In-depth audit and consultation.
Focused online trainings and workshops.
Over 350 apps and integrations.
already using pipedrive?
Optimise and elevate your Pipedrive setup.
With an in-depth audit and consultation, we will dive deep into your Pipedrive setup, pinpoint areas of improvement and formulate strategies to elevate sales.
In-depth sales audit. Specialised trainings.
Companies already leveraging Pipedrive often approach us with the following concerns:
Review & optimise: “Are we on the right track?” Ensure you’re utilising Pipedrive to its fullest potential and in the most effective manner.
Focused training: Seeking to strengthen specific areas? Whether it’s to get more from Pipedrive or to sharpen sales skills, we’re here to train and guide.
Add-ons, integrations: Encountering a particular business challenge? Sometimes the solution is within Pipedrive, while at other times it may require add-ons or integration with third-party applications. Whatever the case, we have the expertise to address it.
1
Review and optimise your Pipedrive usage
Congratulations! You have the world's best CRM sitting in your hands. But…
Are you putting it to good use?
Are you maximising its potential?
Or are you missing out on its hidden powers?
In our seven years as an Elite Pipedrive consultant and sales expert, we have seen that more than 50% of companies already using Pipedrive could do much better than they are.
And it’s not their fault. Think of it this way: while many can drive a car, only a few reach the level of a professional racer without specialised training.
Perhaps you’re confident in your current utilisation of Pipedrive. If so, let’s put that to the test!
Our team at Dominate Sales provides an in-depth audit and consultation. We’ll dive deep into your Pipedrive setup, pinpointing areas of improvement and formulating strategies to elevate your sales.
Our ultimate goal? To truly drive your business growth, exemplified by our client Erki’s success story here.
“We ordered a Pipedrive audit to assess the usage of Pipedrive in our sales team. Dominate Sales provided fact-based insights, clearly showing us how to optimise our system. This ensured that Pipedrive would serve exclusively our needs and address industry-specific nuances.
The team was amazed. With just a few tweaks and changes in habits, they found themselves being more productive in less time. They were able to build better relationships with their clients and not miss out on potential sales opportunities.
The result? Increased usage and a team that’s more enthusiastic about using Pipedrive than ever. Dominate Sales knows how to extract more value out of Pipedrive!”
Erki Parik
CEO, Parmet AS
When we conduct a sales audit, we delve into the following areas:
Tool and feature utilisation: Are we overlooking important tools or features? Or maybe using them ineffectively?
Settings longevity: Are our configurations poised for the future, accommodating potential data imports or the addition of new users?
Permission and visibility control: Ensure the proper safeguards are in place. Reduce the risk of unauthorised access to sensitive data. We’ll help set up a robust process to handle situations when an employee departs or falls ill.
Efficiency and integration: By leveraging Pipedrive’s automations and integrating it seamlessly with your other tools, we pinpoint areas to save time and boost overall productivity.
Data-driven insights: What can our current data reveal? We’ll identify bottlenecks and potential issues. Addressing these can empower your sales reps or the entire team to sell more, smarter and better.
Book a call, and let’s improve your Pipedrive.
Our promise
Considering taking our Pipedrive optimisation service? Let’s ponder the worst-case scenario.
You’ll discover that you’re already at the pinnacle of Pipedrive mastery. Your team is leveraging every tool and strategy with finesse, leaving us with little more to do than applaud your excellence and reassure you that you’ve really got it covered.
That’s the 'risk' – a confidence boost and the peace of mind that you’re already harnessing the full power of your CRM. What if you feel the service didn’t add any value? We won’t charge a penny. That’s our commitment to your success.
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Focused Pipedrive trainings and workshops
You’ve implemented Pipedrive and recognise areas that could benefit from deeper expertise. Alternatively, you’ve noticed that your sales team is adopting the new system at a slower pace than expected. What’s the next step? Turn to professionals to speed up the process!
There are times when bringing in an external perspective can work wonders. Research indicates that employees are more likely to embrace new work methods when they receive validation and support from independent experts.
Additionally, you’ll gain insights into best practices, dos and don’ts, and the secrets to fast-tracking your success. There’s no need to reinvent the wheel. Rest assured that you’ll acquire fresh, valuable knowledge with us.
Where do you want us to focus on? Request a customised solution or pick one of our specialised trainings.
Admin
Genius
2.5 h | €600 + VAT
Ensure your PD environment is set correctly to avoid GDPR violations and user access issues. Learn to maintain the environment, keep it tidy, add new features, and scale up to Pipedrive 2.0.
Contacts
Timeline & Filters
2.5 h | €600 + VAT
Essential for portfolio management and customer relationships. Learn how to create killer filters for marketing campaigns and prioritise clients with actual value.
Rise of the
Machines
2.5 h | €600 + VAT
Learn how to utilise automations to eliminate mundane tasks, increase productivity, and see best use cases that have 10x’d your team results. Participants will create some automations during the training.
Analytics & Dashboards
2.5 h | €600 + VAT
Insights are often underused among Pipedrive users. Learn how to create and use advanced dashboards and analytics to enhance sales and team management.
Phone & E-mail Guru
1.5 h | €350 + VAT
Learn how to log calls, see incoming caller IDs, use the nearby Map function for logistics, access Insights and calendar updates, and get push notifications for colleague updates – without leaving your phone. Also, learn to track emails, create personalised email templates, and combine them with Pipedrive custom fields for professional and personalised approaches.
Reserve your spot here.
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Pipedrive add-ons and integrations – time to expand
Do you have a unique business challenge that goes beyond Pipedrive’s standard capabilities? Perhaps you’ve identified a specific case where Pipedrive alone won’t provide the complete solution. Time to expand Pipedrive’s multiverse!
Our team specialises in integrating Pipedrive with a variety of add-ons and third-party tools, tailored to address your specific needs. Whether it’s streamlining your marketing efforts, automating complex workflows, or solving industry-specific challenges, we’ve got you covered.
We’ve assisted our clients in a wide range of integration and add-on scenarios. For example, you might be interested in synchronising data between your ERP system and Pipedrive, initially focusing on contact synchronisation and later extending it to include proposal and order information.
Alternatively, you may want to tap into a public database via API connections. Perhaps you’re just looking to enhance Pipedrive’s capabilities by integrating add-ons like Leadbooster, Projects, or Campaigns.
Additionally, you might want to explore the possibility of leveraging external platforms to reconfigure Pipedrive, enabling the creation of additional panels or automations that can’t be achieved within Pipedrive’s native capabilities.
Expand the capabilities of Pipedrive with 350+ apps and integrations. Let’s find the most suitable ones for you.
Here are a couple of Pipedrive projects we have undertaken over the years
With our expertise, you can enhance Pipedrive’s functionality and take your CRM to the next level.
Let’s tackle those unique challenges and unlock new opportunities for your business. Contact us to discuss your expansion needs and find the perfect solution.
