Pipedrive Consulting
We help you implement, optimize, and integrate Pipedrive
At GROUPmee we are Official Partners of Pipedrive. That means that we not only know the tool: we know how to make the most of it for each type of business and each business process model. Since the initial implementation to the integration with your current systems, we accompany you at every step.
WHAT DOES OUR CONSULTING SERVICE INCLUDE?
We adapt each project to the real needs of your company.
Diagnosis and planning
We analyze your current business process, how your team manages contacts, follow-ups, and deal closings, and what your sales goals are to design the Pipedrive implementation that best fits your reality. No generic solutions or template configurations.
Implementation and configuration
We set up Pipedrive from scratch according to your sales process: pipeline design, custom fields, key automations, role and team permissions, email integration, and AI sales assistant configuration. Everything ready for your team to operate from day one.
Data migration
We transfer your historical information (contacts, companies, deals, activities, and conversations) from your previous CRM, from spreadsheets, or from any other source, in an organized manner and without losses. Your team does not start from scratch.
Integrations with other platforms
We connect Pipedrive with the tools you already use: Holded, Asana, Slack, Shopify, Power BI, email marketing tools, and more. We automate the flows between systems to eliminate manual work and ensure that information flows smoothly between departments.
Team formation
We train your team to master Pipedrive from day one. Practical sessions, tailored to each user profile: salespeople, managers, executives, and administration.
Continuous support
Consulting does not end with implementation. We are available to answer questions, adjust settings, incorporate new automations, and support you as your company and sales team evolve.
WHO IS THIS CONSULTING FOR?
Is your company in any of these situations?
- You are considering implementing Pipedrive and don’t know where to start
- You already have Pipedrive but feel that you are not making the most of it
- You manage contacts and sales follow-up in spreadsheets and want to professionalize the process
- You have several tools that are disconnected from each other and waste time entering the same data into different systems
- Your team hasn’t fully adopted the CRM and needs training and support
If you identify with any of these points, our consultancy is for you.