Expertise of an Agency, Accountability and Flexibility of an Individual
I strive to build long-term partnerships with my clients by defining high-level sales strategy and CRM setup to build a robust and scalable sales management system for their business to set them up for success.
Pipedrive Setup & Implementation
Learn from a Pipedrive Consultant what a good setup looks like and how it improves the efficiency of your sales team.
Reviews from people I have worked with before as a Pipedrive Consultant and a Pipedrive Expert
It was a fantastic experience to work with Amit as he helped to set-up a CRM system and all along the project, Amit was very easy to work with and has a mind-set of owner/entrepreneur. Takes a very collaborative approach. It was very evident at the start of the project that Amit was working with a future vision and pre-empting issues to lay a strong foundation. Would happily recommend to any one who is setting up CRM for years to come.
Commercial Director, a UK Dental Practice
I'm an employee of Pipedrive. We sell a sales CRM and Amit is a partner of our business. Amit is a great professional, always ready to help, friendly, quick and above all really knowledgable about our tools and how to set up the best processes for our users.
Mike van der Valk
Senior Product Manager, Pipedrive
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!
Chief Marketing Manager
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?
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.
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.
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.
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.
Tips to set up your Pipedrive CRM Account the right way
Tips to set up the right way without wasting time on unnecessary details.