tracks growth and success.
Founder, a D2C startup
Amit provided me with great help in my first steps of using Pipedrive.
Later on, when I got deeper and deeper into the process of using and mastering it, Amit was there all the time to answer professionally and tackle some not-very-common usages I asked to perform in the system.
Amit showed creativity, an in-depth understanding of the specs, and how to solve problems (sic).
A highly recommended professionalist!
Founder, an Events startup
Amit approached the work very quickly. We talked the same day and he finished the job the next day. So I would recommend him for anyone looking for Pipedrive automation.
Founder, a Consulting company
What a great experience this was. We worked to create a Pipedrive instance under a deadline and gave fantastic feedback.
Director of Sales & Marketing Operations
I was working 6 hours to fix small issues on the CRM, but thank to Amit I was able to fix it in 15 min.
Save your time and money, hire an expert like AMIT!