Independent Pipedrive partner services
Pipedrive implementation built around your business
Turn your sales workflow into a practical CRM setup with Altois. Our five-stage implementation covers planning, configuration, migration, training and support.
01. Understand your business
We review your workflow and map the handovers, tools and automation opportunities that will shape your CRM.
02. Configure your Pipedrive account
We configure lead sources, deal stages, activities, templates and custom fields around your sales process.
03. Bring your data into Pipedrive
Move records from spreadsheets or an existing CRM, with checks to support an orderly transition.
04. Train your team
Role-specific walkthroughs help each user learn the features and routines relevant to their work.
05. Support your team after launch
Get help with questions and adjustments as your team settles into the new system.
Connect and improve your workflows
Implementation can include integrations, sales and marketing automation, dashboards and reporting.
Implementation FAQs
What does implementation involve?
Adapting the CRM, connecting systems and organising the sales workflow.
What determines the rollout timeline?
Your requirements and system complexity; agree a schedule after discovery.
What can implementation improve?
Sales coordination, repetitive administration and visibility into performance.
Which parts can be tailored?
Fields, stages, templates and integrations can be adapted to your processes.
Plan the next step for your CRM
Bring your priorities, current tools and the process you want to improve.