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Pipedrive Consulting
Start in a good way, have your employees trained und supported or improove or existing Pipedrive account. Best Practices from more than 100 Implementations all across all business vertivals will make sure to create a CRM which does not only cover your requirements but will also be accepted by your employees.

PD Experts helps in finding the right CRM and specialised in delivering Consulting Services for Pipedrive. Test 30 days for free and have yourself supported. Trainings and Support will make your switch to a modern CRM very easy. The promise:

Test Pipedrive 30 days for free
and start working after 3 days consulting

Implementing a CRM is always a challenge. No matter if you still work with Outlook and Excel or if you have another CRM in use. PD Experts will support you as Pipedrive-Elite Partner evaluate your requirements, implement and in your daily business. Not only the technical part also considering your existing processes and the skills of your employees.

This is how a Pipedrive implementation works in 3 phases:

Step 1: CRM evaluation

First, you should be largely sure that Pipedrive meets your requirements. You can test yourself (start your 30 days of free trial here) or discuss your requirements (get in touch). Of course we will do this for free. If you want to make 100% sure that Pipedrive is the right choice for you we are offering a Proof of Concept. After that, Pipedrive’s certified consultants will support you in 3 phases:

1st phase (approx. 8 hours)

Setting up the CRM

In the 1st phase, the foundations are laid with one or more key users. We will examine your sales and business processes, create needed custom fields and import existing data. In sessions of 1 to 2 hours, the adjustments are implemented immediately so that you can learn and test right away. Until you are ready for phase 2.

2nd phase (approx. 8 hours):

Training

The 2nd phase is usually actually done in one day. It is used to train employees and implement their feedback right away to ensure a smooth launch. See here for details. Now all CRM users have the necessary skills to start their daily work with Pipedrive.

3rd phase (approx. 8 hours)

Finetuning

All users now theoretically know how to work with Pipedrive. However, questions still arise in practice. Potential improvements are also still being identified. The 3rd phase is for fine tuning. This way it is ensured that all employees will work permanently, efficiently and gladly with your new CRM based on your requirements.

Test Pipedrive

If you want to test, start your free Pipedrive trial here.

30 days trial

Not only 14, but 30 days. Contact us if you need any assistance. Pipedrive just offers chat support, you can also reach your Pipedrive consultants from PD Experts by phone, mail or we meet online.

Pipedrive already in use?

“I’m already working with Pipedrive. Feel like I could get more out of it, though.”

In this case the 3 phases will not meet your needs. Existing Pipedrive customers then order a

Pipedrive Audit for existing accounts

PD Experts consultants will go through point by point with you and uncover opportunities for improvement. We will improve small things immediately, the big issues we will take on a list. Together we will think about what we can do to ensure that your Pipedrive is used properly and efficiently by everyone.

Request audit

Interview with Ümit Uzun from www.charterbar-yachting.de

Consulting, advice and support for Pipedrive at the top level

PD Experts is the only certified Pipedrive Elite Partner in Germany, Austria and Switzerland

With the highest level of certification possible, PD Experts provides its clients with the best possible advice. With over 100 implementations for customers in Germany, Austria, Switzerland, Italy, USA and other countries, the consultants can not only do the right thing for you from a business and technical perspective, but also draw on a wealth of best practices from similar industries and comparable requirements. Training, consulting and support

Furthermore, as a Pipedrive reseller, we are allowed to offer you the payment of your licenses on invoice or SEPA direct debit in addition to Pipedrive’s payment options (credit card and Paypal). For detailed information please have a look here.

Starting procedure

PD-Experts supports you in decision makingas well as implementation, training of employees or key users and provides advice and support for ongoing use. It doesn’t matter whether you start from the beginning or are already working with Pipedrive. Thinking outside the box ensures seamless integration into an existing IT landscape.

The services in detail:

Implementation
Data import from Outlook/Excel or other CRMs
Process description and consulting
Integration description and development
Consulting on third-party system integrations
Support Hotline
Traininigs

Status quo
As a first step, we talk about how you work today and what you would actually like to improve.
Target status
Next, we’ll consider together whether Pipedrive can make it happen at all, and if so, how. And don’t worry: We don’t usually write long specifications or requirement sheets at this point. You’ll have 100s of ideas for improvements during implementation, and we don’t want to have to commit to something you decided on the drawing board without knowing the full facts.
Implementation
Now we are implementing what we discussed. We set everything up and explain it to the key users or to everyone. So that it can be worked with right away.
Training and support
And here comes the most important point: We train your employees and observe whether what we have come up with on the green board is also put into practice. If not, we’ll change it. And if there is still something to do, you and your colleagues know where to find us.

This is how we ensure that you and your team are happy working with Pipedrive for the long term.

And this is what partners say about the cooperation:

For a long time, we were looking for a CRM system for which we no longer had to compromise. With PD Experts we have found the perfect partner. At an outstanding velocity, we were presented with a custom-built system that is now in daily use. The service level was and is always above average, so that even the smallest adjustment screws were tightened for us in a solution-oriented manner.

Ramon MüllerSales Manager–tecis Finanzdienstleistungen AG - Deutschland

We have been working happily with Pipedrive for over a year. But I had the feeling that we could still get more out of it. And so I asked Pipedrive for a contact person in Germany to help us take our work to the next level. For this purpose, Pipedrive Support recommended Amazing Tools, which we invited to a workshop in Hamburg. Our expectations were not disappointed. Despite our IT expertise, this session gave us new impetus not only for Pipedrive, but also for our business processes, which are covered by other software solutions. You can feel the experience and enthusiasm for CRMs in the Pipedrive experts at Amazing Tools.

Daniel WernickeManaging Director–Paltron GmbH - Deutschland

We had to replace our old CRM with a modern one. Amazing Tools’ pragmatic approach and speed of implementation really surprised us. Within a few days we were able to go live, and a short time later the change in daily work was also completed for the employees.

Johann Schad from Avex works with Pipedrive

Johann SchadManaging Director–AVEX Automotive, Deutschland

We have been looking for the right CRM for more than 1 year. The team at PD-Experts gave us expert advice on the final decision and recommended Pipedrive to us. After 2 weeks of preparation and implementation we went live with 2 teams. Now we’re rolling out to the rest of the company with ongoing support from PD-Experts. We like to draw on our CRM consultants’ fundamental understanding of business processes and improve the way we work outside of CRM as well.

Thomas Rybnicek from META Communication liekes to work with Pipedrive

Thomas RybnicekManaging Director–META Communication International, Österreich

Our rapidly expanding team needs a flexible partner who can keep up with our ever-growing CRM requirements. We found it in PD Experts. Using an easy-to-understand tool like Pipedrive is one thing. It also properly use another. Here, best practices and expert advice help us immensely.

Daniel MischlerChief Digital Officer, Pexapark AG, Switzerland

In order to get rid of an old CRM program, external databases, Excel & Co, Pipedrive was introduced at our company a few years ago with ambitious goals but without sustainable training and rolled out across several national companies. The result was a very heterogeneous usage without guideline, which quickly led to a distrust in the own CRM system, the reportings and the possibilities available in Pipedrive, as well as to the emergence of new “Excel islands”.

Thanks to a tip, we met Bernd from Amazing Tools, who helped us discover the features we needed in Pipedrive and integrate them into our workflow. In addition, he helped us a lot regarding the selection, implementation and use of other addons. We appreciate the very pragmatic approachof his work and like to use him as a “sparring partner” in understanding new ideas and approaches to get the most out of our pipedrive.

Martin StolleHead of Sales D-A-CH–Graebert GmbH - Deutschland

We have been using Pipedrive now since 2018 and have been learning the ropes ourselves. We now wanted to get more out and are getting valuable input. I always draw a lot of ideas and perspectives from the conversations!

Matthias WillbergStrategic Sales–Orgadata AG - Deutschland

Feel free to write us here if….

you do not yet know if Pipedrive is the right CRMfor you.
you need help with implementation.
You want to get more out of your existing CRM.
other toolsare to be connected.
data are to be imported.
a Pipedrive consultant should come to visit you
your employees and colleagues need training.
you want to pay your licenses by invoice or SEPA direct debit.
you just want to try out how a Pipedrive Web Form works or have something else to tell us.

What is Pipedrive?Is Pipedrive good?CRM selection?The best CRM?

Never heard of it? Then test it! Simply start here. But if you want to be specific:

Pipedrive is a CRM platform

CRM stands for Customer Relation Management. A software which helps doing the right things at the right time. In it, you collect information such as master records about companies and people you deal with professionally…: A software for your customer relationship management. In addition, the historical history is displayed. So who communicated with whom about what and when. Which offers were issued, which were accepted? And where are we right now in the current sales opportunities?

An alternative to Outlook and Excel

You would be surprised how many even successful companies still work with Outlook and Excel. But what happens if a sales employee falls ill for a longer period of time or leaves the company? Often, the area served must be worked from scratch because existing information is lost. The managing director needs abasis for secured decisions, such as the possible capital expenditure for the next quarter. But to do that, he needs to know what orders to expect in the near future. In other words, a forecast at the push of a button, without having to rely on the availability and willingness of colleagues to provide information.

Only a filled CRM is a good CRM

Any software is as good as the people who use it. And this is where Pipedrive plays its biggest bonus. In 2010, our founders set out to develop a CRM platform that would allow them to visualize their sales processes. Always keeping in mind that in sales you don’t want to maintain data records, you want to get out to the customer. That’s why you always developed Pipedrive on the premise that it should be as easy to use as possible. Only then will people use it properly. Every salesperson must feel an advantage in working with a tool. Only then will he forgo his own sales methods and share “his data” with the company.

Can the Pipedrive?

Good question! Every company finds the software that suits them. Not every company can stomach the transparency of shared data. Some employees perceive reporting functions as a control rather than a self-steering tool. There are said to be people who still claim that the server in the basement, set up by the CEO’s nephew 2 years ago, is more secure than using modern cloud solutions. If you recognize yourself in this, you might want to stick with Outlook and Excel. If you are ready to take your business to a new level with little effort and cost, then you should at least take a look at Pipedrive or let us show you. You will be surprised.

And can Pipedrive do everything?

The answer is simple: No! Pipedrive can NOT do everythiing. Some companies are looking for the jack of all trades as software. Spoiler alert: This doesn’t exist! No tool can send emails as well as project management, data processing, invoicing, time tracking or whatever else you need in your company. Nevertheless, many companies want such a tool. The reason is simple: every new user environment has to be learned by employees, every tool has to be implemented and ultimately used. But in our digital way of working, it is no longer possible to cover all processes on the software side. In addition, your requirements are constantly changing. The company grows, new lines of business are added or you just want to work differently.

The simple answer to the question of whether Pipedrive can do everything is still: NO! But what it is supposed to do, it can do really well.

How do I start the search for the right software?

But which software should I actually use now? You think about what your own core businessis and look for a suitable “leading system“. For a web shop, this would be a good shop system. Manufacturing industry with warehousing is looking for an ERP. Marketing focussed companies go for marketing tool and if sales is the most important area for you, a CRM will fit to your needs. All modern tools have an API – in short: the ability to connect the software to other solutions. And so you have your leading system and simply let it talk to each other with other solutions that you need for your other requirements. Pipedrive already offers many of these integrations as out-of-the-box solutions. You can find them on thePipedrive marketplace and here a selection of good solutions especially for the english-speaking market. The most common solutions are probably Slack (communication), Asana (project management, task distribution), PandaDoc (automatic document creation), CloudTalk or snapADDY (data acquisition, business card reader, trade fair report). If there isn’t a standard integration, the PD Experts developers can make one for you too.

And how do I know which CRM is right for me?

The most important criterion:

How big is my company?

Or to put it another way: how many people should work with it?

Why is this so important: A company with 5,000 employees has completely different requirements in terms of security, usability and process security than a company with 50 employees. The large company must and probably can afford to hire specialists for CRM implementation and maintenance. A small company must and should be able to react quickly and flexibly. If necessary, the manager should be able to add custom fields himself or distribute licenses. Or if an employee leaves, block the access.

Other important criteria:

How many companies are using the tool?

If a tool has very few customers, it is either specialized in a small area or is still very new on the market. Accordingly, it is either quite expensive (the development costs are logically divided among the existing customers) or not very mature. Neither is optimal. If you have standard requirements, you should also use a standard tool. And if your requirements are so different from what the standard tools suggest, then you should question your processes. If many comparable companies work differently than they do, there may be a reason.

How long has it been on the market?

new solutions are often not yet fully developed and still have teething problems. 5 years and more establishment on the market is already good when it comes to complex topics such as customer management. Then you can assume that customer feedback has been incorporated and that companies are happy to work with it.

What was the goal of the development at the beginning of the product?

If the core area of a tool is accounting, for example, the probability is very high that the programmers will set a higher standard for the correctness of master data maintenance. If no VAT number is entered, no invoice can be issued. At first glance, that doesn’t matter to a salesperson. And so a sales tool should probably not be programmed by the programmers of an accounting tool.

Is there any support?

Every B2B software initially requires a familiarization phase. Even if you see an Excel for the first time in your life, you don’t know what to do with it. It is all the more important that you can ask people if you need support. This can now be the software provider himself (for example directly via the Pipedrive Help Center or indirectly via videos or a knowledge base), implementation partner like us, but also other users via Facebook or a community.

Which CRM is best for you totally depends on your needs. But tell us what you want to achieve with it. And we can tell you pretty well whether Pipedrive is an option or not.

But what we already know is that Pipedrive is definitely an

award winning CRM!

! And by none other than software reviews. The jury named Pipedrive the gold medalist with the highest total number of points in its Customer Relationship Management (CRM) Data Quadrant Awards for the year 2019, beating competitors like Salesforce, Zoho, MS Dynamics CRM, Sage, SugarCRM and all others. We congratulate! Or compare Pipedrive with other well-known competitors on Capterra. Here, too, Pipedrive has the best ratings.

Therefore: Simply test it for 30 days for free

by clicking onthis linkand starting your trial version. And if you have already started your test phase, you will find a promo code here. If you still have questions: One word is enough!