Systems

Special Offer for Attendees of The Empower and Elevate Conference

Initial Consultation (1 hour) – Understand client goals, key CRM needs, and pipeline structure.
Account Setup – Create a Pipedrive account or organize an existing one, including basic user permissions.
Pipeline Design & Setup – Set up 1-2 sales pipelines with basic stages that align with the client’s sales process.
Custom Field Setup – Create up to 5 custom fields to capture essential client data.
Basic Deal and Contact Management – Import and organize current deals and contacts into Pipedrive (up to 500 records).
Introductory Training Session (1 hour) – Overview of basic Pipedrive features and usage tips.
Email Support – 1 month of email support for minor troubleshooting and questions.

In-Depth Discovery & Strategy Session (2 hours) – Deep dive into sales workflows, client goals, and key metrics to ensure Pipedrive is tailored to their needs.
Advanced Pipeline & Workflow Setup – Design and set up up to 3 custom sales pipelines, including advanced deal stages.
Comprehensive Custom Field Setup – Create up to 15 custom fields, ensuring data capture is optimized for insights.
Automations – Set up up to 5 automations (e.g., lead assignments, task reminders, follow-up sequences).
Data Import & Clean-Up – Import, clean, and organize up to 2,000 records, including deduplication and data mapping.
Reporting & Dashboards – Create 3 customized reports and dashboards to track sales progress and performance metrics.
Training & Q&A Session (2 hours) – Hands-on training session, plus Q&A, focusing on pipeline management and best practices.
Phone & Email Support – 2 months of support for troubleshooting, usage questions, and minor adjustments.

Comprehensive Needs Assessment & Strategy Workshop (3 hours) – Full strategic workshop with the client and key stakeholders to map out workflows, pain points, and ideal CRM setup.
Multi-Pipeline Design & Customization – Build up to 5 detailed pipelines tailored to different sales processes or niches.
Full Custom Field Setup & Data Architecture – Unlimited custom fields and data architecture to match complex needs, with advanced fields and relationship mapping.
Advanced Automations & Integrations – Set up up to 10 automations, including integration with email, project management, and marketing tools (like Mailchimp)
Data Import, Clean-Up & Enrichment – Import and optimize up to 5,000 records, including deduplication, data mapping, and enrichment (adding missing data fields as needed).
In-Depth Reporting & Analytics – Design and implement up to 5 custom dashboards and reports, with advanced metrics tailored to the client’s goals.
User Roles & Permissions Configuration – Detailed setup of user roles, permissions, and team visibility.
Full Training Program – Up to 4 hours of training, including live demonstrations, recorded sessions, and a Q&A workshop for ongoing questions.
Dedicated Support – 4 month of dedicated support, including phone, email, and priority troubleshooting, with 2 included follow-up sessions for ongoing adjustments.