Independent Pipedrive partner services
Tell us what you want your Pipedrive CRM to do
Whether you are planning a new setup or improving an existing account, start with the part of the sales process that needs attention. A clear brief makes the next discussion more useful.
What to include in your project brief
Describe your team size, current CRM or spreadsheets, and the steps in a typical sale. Mention any tools that need to connect and whether you have a target launch date.
List the problems in order of importance. An example record or workflow can help explain the issue, but do not include passwords, access tokens or customer data in an initial enquiry.
What a scoping discussion should resolve
The discussion should identify the work required, the inputs needed from your team and the decisions that remain open. Use that information to agree a proposal with concrete deliverables.
The enquiry form on this version of the website is a preview and does not deliver messages. You can open it to review the information needed for a project enquiry.
Plan the next step for your CRM
Bring your priorities, current tools and the process you want to improve.