Pipedrive
Asana
en 
Pipedrive CRM Implementation for Sales Departments
We ensure proper Pipedrive setup, provide comprehensive sales team training, deliver ongoing support, and offer exclusive licensing bonuses.
Key Features and Capabilities of Pipedrive
How does Pipedrive CRM work?
Sales funnel
- Model and visualize funnel stages in CRM. Monitor the process and analyze salespeople’s actions at each stage.
- Identify problem points and weaknesses in the sales process, discuss them with the sales team, and implement corrective actions.
Process Automation
- Reduce the time spent on routine tasks and processes, boosting efficiency and accuracy.
- Accelerate customer data processing, personalize communication, and automate task assignment.
Sales control
- Monitor the speed and quality of request processing by salespeople. Track their activities: number of calls, emails, and meetings.
- Standardize customer interaction processes. Stay focused on the sales plan with the help of planning and reminder systems.
Client base
- Collect and store customer history. Capture requests and provide personalized offers.
- Customize data display, add custom fields, and automatically enrich transaction and contact records.
Role allocation
- Manage access rights in CRM by creating roles and assigning permissions based on your policies. Ensure compliance with legal requirements.
- Reduce the risk of losing your customer base by limiting access to essential personnel only.
Customer communication
- Respond promptly and communicate through the customer’s preferred channels: phone, messenger, email, or social networks.
- Track the history of conversations, correspondence, and notes for each transaction, ensuring long-term relationships and repeat sales.
Over 350 integrations with Pipedrive CRM
Enhance the capabilities of Pipedrive CRM through apps and integrations
Pipedrive pricing
with additional bonuses
Benefits of Registering Pipedrive with Peekssot
Features
Registration in Pipedrive
Registration with Peekssot
Demo account
14 days
30 days
Introductory session
English language support
Support in messengers
Support by phone
Get Started with a Free Pipedrive Demo
- 30-day trial period (extended from the usual 14 days)
- Free training session from PEEKSSOT (an invitation will be sent to your registration email)
- Ongoing technical support from PEEKSSOT throughout your plan duration.
Pipedrive CRM Implementation Services
Customization
Business Process AnalysisWe analyze the company’s business processes, examine lead acquisition channels, review their processing system, describe key sales stages, and map out optimization strategies.
Audit
Business AutomationOur business analysts and technical experts configure sales funnels, access rights, custom fields, reports, documents, and connect communication channels.
Training
Useful knowledgeWe train managers and the sales team, demonstrate CRM usage examples, hold Q&A sessions, and conduct a knowledge test.
Support
Information and technical supportPrompt support: troubleshooting and answering questions. We use convenient communication channels such as phone, messengers, and e-mail.
Customizing Pipedrive CRM
Based on interviews and a survey of your company’s sales process, we will create a CRM customization concept. We will plan a convenient schedule of events and account for possible inconveniences.
Customize user accounts, access rights, CRM entities, custom fields, and funnels. Integrate website, telephony, messengers, SMS, and email. We will conduct training for the manager and sales team.
Identify and automate frequently repeated routine processes. Set up analytics, hold question-and-answer sessions, and conduct regular audits while providing ongoing support.
Stages of Implementation
Stages
1
2
3
4
5
6
∞
Training for the leader
1
2
3
Pre-project assessment
2
3
Preparatory stage
3
System configuration
4
Employee training
4
5
Post-project support
6
Technical support
∞
How to implement CRM
With the help of this guide, you will understand the stages of CRM implementation, what exactly you need to do, and what resources you need to do it.
Pipedrive CRM Training
- Sales planning and management in CRM
- Customer data management
- Phone systems, messengers and e-mail in CRM
- Automation tools, bots and triggers
- Reporting and analytics
Pipedrive Audit
For companies currently using Pipedrive
Identifying growth opportunities within the sales system
Sharing best utilization practices
Improving reporting processes
Resolving configuration errors
300+ implementation projects
All our questions were answered promptly and thoroughly. Thanks to Peekssot, we significantly improved the quality of our lead processing, organized client information more efficiently, and saw an increase in sales. The team was responsive to our inquiries and maintained excellent communic…
Peekssot’s efforts led to a significant increase in our online sales. The team expertly managed the seamless and successful implementation of the CRM system, demonstrating both efficiency and professionalism throughout the project. They were highly organized, detail-oriented, and dependabl…
Thanks to Peekssot’s efforts, our company significantly optimized its business processes. The team was diligent in adhering to timelines and deliverables, consistently meeting expectations. Internal stakeholders were highly impressed by their professionalism and customer-focused approach….
Working with Peekssot felt like partnering with true professionals. The project was efficiently broken down into several tasks, each successfully executed. Peekssot demonstrated strong organizational skills and responded promptly to all our needs. Their professionalism and ease of collabor…
Peekssot consistently responds promptly to customer requests and implements tasks with impressive speed. Thanks to their efforts, we have significantly shortened our sales transaction cycle and reduced our advertising budget. Additionally, we have seen a 20% increase in orders and a 10% ri…
Frequently Asked Questions
Pipedrive CRM helps businesses by enabling sellers to manage sales processes through intuitive funnels, automate routine tasks, and maintain streamlined communication with customers. Managers gain access to detailed reports and sales analytics, enabling sales forecasting, standardization of the sales process, and improved business efficiency.
We begin by conducting a pre-project analysis of the sales process, collaborating with marketers, salespeople, and company management. Based on this information, we develop a tailored CRM setup concept: including sales funnels, process automation, data management, roles and access rights, reports, and system integrations (e.g., website, other services). After client approval and necessary adjustments, we proceed with system setup and testing. Finally, we train the manager and sales team and conduct a knowledge assessment.
Our implementation packages start at 300 USD, which typically covers the basic setup needs. The final cost depends on factors such as the size of your sales team, the complexity of the automation processes, and any required integrations with other services. Submit a request, and after a brief consultation, we’ll provide you with a customized quote.
The implementation project typically takes between one and four weeks. Most of the time is spent developing the initial concept and refining it in the final stages. One major factor that influences the timeline is the level of involvement and active participation from company management.
We provide active support for Pipedrive CRM users, including troubleshooting and answering any questions. Unlike standard Pipedrive support, we offer the convenience of multiple communication channels: phone, messaging apps, Zoom, Google Meet, and email.
Free presentation
of the ideal sales system.
Fill out the form or use the contact details to get in touch with our team and we will show you how CRM works in our company and select successful cases.
