Grow your sales with help from a Pipedrive Consultant

Work with a Pipedrive Consultant to Boost Sales

Get tailored Pipedrive consulting and training from an experienced Pipedrive Consultant to maximize your sales.

Expertise of an Agency, Accountability and Flexibility of an Individual

As a Pipedrive Consultant, I build long-term partnerships with clients by providing strategic Pipedrive consulting to implement a customized, scalable sales management solution.

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?

A Pipedrive Consultant’s tips to Audit your Pipedrive Setup

I have arrived at the following levels of Pipedrive adoption based on my experience working with a number of clients.

Assess where you and your business are with your adoption and use 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.



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.

Proud founding member of Pipedrive Partner Association

At Pipedrive Partner Association, we work tirelessly to showcase a group of Pipedrive partners across the globe, who have come to create our larger association. Our goal is to spread information related to Pipedrive CRM while highlighting the usefulness of both qualified partners and the apps they create for the Pipedrive platform.

In the company of top Pipedrive Experts across the world

Reviews from founders who have worked with me to develop and improve their sales operations in Pipedrive

Testimonials from my Pipedrive Consulting clients