We use a systematic approach of reviewing your business processes and your current Pipedrive implementation to identify strategic and technological areas of improvement for your business . The Pipedrive Audit includes a 1-hour business discovery call followed by a technical audit of your Pipedrive account.
We divide our implementation projects into 2 sprint-like phases: the basic account implementation and the advanced account implementation.
The basic account implementation sprint focuses on clearly defining your sales process and implementing the basic settings in Pipedrive so that your team can start working in the system within a few days.
After the Basic account implementation is complete and approved by the client, we move on to the Advanced Account Implementation, where we work on process automation and application integration. We help define and implement Pipedrive workflow automations, Zapier Automations, and integrations with 3rd party apps.
iSales Solutions offers Pipedrive training in 3 different forms:
1-Hour Live Zoom Training Sessions
Personalized Loom Training Videos
The iSales Solutions Pipedrive Training Course
The zoom training sessions and personalized training videos are typically paired with the implementation projects and cannot be booked without at least having a Paid Consultation first so that we can personalize our training to your Pipedrive instance.