Stop hiring for it or digging around the internet for answers. In one focused 90-minute session, we'll tune Pipedrive around how your team actually sells so you can:
Send the right message at the right time — and lift your conversion rates.
Get answers to your burning Pipedrive questions, customized to your team and your sales process.
Stop missing leads, appointments, and sales opportunities.
Maximize Pipedrive to grow your sales and strengthen customer relationships.
We take your real Pipedrive questions and answer them for your business, your team, and your sales process. Sessions often cover topics like these.
Organizations, People, Deals, Pipelines, and detail fields are the foundation of a sales process your reps can follow and you can measure. We'll review your current setup — too many pipelines? not using Organizations? unsure about the Leads Inbox or custom fields? — and shape it so your data works for you for the long term.
Finally build the reports you've been needing. We'll help you spot your best lead sources, top-performing reps, and most popular products, and answer questions like how long it takes to win a deal, who's closing and bringing in the most revenue, and how sales are trending over time.
Pipedrive has loads of features, but not all of them matter for your business. We'll help you prioritize the biggest needle-movers — when to use multiple pipelines and how to define stages, the right email-sync settings, what really happens when you mark a deal won or lost, and how workflow automation can support your reps.
Ops Designed is a certified Pipedrive Gold Partner. The tips, quick wins, and structure we share in a single 90-minute session help you:
Optimize your pipelines, stages, and detail fields, and decide how your company should use Leads, Organizations, People, and Deals — the crucial step to measuring performance down the road.
Learn how to build valuable reports and dashboards — so you can reward your best performers, thank your best referrers, and make decisions with real data.
Put a system in place that's more efficient at turning leads into sales — and that actively supports your reps so more deals reach the finish line.
Before your live session, Liz researches your industry, business model, and sales process, then builds an agenda focused on the features that will save you time, improve reporting, and help you win more business.
Tailored to the priorities you share in advance through a short intake survey. We move as quickly or as slowly as works for you, and you get a video recording afterward for personal refreshers and new-hire training.
We'll walk through whether your business should use Organizations, who should be captured as People, when to create deals, and how and where to store lead data.
How-to guides, videos, and other resources matched to the needs of your individual business.
1–20 person sales teams that:
The session comes in three parts:
A Strategy Session packs a huge amount of value into a fraction of the cost. Beyond the 90 minutes, Liz does pre-work tailored to your team and sends a resource-rich report full of additional recommendations. After the session, you always have the option to book additional time.
You'll receive a calendar invite and a confirmation email with your Zoom link. Then you complete the Pre-Session Intake Assessment (about 15 minutes). Liz reviews your submission and curates your session to make the best use of your 90 minutes — after that, you just join the call at the scheduled time.
Get in touch to book your session. You'll be routed to fill out the intake form so we have everything needed to prepare, and from there we'll put together the most effective (and quickest) plan to scale your business using Pipedrive.
Yes. We currently have a 100% job-success score, and we back every session with a 110% money-back guarantee. If you're unsatisfied and feel your session wasn't worth your time, email [email protected] and we'll make it right.
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