An inefficient and ineffective CRM
Underperforming sales reps
What’s covered during a Pipedrive working session?
In your session, we’ll take your burning Pipedrive questions and give you answers entirely based on your business. The calls can include topics such as:
The structure of Organizations, People, Deals, Pipelines, and Detail fields is foundational and crucial to creating a sales process…
In our session, we’ll review your existing setup and make changes that will enable you to use your sales data down the road for continual process improvement. For example...
Your CRM is your database and your database fuels your business. We'll make sure you've configured your database for long term success.
We’ll get data flowing such that you can FINALLY create the reports you’ve been needing to know. We'll help you identify your best lead sources, top-performing sales reps, most sought after products and more!
We’ll answer nagging questions like:
Pipedrive has loads of features to help all different types of businesses better manage their sales process. However, not all features apply to every business and it can be difficult to prioritize without an expert guide. We'll help you navigate the features that will serve as the biggest needle-movers for you and your customers!
Among many other things, we’ll answer questions like:
Ops Designed is a certified Pipedrive partner and trusted Pipedrive expert. The tips, tricks, and quick-wins we can share in a single 90-minute working session will help you to:
Optimize your Pipelines, Stages, and Detail Fields, and determine how your company can best use Leads, Organizations, People, and Deals. This is a crucial step to meaningfully measuring your sales performance down the road.
Learn how to create valuable reports. And use these dashboards to reward your best performers, thank your best referrers, and more!
Create a system that is more efficient and effective at converting leads to sales and supporting your sales reps to success.
Ops Designed is owned and operated by Liz Peterson. Liz has been working with Pipedrive since 2017. Her years of experience, coupled with her love of process design and efficiency will cut your Pipedrive learning curve down from weeks to hours.
Liz Peterson, Top Rated on Upwork with a 100% job-success score, will use her extensive knowledge of Pipedrive and how it integrates with other tools to educate you on how Pipedrive can streamline sales, free up your time, and enable you to make informed business decisions.
In addition to a 100% success rate, Liz offers a 110% Money-Back Guarantee, so you can book with confidence.
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.
Liz was incredibly helpful in getting our company started with Pipedrive. She properly assessed our company's CRM needs, and helped us design a pipeline and data structure that made sense for us. From there she gave us a download on all the basic functions in Pipedrive and how they would specifically help us. Overall an awesome experience that helped us onboard our entire team to a new tool that's going to give us great returns.
I spent 90 minutes with Liz walking through our current use and new potential uses for Pipedrive. She was amazing!
Whoa, Liz knows Pipedrive. She's confident, fast, and knows her stuff. I wish we'd used her from the start, rather than making repairs however, the upgrades and updates are under way.
Spending 90 minutes with Liz helped clarify the trajectory of our sales pipeline and helped us determine that investing additional resources will yield a great sales design specific to our needs. Looking forward to doing additional process design work with Liz.
Liz is an excellent resource if you want help learning how to use Pipedrive or if you want to customize it completely to fit your organization's needs! Liz provided very clear and quick explanations to accomplish various tasks in Pipedrive. I HIGHLY recommend Liz if you are wanting to customize Pipedrive or just get more familiar with its basic functions!
This was a thorough and informative experience. I would do this again.
Liz was very knowledgeable and very thorough. She was able to explain things in a way that I could understand and would spend as much or as little time as needed on each topic within the timeframe to make sure I was able to do it myself going forward. Liz was also able to quickly learn what my needs are specifically for my industry, which was something I was worried about.
Liz is an expert! We were very happy with our strategy session and learned so much from Liz! Great experience and looking forward to taking the next steps.
Answered my questions, explained things so I could grasp, went at my pace! Great interaction and great personality.
Liz is great to work with. She helped us get our pipeline reporting setup and the new reporting is already improving our team’s work!
Liz is the greatest. She is very analytical and an expert at process automation in Pipedrive. Responsive and delightful to work with. A++++
Pre-work to understand your business
Prior to your live training, Liz will research YOUR industry, YOUR business model and YOUR unique sales process. Then she'll apply her Pipedrive expertise to create an agenda for your Working Session focusing on features that will save you time, improve reporting, and help you win more business.
90-minute live call
Your 90-minute call will be tailored to your highest priorities which you’ll share in advance via an intake survey. During our call we’ll move as quickly or as slowly as is best for you. Afterwards you’ll receive a video recording of the call which can be used for personal refreshers and new hire training.
PLUS: Personalized recommendation on your Pipedrive data Structure
Ops Designed will walk you through whether your business should be using Organizations, who should be captured as People, when you should be creating deals and what, how, and where you should be storing lead data.
Resource bundle (bonus!)
How-to guides, videos, and other resources catered to the needs of your individual business.
Need more information on whether a Pipedrive Working Session is right for your business?
1-20 person sales teams that:
The Pipedrive Working Session is broken into 3 parts:
By booking a consultation, you’re getting hundreds of hours of value at a fraction of the cost. Beyond the 90-minute consultation, Liz conducts pre-work catered to the needs of your sales team and an up-to-date resource report which is rich in additional recommendations saving you hundreds on consultation hours.
After the Working Session, you'll have the option of booking additional time with Liz.
After booking your working session, you will receive a calendar invite and confirmation email with your Zoom link. You'll then be asked to complete the Pre-Working Session Intake Assessment, which typically takes ~15 minutes.
Liz will review your submission and curate your session content to make the best use of your 90-minutes. Then, all you need to do is join the call at the scheduled time and get ready to have your jaw drop!
Book your Pipedrive Working Session on Calendly here. After booking your session, you’ll be routed to fill out the Intake Form and we’ll have everything needed to prepare for your session. After that, you just leave it to Ops Designed to put together the most effective (and quickest) plan to scale your business using Pipedrive.
Yes! We currently have 100% job success score, but we understand that we may not be a perfect fit for everyone.
We offer a 110% money-back guarantee. If you’re unsatisfied with your working session and feel like you wasted your time, we’ll pay 110% of your money back! Just reach out to email@example.com and we’ll get you sorted out!