Pipedrive Implementation & Onboarding
Pipedrive is a deal-driven CRM platform that gets your revenue engines running smoothly. The sales pipeline is proven to speed up deal closing and stop deals from falling through the cracks. Pipedrive empowers your sales team to document, measure and track all the leads and associated deals in a centralised place.
Knowing Pipedrive and what it offers
Pipedrive is all about sales and getting up your revenue engines running smoothly. Pipedrive is an intelligent CRM system that addresses the pain points of your sales team.
It offers excellent customisations, filter views, lead to deal conversion, lead segmentation & more. The user experience is super intuitive and easy to use while reducing the friction in your entire sales process.
A promising sales pipeline is proven to speed up deal closing and stop deals from falling through the cracks. Pipedrive empowers your sales team to document, measure and track all the leads and associated deals in a centralized place.
Lead nurturing, lead bots & plenty of other automation make your life easier and more efficient. So that your team can focus on closing deals and getting that cash in rather than entering & maintaining data most of the time.
Why Pipedrive?
There are plenty of other CRMs that are available. However, we recommend Pipedrive for the following reasons
Our Pipedrive Implementation Process
Implementing a CRM is a crucial step for business growth, but it can be complex. With our extensive experience in Pipedrive implementations, Cloudify is here to guide you through every step. Here's how we transform your sales process
1. Discovery and Planning
We begin by understanding your unique needs and goals. Our expert team works with you to outline the project scope, set clear objectives, and create a tailored implementation strategy.
2. Custom Configuration
We configure Pipedrive to align perfectly with your sales process. Through collaborative workshops, we ensure every feature and field serves your specific requirements.
3. Data Migration
Our team carefully transfers your existing data into Pipedrive, ensuring a smooth transition. We clean, organize, and structure your data to maximize its value in the new system.
4. Training and Adoption
We provide comprehensive training sessions tailored to different user roles within your organization. Our goal is to ensure everyone feels confident and empowered using Pipedrive.
5. Launch and Support
As you go live with Pipedrive, we're there to ensure a smooth transition. We provide immediate support, address any concerns, and make real-time adjustments as needed.
6. Digital Transformation
Beyond implementation, we focus on ongoing optimization and integration. Our team specializes in creating custom solutions that connect Pipedrive with your entire business ecosystem. Whether it's developing specialized apps for the Pipedrive marketplace or crafting bespoke integrations, we ensure Pipedrive becomes the central hub of your sales and customer management processes.
Implement Pipedrive with Cloudify
At Cloudify, we do a digital analysis of your business. The analysis aims, to identify the knowledge and data, that is necessary for the implementation of Pipedrive. Digital analysis is foundational for our understanding of your business processes.
We at Cloudify specialise in identifying key processes in your business and translating those processes into workflows and functionalities inside Pipedrive.
- Our approach is always end-to-end, looking at your business as a whole.
- We are seasoned professionals with experience in both business understanding and CRM implementation.
- We ensure integration both up and downstream with other systems and processes.
- Our goal is to make you experts in Pipedrive thus enabling you to maintain and develop your Pipedrive solution.
Pipedrive Monthly Pricing Tiers
Basic
Streamlined setup for agile businesses
25.000 kr.
Customized Pipedrive setup aligned with your unique sales process
Seamless email and calendar integration for enhanced productivity
Introduction to time-saving workflow automation techniques
Personalized online workshop ensuring your team hits the ground running
Post-implementation check-in to fine-tune your Pipedrive experience
Quick-start guide tailored to your business for ongoing reference
Standard
Comprehensive CRM integration for growing teams
45.000 kr.
All Essential features, elevated for growing teams
Smooth data migration from your legacy systems*
Comprehensive, tailored training resources for maximized adoption
Strategic activity and goal tracking setup to boost sales performance
Custom sales dashboard creation for at-a-glance insights
On-site workshop and hands-on team onboarding for immediate proficiency
Two in-depth post-implementation consultations to ensure optimal usage
Premium
Full-scale solution for complex organizations
75.000 kr.
Full Advanced package, amplified for complex organizations
Multi-team training workshops to align departments and streamline processes
Bespoke guidebooks for each department, ensuring company-wide best practices
Advanced reporting & analytics setup for data-driven decision making
Integration of cutting-edge tools: Chatbot, Web Forms, and Live Chat
Custom integration architecture tailored to your enterprise ecosystem
Extensive on-site workshop and onboarding for seamless company-wide adoption
Ongoing strategic consultations throughout the implementation process
Interested in knowing what Pipedrive has in store for you?
If you're interested in learning more about our services and how we can help you achieve your business goals, we invite you to book a free consultation with us today. During your consultation, we will take the time to get to know your business needs and tech stack, and we'll provide you with personalised advice on how to move forward with automations with Pipedrive.
Pipedrive Success Stories
How Cloudify Automated CHS Container's Sales with Pipedrive implementation & custom Integration.
Cloudify's solution involved the implementation of Pipedrive and custom integration of Rackbeat, a warehouse management system.
How veo automated order creation and statuses for more upselling opportunities
Cloudify recommended a two-way sync between Shopify and Pipedrive, which would enable Veo to automate its sales processes and eliminate the need for manual data entry.
How Arne Aksel saved its resources and time by digitising the complete value chain and enriching customer experience
We helped them build custom work processes according to their business needs.
How intelligent automation solution by Cloudify helped Contentor automate invoices and bring values
The automation helped them reduce business risks by automating invoices without any errors. This, in turn, brought tremendous value to the client.
Connect Your Sales Pipeline with Cloudify's Pipedrive Integration
Pipedrive is a powerful CRM that helps businesses streamline their sales process and manage customer relationships more effectively. However, to truly maximise its potential, it's important to integrate it with other apps that you use in your day-to-day operations. That's where Cloudify comes in. Our team specialises in Pipedrive integrations with a wide range of applications, from marketing automation tools to project management platforms.