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Pipedrive Implementation

Setup by Dáváme

Proper setup is a key part of making the most of Pipedrive. We’ll help you with each step of the process.

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Process Optimization

With over a decade of experience, we’ll help you set things up and suggest improvements to your current processes – so you can close more deals.

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Time Saving

Setting up Pipedrive takes just a few days. You’ll have instant access to data about your salespeople and deals.

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Fewer Errors

With the right setup, we eliminate mistakes and make sure your salespeople don’t miss any part of the sales process.

Setup Steps

What to expect when setting up Pipedrive with Dáváme?

Setup
Setup

We will configure Pipedrive according to the needs of your business and sales team.

Migration
Migration

We will help you transfer data from your current solution.

Onboarding
Onboarding

We will ensure that every Pipedrive user knows how to work with the CRM.

Setup

As part of the setup, we take your current processes into account. We will configure your sales dashboard, CRM fields, activity types, and reasons for lost deals. We can also assist with setting up a proposal, contract, and invoice generator. Basic automation can be included to speed up the handling of new leads.

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Migration

We can upload data from your current system into Pipedrive CRM. The data will be cleansed of duplicates and imported into your sales system. We have experience migrating data from the most common CRM systems on the Czech market, such as Raynet, Salesforce, and HubSpot. We can also handle large datasets with hundreds of thousands or even millions of records.

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Onboarding

As part of the Pipedrive implementation, we provide a full onboarding experience. Our experts will not only help you get started but also assist with ongoing optimization and improvements as you discover new possibilities.

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Packages Pricing for Setup

Top offer

Basic

from 800 EUR
  • User permissions for different groups
  • Language settings
  • Configuration of sales dashboards
  • Custom field setup (required information for contacts)
I'm interested
Top offer

Advanced

from 2400 EUR
  • Includes everything in the Basic package, plus:
  • Customization of fields and panels visible in deals
  • Setup of reports, dashboards, goals, and overviews
  • Configuration of basic workflow automation for efficiency
I'm interested

References

Jana Ducháčková
Jana Ducháčková Head of Customer Service, Nobilis Tilia

“Dáváme helped us implement CRM into our systems. They listened to all our requirements and executed them using external services. Before the full launch, they trained everyone working with the CRM, and they continue to be there for us whenever we need support.”

Jakub Salát
Jakub Salát Marketing Manager, Prochazka & Partners

"Together with Dáváme, we migrated from Salesforce to Pipedrive and set up all processes and automations for our sales, business development, and marketing teams. Now, we have a robust system integrating a variety of third-party tools, giving us a clear overview in one place. This allows us to better understand our clients' needs."

Try Pipedrive with Our Help

Leverage our expertise in setting up Pipedrive. No need to spend hours figuring it out—we’ll guide you, configure everything, provide training, and ensure you start closing deals as soon as possible.

Shoptet
Rohlig
Profesia
Fortuna
Royaldent
Cleverfarm

FAQ

Interested in a custom solution?

We’ll get in touch with you, review your processes, and show you how successful companies do things. If you're interested, we'll guide you through the next steps and help you with the entire process of your digital transformation.

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