What's the secret to a successful CRM implementation?
Implementing a CRM isn’t a mysterious process, but it requires the right approach and the right timing. We guide you at every step. We don’t just configure software. We map your processes, share proven methods and make sure your team actually starts using it.
IMPLEMENTATION & TRAINING
From week 2 you're actively using the system. Full adoption in 4 weeks.
We meet regularly to develop your team step by step. Training can be held in-person at your office, at ours, online, or in a hybrid format where part of the team joins in person and the rest connects remotely. Sessions can be recorded, including screen sharing, camera, and whiteboard notes, so everything is available to review at any time.
Pipedrive Implementation & Training Services
HOW IT WORKS
I
Discovery
Mapping your existing processes through the lens of Pipedrive’s business logic.
II
Proposal
User, data, document, process, and activity structure recommendations Suggestions for improving or restructuring existing workflows Automation recommendations Reporting requirements review Integration proposals Training plan development Plan review and sign-off
III
Setup
Account, user, contact, product, lead, activity, and deal configuration Email and calendar integration Marketing tools setup (website connection, web forms, booking page) Email template setup Bulk email preparation Newsletter sending setup Data migration Automation configuration System integrations with selected tools Individual and team goal setup Report building
IV
Training
Custom training materials prepared for your team 2–3 user training sessions (Sales, Power User, and Manager level) Best practices
V
Follow-up
Participation in follow-up sales meetings and ongoing support Change management
Pipedrive is available in Romanian, with full functionality
New to Pipedrive?
Why work with me?
If your days are completely full, you don’t have the capacity to set up a new software system on your own. We know the feeling. You’re constantly putting out fires, missing follow-ups, and the sales operation never quite runs the way it should. That’s exactly why we exist.