Let us guide you through your Pipedrive setup discussing key features most relevant to YOUR business. Learn:
In this project we’ll identify the unique steps of your sales cycle and determine where process definition and automation will:
Once we’ve completed your sales process map, we’ll dive into creating your optimized sales state. This includes:
Liz and her team are total pros. I have worked with dozens of contractors over the years and Ops Designed is one of the absolute best! They are very smart, caring, and client solution focussed. Highly, highly recommend.
This is our second time working with Liz to design a new system for our firm. She was able to adapt the Pipedrive CRM to create a customized database for our intake process. She made sense of our chaotic process, designed a streamlined process, and then implemented Pipedrive so that we can easily track relationships and communications. The process manuals and troubleshooting support really went the extra mile, and will make it easy to implement as new members join our team. Liz is incredibly organized, confident in her approach, and delivered everything on time. Working with her was one of the best investments our small company made last year!
The #1 problem businesses face isn't lead generation, it's an inability to methodically capture and convert those leads. Businesses see site traffic, social impressions, and discovery calls, however, without a reliable and automated process there (at best) exists a very wasteful sales pipeline. At worst, there are no new sales at all. ...We had this problem. HAD. Thanks to Liz and her incredible team, we are now able to properly and effortlessly capture, engage, follow-up, and close new business. We can train new hires on the process with the immaculate training documentation Ops Designed created and we're finally able to scale.
Working with Liz was fantastic and we really feel like we got what we paid for on this project. We had previous experience building out our Salesforce platform years ago, so we understood the work it would take going into a new system. Liz is very knowledgeable about what the Pipedrive system can do and dove deep into our business to understand how the system would best work for our needs. We can't wait to work with her again on our next project in a few months.
Liz and the Ops Designed team are outstanding. Liz has a wonderful ability to ask questions that get to the heart of what you're asking for and she's able to explain things in layman's terms so that the programmed backend is easy to understand. I cannot thank Liz and her team enough for the work they did for us. We are a small business with a ton of logistics and the way they have streamlined our processes is beyond our wildest of expectations.
We had the absolute best experience with Ops Designed. CRM systems aren't one size fits all. We knew we needed to automate certain processes but had no idea where to start. Liz takes the time to understand your company, figure out your needs, and then designs a detailed and thoughtful plan for how to automate what you need. I can't recommend Liz enough for people of all industries, her ability to help you know exactly what you need and how to get there was a god send. We couldn't have automated our database without Liz and Olena!! To anyone hesitant about whether mapping is worth it, SIGN UP FOR MAPPING! It was essential to making sure we were paying for the automations we truly needed and nothing extra. This is such a unique product!
I had a phenomenal experience working with Ops Designed. The impact to my business was truly immediate because the tools that I use every day are now functioning at a higher level. In particular, I am able to do sales outreach 2x to 3x faster because of the processes and improvements Liz implemented. Liz was the perfect combination of consultative and directive. She took great care to address my needs and preferences while also offering much needed practical guidance based on her extensive experience.
Liz provided incredible 1-on-1 support and education through our transition from another CRM to Pipedrive. She is extremely experienced and has a wealth of information on the technicals, optimum workflow, automations and pipeline stage creation.
Working with Liz and OpsDesigned was a fantastic and very productive experience. We were worried about doing sales ops consulting and not getting real deliverables that we could start using right away. Liz more than delivered in a very quick timeframe and set our team up for success. Would recommend to anyone who is looking to address their Pipedrive needs.
Within the first 30 seconds of chatting with Liz, I knew we were in great hands. We have a tricky company and needed some creative software built. We were looking to organize internally with some external automations. She was able to map out exactly what we needed and then her and her team built a very custom program - which makes our life much easier!!!!
We had the pleasure of meeting with Liz recently, and I must say that her knowledge and expertise in Pipedrive are deep and truly remarkable. She provided us with invaluable tips and tricks on how to make the most of our CRM solution using best practices and things that are applicable vs advertised. She was able to implement some solutions on the spot, during the meeting without having to look into it or getting back to us. Her knowledge can be tailored to different specific business needs. She took the time to understand our requirements and went above and beyond to ensure that we are maximizing our software and seamlessly integrated into our workflow.
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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