For most clients, this is the place we recommend that you start. This package is ideal for small sales teams, or for larger teams wanting to be up and running on a simple to use CRM system as quickly as possible. This system also serves as the base platform form more complex customizations and integrations.
It includes one customized sales pipeline, custom fields, goals, forecasting, one Web-To-Lead form, and basic integrations to your email system, your Google Drive and Calendar, and Slack Team, onboarding and basic training of up to 2 key team members, and can be completed in as little as two days, depending on availability of the client.
Provision your Pipedrive account on a 30-day free trial (If you don't already have an account)
Import current contacts into Pipedrive from Excel spreadsheet or another CRM
Set up one custom pipeline based on your current deal flow
Set up custom fields as needed to best categorize Contacts, Organizations, and Deals
Set up Deal Stages and Deal Rotting (alerts you when things start to stagnate) if needed
Set up custom Activity Types if needed
Connect 2-way Email and Calendar sync if you go with the Gold plan, or BCC method if on Silver
Basic training on how best to use the system, how to get reports, and how to take over Admin functions if needed
Training for up to 2 team members
Required for completion
To get started, we'll need a list of all mission-critical software and applications that you're currently using, and plan to add in the future, as well as a list of the initial team members we'll be onboarding and their roles within your company. Everything else will be covered in the initial kickoff meeting, which can be done in person or by web meeting.
I am a strategy and software technology consultant located in San Francisco specializing in Sales Pipeline Development, ...
I am a strategy and software technology consultant located in San Francisco specializing in Sales Pipeline Development, CRM selection and implementation, and in setting up technology that enables companies to manage and scale their remote workforce.