Hire a Pipedrive Consultant 🡇 Grow your sales systematically

Pipedrive CRM is a sales management system designed to help you build long-term relationships to help sell using its activity-based selling philosophy. The right Pipedrive CRM implementation, training, and coaching from a Pipedrive Consultant will help improve your sales team productivity and, in turn, your sales.

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Expertise of an Agency, Accountability of an Individual

I strive to build long-term partnerships with my clients by defining high-level strategic initiatives. This ideology helps in building a robust and scalable sales management system for their business to set them up for success.

Pipedrive Setup

Learn what a good setup looks like and how it improves the efficiency of your sales team.

Workflow Automation

Learn what can be automated, and then automate repetitive tasks intelligently.

Sales Performance

Visualize the health of your sales operations with Pipedrive Insights and Reporting.

Pipedrive Training

Teach your team how to work smartly by leveraging Pipedrive's simple capabilities.

Sales Strategy

Define your ideal sales strategy by understanding your sales process and goals.

Pipedrive Integration

Integrate Pipedrive with 3rd party apps to improve the capabilities of the CRM.

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My articles on Pipedrive CRM

A collection of my opinions and how-to guides to help you make the most out of your Pipedrive CRM system. I have written these articles based on my Pipedrive Consulting experience as a Pipedrive Expert.

Should you change the due dates of activities/tasks in a CRM?

The impact of changing due dates of activities/tasks in a CRM.

Configure an efficient sales system and process

A quick guide to configuring and setting up Pipedrive CRM for efficient sales.

How to select the right CRM for your business?

A framework to evaluate which CRM is best suited for your requirements.

Tips to set up your Pipedrive CRM Account the right way

Tips to set up the right way without wasting time on unnecessary details.

How to automate Leads Assignment in Pipedrive CRM

Learn how to assign leads to salespeople automatically in Pipedrive CRM.

How to link a Deal with a Person and an Organization in Pipedrive CRM

Use Zapier/Integromat to set up deals the right way in Pipedrive CRM.

Still on the fence about choosing Pipedrive?

Pipedrive enables small and medium-sized businesses to set up long-term, scalable business processes. It's the perfect sales management system that helps grow the business and revenues. Keen to understand the salient features of Pipedrive CRM that make it stand apart from other CRMs in the market?

Read My Pipedrive Review Book a Pipedrive Demo Sign up for a FREE 30-day Extended Trial

Audit your Pipedrive Setup

Based on my experience from delivering a number of Pipedrive CRM projects as a Pipedrive Consultant and a Pipedrive Expert, I have arrived at the following levels of Pipedrive adoption. Assess where you and your business are with your adoption of Pipedrive.

Account Setup

Carefully define your Pipeline Stages, Activity Types, Lost Reasons, Custom Fields, Sales Roles, Visibility, etc. based on your high-level strategic goals, your business processes, and your sales strategy.

Standard Operating Procedures

Define how your leads are assigned and how your team is going to log and track activities, calls, and emails. Design your processes to build a robust sales management system.

Insights & Reporting

Define metrics to help evaluate how the business is doing and how to track and improve sales performance, thus increasing sales. Use this information to identify areas of improvement and to draw actionable plans for course correction when required.

New User Onboarding

Create a structured new user onboarding plan to help new users hit the ground running. Document your Pipedrive CRM setup and processes to build a reliable knowledge base.

Optimization

Review everyday processes to identify opportunities for improvement. Periodic reviews help improve sales performance, which in turn results in improved sales.

Best Practices & Training

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

Need help with Pipedrive Automation?

You can automate your sales processes using Pipedrive's Workflow Automation capabilities. Wherever Pipedrive's native automation capabilities are lacking, you can use third-party automation tools to improve your sales and marketing automation workflow.

Check out Pipedrive Workflow Automation

Expert Pipedrive Consultant from India catering to clients all over the world.

Learn from a Pipedrive Expert and Trainer

Grow your sales with the right Pipedrive Setup and Coaching from an experienced Pipedrive Consultant.

Setup, Implementation, Customization

Process and Workflow Automation

Deals or Leads Assignment

3rd Party App Integration

Need on-demand support and advice from an experienced Pipedrive Consultant?

Whether you have a simple query, need coaching, or need some 1:1 brainstorming sessions, I will use my Pipedrive expertise to help you, using the skills I have developed from my various Pipedrive Consulting engagements.

Chat Support

If you need quick answers over WhatsApp/Slack about trivial issues you aren't able to find answers for.

$199 / month

Group Calls

Weekly 1-hour group call to discuss your challenges in a group setting to learn from one another.

$799 / month

1:1 Calls

Focused brainstorming calls to discuss your challenges and to find feasible and practical solutions.

$2,499 / month

Reviews from people I have worked with before as a Pipedrive Consultant and a Pipedrive Expert

Testimonials

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.

Alex

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!

Yair Y.

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.

Emre G.

Founder, a Consulting company

What a great experience this was. We worked to create a Pipedrive instance under a deadline and gave fantastic feedback.

Kelli G.

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!

Alex S.

Chief Marketing Manager

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