IMPLEMENTATION Pipedrive

An easy-to-use system developed by the salespeople for salespeople and requiring little effort for implementation and learning processes
Pipedrive CRM
This is a classic system designed for sales management. When creating this CRM, user convenience was taken into account first of all, which is why it is so widely used by companies around the world. This is a versatile and reliable software that allows you to group all the necessary information, manage it and automate it.

FEATURES
FOR BUSINESS

Sales management software
Work with transactions in the familiar KANBAN format, set up automatic tasks, reminders, integrations with other systems
Program for e-mail marketing
Attract New Customers and Retain Existing Customers with Email Marketing Tools
Facebook integration
Chat with customers on Facebook without logging out. Automatically link a Facebook contact to a customer in your system
Lead Generation Program
Generate even more effective leads, segment and classify them to create personalized communication
Web visitor tracker
See who visits your site, find out what visitors want and analyze their performance
Workflow program
Optimize the process of working with documentation by creating and filling out documents automatically from the CRM system. Make transactions with a digital signature

THE SYSTEM WORKS
BEST FOR

FOR SMALL AND MEDIUM BUSINESS
working in the service sector with medium and long cycle sales
STARTUPS
who need to simply and quickly start selling, without having clear structured business processes
FOR LARGE ENTERPRISES
who need a CRM system that is convenient and understandable to a large number of employees and partners
FOR SMALL PRODUCT AND SERVICE IT COMPANIES
who have a long sales cycle using lead nurturing technologies
FOR NON-PROFIT ORGANIZATIONS
with complex and specific management processes that need to structure their activities
FOR HIGHLY SPECIALIZED COMPANIES
with repetitive tasks to automate them

Achievements and awards

customers
apps
The 2022 Capterra Shortlist
Software Advice 2022
Top Ranked Solution 2022
Leader Enterprise 2022
Software Advice 2022
Leader Small Business 2022

solutions for business from CRMiUM

Platform selection
We help to select a CRM / ERP / HRM platform for those who are not versed in the IT solutions market and are afraid of making a mistake
What is included:
  • We conduct interviews, clarify areas of concern and tasks
  • We clarify the features of your business processes
  • We analyze the collected information
  • We provide reasonable recommendations for using Pipedrive or another CRM/ ERP / HRM platforms if it is more suitable
  • We demonstrate the live operation of the systems that you are interested in
Pipedrive Audit
We find growth points for improving the business processes of those who already use CRM
What is included:
  • We conduct an audit of your business processes
  • We analyze the quality of your CRM settings
  • We recommend improvements to your CRM that will increase efficiency
  • We give recommendations on business processes, the platform, and solving current problems
  • We go beyond the CRM system, we give recommendations on the automation of your business in general
Preparing processes for automation
For companies that have a "mess" in their processes and there is a risk of getting automated chaos
What is included:
  • We analyze the current processes
  • We identify non-optimal processes: duplication, "bottlenecks", slow stages, unnecessary documents and reports
  • We make recommendations for process optimization
  • We describe the processes for subsequent automation
  • We generate a set of KPIs for monitoring each process
  • We model reports and dashboards for process analysis
Turnkey Pipedrive implementation
For those who want to delegate the implementation to professionals and get a working CRM system
What is included:
  • We divide the system setup into sprints (1-2 weeks)
  • We set up Pipedrive and integration with other systems
  • Each sprint we demonstrate an intermediate result, make adjustments based on feedback
  • We conduct user training and record video instructions for working with Pipedrive
  • We load the primary data for working in the system
  • We support the launch - we work with the objections of employees, make adjustments, advise
Support and development of Pipedrive
For companies that want to constantly improve their processes
What is included:
  • We assign a professional team of integrators to your CRM that specializes in implementing Pipedrive
  • We respond quickly to any request, as well as make suggestions for improving your CRM system ourselves
  • We constantly refine and optimize CRM so that your business gets the maximum benefit from the system
  • We monitor the new products of Pipedrive and implement them if necessary
  • We conduct additional training and update the instructions
  • We periodically conduct a full audit of the system, remove old unclaimed processes and recommend the introduction of new functions
Outsourcing Pipedrive Administrator
Assistance those companies that have already implemented Pipedrive and want the system to have perfect order and reliable analytics
What is included:
  • We select a CRM administrator for your company
  • We train the administrator in all the subtleties of setting up Pipedrive
  • Administrator:
    - monitors the quality of the CRM system management by employees
    - prepares reports from CRM, builds dashboards, extracts any information from CRM on request
    - adds and disables users, distributes access rights
    - advises employees on working in CRM, trains new ones
    - does many other benefits for the CRM system
  • The administrator has access to all the training programs of CRMiUM and to the consultations of highly qualified experts that specialize on Pipedrive, due to this, he or she is constantly developing and has up-to-date knowledge

main
stages of work

on the implementation of
Pipedrive

Business audit
We analyze the company's business processes, give recommendations on setting up CRM and automating the business entirely
Setting
We set up a CRM system, interface and, if necessary, additional applications in stages
Integration
We implement CRM, integrating it with other systems, and upload the data necessary for work
Education
We train users to work in CRM, record ready-made videos and conduct consultations
Maintenance
We fully accompany you at all stages of implementation, with subsequent technical support and process optimization

Our customers
are satisfied

-- / --
CRMiUM are business automation monsters!
The best of all I know. They have two main advantages: the ability to quickly produce results and the best Zoho CRM platform. I have repeatedly recommended the guys to other entrepreneurs and received only gratitude in return. And they also make super-dashboards by which I control the situation in the sales department faster!
Andriy Pivovarov
Co-Founder "Соль", "GoIT", "GoITeens"
Well done guys! Working with them is a pleasure!
Clear, attentive, pleasant. And I'm not even talking about the quality of the solution they provide. I studied the existing offers on the market for a long time before giving my preference to someone. I chose them and have no regrets. Thank you for your work! I recommend to all!
Olga Yarkho
Founder of event agency "Mmedia"
I recommend an excellent team of integrators
For high-quality interaction and very fast communication always. We implemented and set up Zoho Analytics and Zoho People for several countries. What I like most about the interaction is that they don’t let me make a mistake in the requirements and always tell me where and why something won’t work, and how it needs to be done to make it work.
Egor Kilimnyuk
People Operations Specialist in "the Guide"
Thanks to CRMiUM company for help
Although Innovecs is not a simple client, with a huge number of interconnected and constantly changing processes, the CRMium team is always ready to listen to the most daring ideas, suggest a technical solution and bring it to implementation. Our joint brainstorms bring great pleasure!
Nataliya Zub
Head of Manufacturing, Supply Chain & Logistics in Innovecs
One of the most positive experiences of interaction with a Ukrainian company
I worked with Crmium on a small but very specific project that I couldn't figure out on my own and so other companies. In addition to deep professional expertise, I can note a clear and responsive client service. If there are still questions about Zoho, then I will definitely not waste time - I will immediately turn to Crmium.
Oleksandr Zdrok
Head of the IT Academy in "Fozzy Group"
Professionalism, maximum support and human approach!
The guys listened in detail to all the comments and wishes, proposed solutions according to the budget and implemented the CPM setup in the shortest possible time, even faster than we expected. I want to note the professionalism and flexibility of the approach. Your wishes, as a simple client, will be listened to, understood and implemented!
Ihor Sandik
Coach in "Power of Sales"

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