Pipedrive Implementation: The Smart Way to Scale Your Sales
Pipedrive Implementation is a strategic process designed to help businesses set up, customize, and optimize their Customer Relationship Management (CRM) system.
Advantages
What Does Pipdrive Implementation Include?
Process
The implementation process typically takes 1 to 3 months, depending on the complexity of the business needs. The key steps include:
01
Project Documentation ( TOR creation)
Developing a technical document outlining the CRM setup plan.
02
CRM Data Structure Setup
Configuring contacts, organizations, deals, and products. Creating necessary data fields
03
Sales Pipeline & Workflow Setup
Establishing sales stages and pipeline structures.
04
Automation & Integration
Implementing automated workflows to streamline processes.
05
Insights
Creating dashboards, reports, and monitoring tools.
06
Data Migration & Adaptation
Importing existing databases and adapting them for Pipedrive.
Case studies
Happy Home is a starup real estate platform for the buyers and sellers in Real estate industry.
The problem
They needed to connect buyers and sellers all together, keep all the data together and sync it with the website platform.
Stamina helped
Integration of a CRM system tailored to real estate operations.
Creation of customized sales funnels for both sellers and buyers to streamline the transaction process.
Setup of dashboards for performance tracking and data visualization.
Implementation of automated email and SMS campaigns for buyers, ensuring timely follow-ups and engagement.
Seamless integration with the company’s website, allowing all incoming leads from the site to be automatically transferred to the CRM system.
Tools implemented for long term success:
Tools:
Integrations:
As a result, the partner received
Project launch and MVP
37%
AI cut sales & marketing costs by
37%
time saving
Ready to optimize your sales process with Pipedrive?
Contact us today to get started with a tailored implementation package that fits your business needs.
Frequently Asked Questions
How Long Does Pipedrive Implementation Take?
The process takes between 1 and 2.5 months, depending on the complexity of requirements.
Can Pipedrive Integrate With Other Platforms?
Yes, Pipedrive supports integrations with various tools, including email platforms, analytics tools, and third-party business applications.
Is Training Provided for Employees?
Yes, we conduct training sessions to ensure your team can fully use Pipedrive, along with bilingual user manuals in English and Armenian.