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Consultation

Pipedrive consultation

Are you already using Pipedrive CRM? In our experience, most companies do not use the potential of this global system. We'll walk you through your setup, showing you features you may not have known about. If you're already paying for a CRM, it's best to make the most of it.

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Most often we consult

For companies, we help them to use Pipedrive CRM to the maximum.

Settings

We will check that all fields are set correctly. We will show you how to control permissions or data visibility. We will improve your reports.

Marketing

Pipedrive is not just a business CRM. This tool also has advanced marketing features that your marketing department can use.

Streamlining sales

Salespeople who previously used other CRMs use Pipedrive in a similar way. Often there is more efficient usage and therefore faster deal closing.

Automation

We can replace dozens of hours of trader work with basic and more advanced automation. Whether it's handling new enquiries, moving deals between phases, calculating prices and discounts or checking the data entered.

Advanced reporting

Everyone requires reporting, but few use it. We will set up reporting with you so that every morning you have an overview of what happened yesterday. Follow real data, not feelings.

Types of consultations

Each firm has different preferences for consultation. We try to accommodate. Most often we offer the following two types of consultations.

Workshop
1:1

Reference

Jana Ducháčková
Jana Ducháčková Customer Service Manager, Nobilis Tilia

"We've been helped to implement CRM into our systems. They listened to all our requirements and implemented them using external services. They trained everyone who works with the CRM before the full rollout and continue to be on hand."

Jakub Salad
Jakub Salad Marketing Manager, Prochazka & Partners

"We migrated from Salesforce to Pipedrive together with Dáváme and set up all the processes and automation for the sales, business development and marketing teams. We now have a robust system that connects a range of third party tools and everything is clearly visible in one place. This gives us a better understanding of our clients' needs."

Interested in a consultation?

Take advantage of our experience in setting up Pipedrive. You don't have to spend hours trying. We'll show you Pipedrive, set it up, train you and make sure you start closing new business as soon as possible.

Shoptet
Rohlig
Profesia
Fortuna
Royaldent
Cleverfarm

FAQ

We prefer a personal consultation, is that possible?

We would be happy to meet you in person at your company. This way we can involve all department representatives who work with Pipedrive. It gives us a realistic idea of how people work with it and we are able to deliver a quality output.

What are the differences between the different Pipedrive plans? Should we upgrade?

We know Pipedrive in great detail. We can evaluate whether you have the right plan selected or need to upgrade to a plan that provides features you'll use in your business.

We would like to do more marketing within Pipedrive - how to do it?

All contacts are stored in the CRM, which is often used by the marketing department. We'll show you the best ways to use it and teach you how to work with Pipedrive's marketing features.

Do you have any tips and tricks about Pipedrive?

We will help you with how many phases to have in the trading board, what reasons to choose for losing, how to end trading opportunities. We will also show you how to detect unfair practices of traders or give tips for more productive trading meetings.

Read our blog

Interested in a custom solution?

We'll connect with you, walk you through your processes and tell you how successful companies do things. If you're interested, we'll show you how to proceed and help you with your entire digital transformation process.

Contact us
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Tomas Wiesner CEO | Dáváme s.r.o.
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