Pipedrive Implementation Project

When your business doesn’t just fit in a box!

pipedrive implementation project
How to use pipedrive

Tailor-made Pipedrive implementation project

as your Business Critical Solution


Do you feel your CRM may be a business critical for you?

Business owners may feel their expectations are unmatched by pre-packed projects

Entrepreneurs who prefer a personal solution over a standard deployment, that focuses on a critical part of their business: effectiveness in sales process management!

  • You already have a CRM in place and you need to migrate it.
  • Or you just have spreadsheets and you need to improve into a more effective and efficient solution.
  • Do you think your business can’t fit into a predetermined set of CRM functions?

    If you think so, maybe you may want to discuss your project as more tailored on your effective needs…  

    CRM may impact your business sales process: how you actually sell.

    You want to plan that impact to boost sales, not just leave it to the output of an external provider who barely understand your business.  

    How important is the client overall experience with your business?

    Provide a superior customer experience is the ultimate competitive framework for organisations to strive with, it definitely includes the experience before and during the sales process: what perspective customer are experiencing with your company is also what they experience interacting with your salesperson. If CRM impact on the salespeople method to manage relationships with your clients, this is a unique challenge you don’t want just automate or include into a software in a standard approach.  

    How much effort has required to set up your company’s ERP?

    Business Critical Software are all but not simple to set in place. Why the CRM, a business critical tool for sales effectiveness, should be just simple to get started with a pre-packed project?  

    How does your clients perceive the purchasing value?

    Are you actually offering a business critical solution to improve your clients’ business? Pipedrive is a CRM tool focused on enabling the management of the sales process. The more articulate the sales process is, the more the implementation of Pipedrive becomes critical. You do not want to embark yourself in a simplistic approach to discover too late it doesn’t fit your needs, would you?

    Three elements should provide you evidence of the complexity of implementing a CRM:

          • Visual Sales pipeline
          • Activities Based Selling
          • Sales Process Management
    Visual sales pipeline
    A visual Pipeline is the virtual mirroring of the real sales process. If you can you clearly and uniquely describe your business sales process then you can set up one or more pipelines according to it.
    ABS, Activities Based Selling methodology
    We can’t control our counterpart decision making: we can only perform all the expected actions that impact on the client expectations enabling them to perform a more appropriate decision making process.
    Sales Process Management
    The ultimate most relevant benefit of a cloud CRM like Pipedrive, is to boost on the sales process effectiveness. Either the salesperson efficiency and the sales manager control of the whole sales process to reach overall more results.

    Features you can add to Pipedrive

    Data management

    Data decluttering, cleanse, update and alteration made easy.

    Fully automated workflows to keep data up to date effortlessy.


    The standard for e-signature: contract are legally binded everywhere in the world.

    Documents’ lifecycle within pipedrive.


    Simple PDF filled with CRM data for instructions and marketing activities.

    Pay as you go per documents created.

    Marketing collaterals

    Sales documents, information and presentation are now sharable under a dedicated mini-portal for each client.

    Full control of behaviours and engagement.

    Sales meeting management

    Remote sales imply virtual-meetings with prospective clients. 

    Bring efficiency in meetings management to dispense same successful methods among sales teams.

    Still unsure? Give us a shout!
    We will be happy to check your needs and provide you a valuation of the project budget.
    Pipedrive still convenient!
    Let’s clarify this: Pipedrive is a price effective solution! Running costs are definitely affordable for small and medium businesses. So implementation cost have to be convenient. Nothing is unaffordable, or excessively expensive. You will be positively surprise of the overall limited budget required for an implementation project. Just to be clear: Pipedrive is great for B2B. If your business is about critical solutions for business with a remarkable value per each deal, then Pipedrive offer the best for you. If you sell bananas,  well maybe you do not need a CRM…

    Our project management pricing

    AGILE Project Management

    • Deliverables evaluation per effort required

    • Deliverable execution within the effort if no roadblocks, redefinition if something require it

    • Effort per time unit in hours

    • Standard hourly rate £125,00

    Software Implementation project

    The difference between project and process:

  • Project is when outcome is possible if everything works fine.
  • Process is when the output is sure if the process doesn’t break.
  • Agile Project management

    First you may benefit of the book on pipedrive