After completing Sales Process Mapping, we'll dive into creating your optimized sales state which includes configuring your CRM, building automations, and getting your sales team up to speed.
Configure the Pipedrive CRM for your mapped requirements including setting up your pipelines and stages, custom detail fields and field groups, deal rot, probability, and more
Build all of the mapped automations and create your Sales Process Playbook, complete with demo videos and step-by-step automation and process descriptions
Conduct Pipedrive trainings to ensure your Sales team knows how to work in the system efficiently and Management has access to key performance metrics.
We'll set up your Pipelines, Stages, Custom Fields, Field Groups, and Lost Reasons. We'll also configure features such as Deal Rot and Probability, optimize your Add Deal window, and ensure users are informed on key features such as Interface Preferences customizations, Activity view optimizations, and email sync settings.
We'll build each and every automation defined in your Sales Process Map, document it in your Automation Documentation sheet, and conduct rigorous QA to ensure each automation works exactly as it should, doesn't trigger when it shouldn't, and isn't in conflict with any other automation in play.
At the end of the build you'll have dozens of automations running. In this sheet we list out every automation that's built, describe exactly what it does, and identify the platform where it's built. That way, when you want to change the time delay on a specific automation from two days to three, your build isn't a Black Box and you can confidently make that change on your own.
This is the Playbook that holds all of your processes and automations together like glue. Within it every process, automation, setup configuration, and FAQ is documented, many with a few-minute demo video. This document becomes the source of truth for your existing team and is a one-stop-shop for onboarding future sales team members.
Videos are great. Playbooks are great. A working system is great. But nothing beats live demos, working sessions, and Q&A, so your implementation will include those as well. Whether your team needs 1 training or 10, our goal is to make sure you have a successful rollout, so we'll spend as much time as necessary in small group and 1:1 trainings.