Unlocking sales growth with a Pipedrive Partner
Understanding Pipedrive Partners: A brief overview of what a Pipedrive Partner is and the benefits of working with one
What is a Pipedrive Partner?
A Pipedrive partner is a company that provides consultative, implementation or other services that revolve around the reselling of Pipedrive CRM software. Pipedrive partners like Dominate Sales are developing or integrating different products into Pipedrive’s ecosystem.
It is important to notice the different levels and categories of Pipedrive partners to get the best bang for your buck. Pipedrive distinguishes partners into three categories:
Solution Providers – Resellers, consultancies and marketplaces that provide consultative, implementation and migration services. There are two partnership tiers here: Elite Pipedrive partner and Premier. For example, they can help you with sales consulting, onboarding, implementing, and customising Pipedrive.
Technology Partners – Businesses that want to join Pipedrive’s integration ecosystem with a platform, tool or software. Developers or other product owners who want to create a new or integrate an existing product with Pipedrive. Of course, the end goal is to deliver better business results with shared solutions.
Affiliate Partners – Website publishers, influencers, VCs, associations, or any business interested in earning commissions by referring their audience to purchase from Pipedrive directly.
How a Pipedrive Partner can offer customisation and support in CRM
Our seven-year journey as a Pipedrive partner, marked by continuous client interaction and feedback, has underscored a fundamental truth:
A valuable partner distinguishes themselves as a Pipedrive expert who possesses deeper knowledge, provides superior advice, and offers more comprehensive assistance compared to Pipedrive support. Why is this the case? It’s due to their wealth of experience and strong business acumen. Pipedrive support excels in handling technical issues, but for more advanced or business-oriented matters, their expertise may fall short. This pattern is typical and applies across various SaaS business domains.
Experienced Pipedrive partners with a proven track record and a diverse client portfolio provide a broader perspective and deeper insights. How can you build and customise your Pipedrive environment to unlock its full potential? What approaches have others found successful? What strategies should you avoid?
Choosing the right Pipedrive Partner: factors to consider when selecting a Pipedrive Partner
With over 182 Pipedrive partners globally, selecting the ideal one for your needs can be challenging. To make this decision simpler, consider these factors when picking a Pipedrive expert:
Partner tier: Determine if they are a solution provider (Elite, Premier) or affiliate partner.
Expertise: Assess whether they are solely a reseller or a Pipedrive partner with consulting and customisation capabilities tailored to improve your sales team.
Track record: Investigate their industry experience and past achievements with Pipedrive.
Experience: Look at the number of years they’ve been in business and their overall experience with Pipedrive.
Uniqueness: Identify what sets them apart and how they contribute to enhancing the Pipedrive platform.
What is the difference between Elite vs Premier solution provider
Both Elite and Premier tiers offer technical support and account management. They both require Pipedrive technical certifications and a commitment to ongoing training to ensure you receive expert guidance. However, the Elite tier stands out with its higher sophistication and more advanced accreditation requirements from Pipedrive. To qualify for the Elite tier, Pipedrive partners must also possess a minimum of five years of experience in the software industry.
PS. An additional benefit of the Elite tier is that these solution providers offer billing services, eliminating the need for credit card transactions.
Best practice tips from our team of Pipedrive experts
Let us begin with a fresh perspective. Instead of rehashing the common advice you've likely encountered, such as setting up clear pipelines or utilising custom fields, we’re diving into the often-unnoticed but highly valuable insights we've gathered over the years. These insights can significantly enhance your Pipedrive experience and lead to more efficient sales processes and stronger customer relationships. Time to explore!
Utilise the Pipedrive mobile app: Don’t overlook the power of the Pipedrive mobile app. It’s a must-have if you're conducting business on the go. The app offers time-saving features like call logging, a nearby map function for efficient meeting planning, Waze integration for timely travel alerts, notifications, and audio notes to keep you on top of tasks and follow-ups. Maximise your productivity with these handy tools and set them up properly.
Leverage email tracking with daily summaries: While email tracking allows you to see who’s opened your emails and clicked on links, its real value shines when combined with daily summary emails. Imagine a scenario where a potential prospect revisits your proposal months later. They may not reach out immediately, but with daily summaries, you’ll be notified of their renewed interest the next morning. This feature has helped revive countless deals, and it’s a win-win as your clients appreciate your proactive follow-up.
Explore the contact timeline feature: The contact timeline feature is a goldmine for staying top-of-mind with your customer base. Here’s an example: Suppose you've categorised your clients into classes like VIP, important, regular, and low-potential, each with its own tailored engagement strategy. The contact timeline can flag clients who haven’t met these criteria or where the last contact, even an email, was too long ago. This tool enhances account manager efficiency and ensures that all crucial contacts receive regular attention.
Pipedrive scheduler: Simplify your scheduling process with Pipedrive Scheduler. Say goodbye to the hassle of back-and-forth messaging and the effort of finding a suitable meeting time. What’s even better, you can seamlessly integrate Zoom or Teams to send out invites with codes and link information directly from Pipedrive, ensuring efficient meeting coordination.
Group email + email templates: Imagine you’re running an end-of-quarter campaign, and you want to offer special prices without appearing like a mass-emailer. Pipedrive comes to the rescue. You can easily segment specific deals or individuals who meet your criteria, such as those interested but deterred by pricing. Create personalised email templates that leverage customer data. Then, with just a couple of clicks, send out individualised emails to each recipient, all from your own email account. This professional and caring approach not only enhances your image but also delivers significantly better results. It’s a win-win!
These often-overlooked features within Pipedrive can truly transform your sales processes and help you achieve exceptional results.
Ongoing support and training: Details on ongoing resources and training provided by Pipedrive to its partners
Have you ever encountered resellers or partners who fell short of your expectations? This often happens when the partner is solely interested in signing you up, with little regard for delivering quality service. What sets Pipedrive apart is its dedication to partner quality.
What is Pipedrive doing to ensure the quality of its partners:
Certification renewal: Pipedrive partner certifications are regularly renewed, ensuring partners stay up-to-date with the latest expertise.
Webinars and partner cafes: Pipedrive conducts regular webinars and partner cafes, fostering continuous learning and interaction.
Quarterly updates: Partners benefit from quarterly updates, keeping them informed about the CRM’s latest developments.
Partner Advisory Council (PAC): Pipedrive involves prestigious partners in decision-making regarding the CRM’s future product evolution.
Resource library: Access a substantial asset library filled with valuable resources.
Updated training material: Pipedrive consistently updates its training materials to keep partners informed about the CRM’s capabilities.
Summary
Pipedrive stands out as a top CRM choice due to its unwavering commitment to its partner network and continuous product development. When you choose Pipedrive, you’re opting for a CRM provider that invests in partner excellence, ensuring you receive top-tier service and support.
When it comes to selecting a top-tier Pipedrive partner, rest assured that we meet all the essential criteria:
We proudly hold the Elite tier status as a Pipedrive solution provider, guaranteeing in-depth knowledge and expertise.
Our commitment means you receive personalised assistance and access to advanced Pipedrive technical support.
We actively participate in Pipedrive’s Partner Advisory Council, contributing to the CRM’s future development.
With a proven track record and industry experience, you can trust that you’re in capable hands.
By choosing Pipedrive and partnering with us, you gain a winning combination: a CRM that prioritises excellence and a partner who delivers it. Your journey to CRM success begins here.
