Tailored Pipedrive CRM Implementation & Configuration Solutions
We offer two ways to improve your sales process: a configured package or online sessions with our experts. Our goal is to help you close deals faster. With our packages, design a tailored process with our help. Or choose personalised sessions for the same result. We'll guide you in integrating Pipedrive CRM and maximising sales potential. Unlock the power of Pipedrive CRM for unparalleled sales success.
Implementing Pipedrive CRM
Sign up today for a smooth implementation and onboarding process of Pipedrive CRM. Unlock its full potential to drive sales success and easily optimise your pipeline.
Efficient Onboarding
Pipedrive CRM onboarding offers a streamlined experience that allows businesses to quickly and effortlessly implement the platform into their sales processes. With a user-friendly interface and comprehensive features, Pipedrive CRM ensures a smooth transition for both new and existing users. The step-by-step guidance and support provided during onboarding help businesses set up their accounts, import data, and configure the system according to their specific needs.
User-Friendly Interface
Pipedrive CRM's intuitive interface and clear instructions make it easy for users of all technical backgrounds to navigate the platform and get up and running quickly. The platform provides a variety of resources, including video tutorials and knowledge base articles, to further assist users in familiarising themselves with the features and maximising their potential. This user-centric approach ensures a hassle-free onboarding process and enables businesses to leverage the full capabilities of Pipedrive CRM.
Streamlined Sales Process and Integration
By leveraging Pipedrive CRM's onboarding capabilities, businesses can effectively streamline their sales processes and empower their teams to close more deals. The platform's customisability and robust reporting tools provide valuable insights into sales performance, enabling businesses to identify areas for improvement and make data-driven decisions. Additionally, Pipedrive CRM seamlessly integrates with other essential business tools like email clients and communication platforms, ensuring a cohesive and efficient workflow.
Self-Onboarding
£120 Ex VAT
Our Intro Pipedrive Plan is a hands-off approach to your Pipedrive configuration. We will provide you with a comprehensive demonstration of the system and help steer you in the right direction as you implement it independently. We recommend this plan if you have advanced knowledge of Pipedrive and CRM implementations.
Note: Flowbird will be your dedicated service provider, offering telephone and email support for any technical issues or implementation questions you may have.
-
Your team size is a maximum of three people.
-
Pipeline tracking
-
Activity management
-
Custom Fields
-
Expected go-live time: 1 week
-
Payment Terms: Full payment with Order
Standard
£1,650 Ex VAT
Our Standard Pipedrive Configuration Plan represents 15 hours of onboarding services with our Pipedrive Experts. Kicking off with a thorough business scoping and process mapping session we will walk you through our proven process, providing your business with a blueprint for success.
Note: Each configuration will be tailored to your specific organisational needs.
-
Pipeline tracking
-
Sales Process Mapping
-
Activity Management
-
CRM Best Practice
-
Support from a dedicated Pipedrive configuration expert
-
You have a team of up to 10 people.
-
Expected go-live time: 6 weeks
-
Payment Terms: 50% with Order, 50% 30 days later
Premium
£3,499 Ex VAT
Our Premium Pipedrive Configuration Plan represents 35 hours of onboarding services with our Pipedrive Experts. Designed for larger teams, we will kick off with an in-depth business scoping and process mapping session, gain an excellent understanding of your organisation's needs, and plan how we can transform your processes with this excellent CRM system.
Note: Each configuration will be tailored to your specific organisational needs.
-
Pipeline tracking
-
Sales Process Mapping
-
Activity Management
-
CRM Best Practice
-
Support from a dedicated Pipedrive configuration expert
-
You have a team of up to 10 people.
-
Sales Activity planning
-
Pipedrive Automation Configuration and Training*
-
The multi-step sales process with Lead Management, Deal process, Customer Segmentation, Post sale process
-
Expected go-live time: 6 weeks
-
Payment Terms: 50% with Order, 50% 30 days later
Signature
£4,950 Ex VAT
Our Signature Pipedrive Configuration Plan represents 55 hours of onboarding services with our Pipedrive Experts. Designed for large teams with complex requirements, we will kick start your journey to success with a comprehensive business scoping and process mapping session and create a bespoke solution tailored to your exact needs.
Note: Each configuration will be tailored to your specific organisational needs.
-
Pipeline tracking
-
Sales Process Mapping
-
Activity Management
-
CRM Best Practice
-
Support from a dedicated Pipedrive configuration expert
-
You have a team of greater than 10 people.
-
The multi-step sales process with Lead Management, Deal process, Customer Segmentation, Post sale process
-
Advanced Pipedrive Automation Configuration and Training*
-
Marketing Campaign Overview
-
Expected go-live time: 10 weeks
-
Payment Terms: 40% with Order, 30% 30 days later, and balance 30% before the first training session.
Squeeze More Revenue from Pipedrive - Get a Free CRM Audit
Is your Pipedrive CRM realising its full potential? A free audit from our team of experts will uncover optimisation opportunities you may be missing. We dive deep into your existing Pipedrive implementation and workflows. Through customised assessments and actionable recommendations. Here are some potential results a free Pipedrive CRM audit could uncover for your organisation:
- Prioritise high-value site visitors by automating lead-scoring rules.
- Speed up the sales cycle by streamlining deal workflows.
- Increase average order value by setting up cross-selling workflows.
- Enhance follow-up by integrating email campaigns with Pipedrive.
- Identify which products drive the most revenue by building custom reports.
- Capture sales metrics by adding custom fields in Pipedrive.
- Tailor onboarding and training to increase adoption.
- Recommend app integrations as needed to address feature gaps.
- Provide a roadmap for scaling with future business growth.
Do you prefer a more hands-off approach?
We offer a range of tailored packages for individuals who prefer to set up Pipedrive on their own, but still require assistance and guidance to accelerate the process through personalised one-on-one sessions with our team of Pipedrive experts. Each session is meticulously recorded and transcribed for your convenience and future reference.
Single User
£440 Ex VAT
We recommend a single 4-hour session.
This is recommended for 1 to 5 users and is designed to help you set up and managed your Pipedrive platform. This package is built to serve a straightforward and light Pipedrive implementation. The project contains all the necessary help and advice required for the primary deployment of Pipedrive. Additional sessions can be booked as needed.
Best for:
-
1 User
-
4 hours - online recorded session (recorded & transcribed)
-
Payment Terms: 50% with Order, 50% 30 days later
5 Users
£840 Ex VAT
We recommend two x 4-hour sessions split over a couple of weeks
Best for:
-
5 - 10 Users
-
8 hours - online sessions (recorded & transcribed)
-
Payment Terms: 50% with Order, 50% 30 days later
10 User Plus
£1200 Ex VAT
We recommend three x 4-hour sessions.
For 10-plus users, the requirements are generally more involved. Ideally, multiple sessions will be spread over a 4 - 6 period. We'll help you build the best Pipedrive platform. Not only the practical side but also best practices and strategic advice. User support and training are more comprehensive and achievable in small groups.
Best for:
-
10 Plus Users
-
12 hour - online sessions (recorded and transcribed)
-
Payment Terms: 50% with Order, 50% 30 days later
On-Site Pipedrive Consultancy
£850 Ex VAT per day
The Session
Clients find these dynamic sessions extremely useful and fun, and we mindmap your entire sales process and then align this with your Pipedrive platform.
Our onsite consultancy session will help you map the sales process, pipeline requirements, and data capture needs.
At the end of the session, you can implement these changes yourself or instruct one of Flowbird's Pipedrive experts to make the changes on your behalf.
-
Benchmarketing
-
Strategic Goals
-
Sales Process - Pipelining Mapping
-
Screen Design
-
Payment Terms: 50% with Order, 50% 30 days later
Ad-hoc Training & Support
£110 Ex VAT
One-off hourly sessions are perfect for one-to-one online training sessions.
Our ad-hoc Pipedrive Consultancy is for those who have already implemented Pipedrive and need help and advice to maximise the platform. We can extract the best from the venue by working with a highly experienced CRM, specifically a Pipedrive consultant.
-
Non obligation
-
One-to-one session
-
Recorded
-
Recorded and Transcribed
What is included?
Flowbird implementation scoping
- Discussion to identify your current pain-points
- Training for key employees
- System set-up
- Set KPIs for implementation
- Workflow analysis
Our online sessions
We will help you with the following:
- User set-up
- Data Import
- Set-up of custom fields and workflows
- Email sync
- Set KPIs for implementation
- Workflow analysis
Training
- Training of main users
- On-going support
- Refresher training
- Follow up session after implementation to review
- On-going training on a 3-month basis to look at new features and quality control