This is my Pipedrive Consulting Pitch, with everything important in one place.
Think of it as my sales letter.
I have helped multiple businesses set up and optimize their Pipedrive accounts. These businesses range from DTC luxury furniture companies in the UK, the US, and Australia, to dental practices in the UK, to businesses catering to the renewable energies space, and to European companies helping people be genuinely digital nomads.
I am the top contributor to Pipedrive’s community where I address challenging queries from Pipedrive business users.
To proceed with my Pipedrive Consulting projects, I typically ask for the following inputs:
- Volume of leads per week/month
- Team size, roles, and structure
- Lead/deal sources
- Your sales process: Pipeline stages, types of activities, sales roles, etc.
- Third-party apps you use (callers, texting, email, LinkedIn, WhatsApp, Conversation Intelligence, etc.)
- Automation tool you use: Zapier or Make/Integromat
I have published a training series for Pipedrive on YouTube.
I have also written several articles about Pipedrive. The focus of my articles is the efficient and optimized use of Pipedrive’s features:
Learn how to maximize the pipeline view customization in Pipedrive feature to optimize your daily sales operations and workflows.
Compare top texting or SMS apps for Pipedrive like JustCall, CloudTalk, OpenPhone, SimpleTexting, and Sakari for sales engagement, automation, and analytics.
Conversation intelligence platforms for Pipedrive to surface insights and to sell smarter by automatically recording, transcribing, and analyzing customer calls.
A complete guide to learn how to use Pipedrive, including account setup tips, automation ideas, onboarding new users, and keyboard shortcuts.
A running list of Pipedrive workflow automation examples to improve your sales processes using automation tools like Zapier, Make, and n8n.
A comprehensive list of Pipedrive addons for Marketing Automation & Email Marketing, Calling, Texting, Customer Support to improve your sales process.
Proven Pipedrive tips and tricks from a Pipedrive Expert for an efficient and scalable new Pipedrive account setup that your sales team will love.
Apps to seamlessly integrate LinkedIn and Pipedrive, making your lead generation and sales workflow more efficient than ever before.
Learn how to export Pipedrive data to Google Sheets, Excel, and BigQuery using Coupler & Flatly to visualize it in BI tools like Tableau & PowerBI.
Comparison of Dialer and VoIP apps for Pipedrive Phone Integration based on features, pricing, reviews, and platform availability.
Learn ways to integrate WhatsApp with Pipedrive CRM to improve your sales process, sales productivity, and increase revenues.