PIPEDRIVE CONSULTING

Want to get more out of Pipedrive? Get help with sales optimisation, automation, integrations and reporting.


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Please note these meetings are for potential new clients only. I respectfully ask you do not book unless you have an intent to explore my services.

WANT TO GET MORE OUT OF PIPEDRIVE?

Here's the #1 thing people tell me about Pipedrive: "I've set up Pipedrive but don't really know if I'm doing it right. I know it can do a lot more but don't have the time to figure it all out on my own." When you work with me, I'll help you to:

1) Optimise your sales process: We start by setting up or optimising your sales pipeline to make sure deals are well organised and easy to manage.

2) Maximise usage: We'll explore key features that you've missed and talk about best practices that will help you to get more out of Pipedrive on a daily basis.

3) Automate processes: Building templates, automating tasks, email and integrating with 3rd party tools will save you and your team massive amounts of time and ensure no lead falls through the cracks.

2) Improve team adoption: You don't want your teams use of Pipedrive to slowly fizzle out. Training will help your team avoid common mistakes, follow best practices and get close more deals!

Allan Nolan

Before we hired Paul, our administrative workflow was very inefficient and we had difficulty keeping track of our internal and client communications. He worked very closely with us to learn our day to day challenges. Paul engineered a modern workflow for our entire company and the results were fantastic! Our overall administration is now extremely efficient and our staff and clients noticed an immediate difference. We were very pleased with Paul’s solutions and his service levels and would highly recommend him to any company.

Allan Nolan Safety First Training

CONSULTING OPTIONS

I work with clients in a couple of ways:

One-time coaching

Book a one-time Pipedrive workshop and training session. Get help with account set up, optimisation, best practices, team training and adoption. Options from $447 to $997. Great for smaller teams who need a few hours of support.


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Custom consulting

Great if you need a strategic plan for using Pipedrive and more support with account optimisation, automation and 3rd party integrations. Custom consulting ranges from $3,000 - $7,500. Great for teams who want to fully utilise Pipedrive.


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GET AN EXTENDED TRIAL OF PIPEDRIVE

New to Pipedrive? Sign up using my partner affiliate link to get a free 45-day trial (normally 15 days)!

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ASK ME ABOUT THE FOLLOWING PIPEDRIVE INTEGRATIONS:

WHY WORK WITH ME?

I AM AN APPROVED “PIPEDRIVE IMPLEMENTATION PARTNER” and have worked directly with Pipedrive to identify the best methods of implementing change to ensure the tool is successfully adopted.

WORK WITH THE “PIPEDRIVE GUY”. I’ve produced hundreds of blog posts, podcasts and videos on productivity, Pipedrive and getting more out of your tools. My videos have been viewed over 1 million times. My website now receives over 100,000 sessions per month and I have over 40,000 subscribers on my email list.

AVOID COSTLY MISTAKES. While some people like to “go it alone” first, I usually find new users don’t know what they don’t know and fall into bad habits very quickly. During our time together I can help point costly mistakes to avoid that you’ll likely miss on your own. Ultimately you’ll save time by working with me as I can fast track your learning.

HIGHLY EFFICIENT. I’ve worked with over 150 clients over the last 3 years and have customised Pipedrive for many different types of use case and industry. I pride myself on excellent communication and being able to deliver impactful results in an efficient manner.

PROACTIVE RECOMMENDATIONS. You don’t know what you don’t know. But will be able to suggest features and integrations that you haven’t thought of.

SOLO CONSULTANT. I’m not part of an agency. I work with a limited number of clients to ensure I can deliver high value support to each and every one. Once we begin a project, you can book calls with me in advance at your convenience to ensure you have regular access to me. And because Pipedrive don’t have a phone number, you can call me any time to get your technical questions answered (guaranteed 2-hour response time within PST office hours).

LISTEN TO WHAT MICHAEL HAD TO SAY ABOUT WORKING WITH ME:

DOES THIS SOUND LIKE YOU?

I’m not sure how best to setup my pipeline and use Pipedrive. If you’re new to Pipeline, working out how to structure your pipeline in the most effective way, can be a real challenge. Often people end up with too many stages in a pipeline or they're not sure about which stage a client or deal fits into.

pipedrive-salesI need help integrating Pipedrive with other tools. Fitting Pipedrive into your existing processes can be confusing. How does it work with email? What about storing files and task management? I'll show you exactly where Pipedrive should fit into your existing sales process.

I’m using Pipedrive and want to increase my sales. Pipedrive is way more than just sales CRM tool. I'll show you have to extract useful information from the sales data so you can become a more effective sales team.

Working with Paul was the perfect solution for the small business I work for. He was pleasant, expertly educated on Pipedrive, able to answer any and all questions we asked, gave best practice tips. Overall he made it a seamless and truly enjoyable experience helping us with our project.

Gianna, The Doyle Group

GROWING YOUR BUSINESS WITH PIPEDRIVE

As a user of Pipedrive, I can tell you that there's no better tool for managing your sales CRM process and guiding prospects through the sales journey to the close.

Pipedrive is the perfect tool for managing your sales process:

  • pipedrive-laptopOrganise your sales CRM process and close sales faster by guiding prospects through the sales process.
  • Easily forecast future sales performance so you can take action before your client base gets too thin.
  • Measure company and individual sales progress. Learn where sales come from and what activities lead to the close.
  • Never miss that essential call or important follow-up (prospects never have to go cold again).
  • Create accountability and empower your team. Set individual sales goals right inside Pipedrive.

Pipedrive makes it easy to keep track of what stage your prospects are at, which emails they've received and how many points of contact they've had with your company. With a wealth of data at your finger tips, you'll be able to see how many calls, emails and the length of time it typically takes to close a sale. Empower your team with Pipedrive so you can optimise your sales process and grow your revenue!

Paul was responsive and solved problems and made changes on the run. He moves quickly and knows what he is doing. Highly recommended!

Anthony Price, Arrow Human Capital

PIPEDRIVE CONSULTING THAT SAVES YOU TIME, SO YOU CAN FOCUS ON SALES

When you work with me, you get to work with someone who’s flexible and will adapt to your requirements. We can start by reviewing your pipeline setup to see how you’re already using Pipedrive. We can then go through the process of structuring your account so everything is well organised and your team can focus on closing the sale.

How I can help you with Pipedrive:

  • Initial account setup and pipeline organisation (I'll help you to find the best way to structure your sales process).
  • Staff training of Pipedrive best practices (I can even provide you with custom training videos for new employees).
  • Integration with other tools and services (we'll make sure Pipedrive aligns with how your team is already working).
  • Ongoing Pipedrive support and account refinement (so you never have to feel lost or limited by Pipedrive).

Start by applying for consulting support. I will then invite you to connect on an introductory call. On the call, I can learn more about your requirements, you can meet me and we can work out whether we’re a good fit for one another. I'll then send you a no-obligation proposal that addresses the specific problems and objectives that you'd like to work on.

Who am I?

My name is Paul Minors. I've been using Pipedrive since 2015 and think it's one of the best tools you can use to manage your clients and lead them towards a sale. Whether you're a solo operator, part of a small team or leading an army of salesman, Pipedrive is the perfect tool managing your sales process. I've worked with a number of clients to help them get more out of Pipedrive and grow their sales. My goal is to help you to master your tools so that you can spend less time worrying about the work, and more time closing sales and growing your business.

productivityist   Evernote Logo V5     Lifehack Logo V5     Swipes Logo V5    Buffer Logo V2

FREQUENTYLY QUESTIONS

Q: How long does it take to set up Pipedrive?

This depends on the type of engagement we agree on. Smaller clients may only need help with account set up and optimisation which usually takes 2-4 weeks. Larger teams that require additional training, automation and integration with other tools may need closer to 2 to 3 months. As it takes a while for any team to adopt a new tool, I also offer long-term support options.

Q: What types of clients do you work with?

To date I've worked with 100+ clients from many different industries. Pipedrive is commonly used in client-facing businesses like retail and professional service industries. I've also worked with clients that do all sorts of weird and wonderful things. Whatever you do, I am confident I can offer creative solutions to your business.

Q: Do you keep my data private?

Often I'm required to login to your internet accounts and with your permission I store these passwords in my 1Password account. It goes without saying that I will keep your businesses data 100% private. I am also happy to sign an NDA if provided.

 

Q: What do you charge?

I offer various packages ranging from smaller set up and opitmisation projects to packages that include team training, automation and integration work. My packages range from $2,500 - $7,500 (this is just a ballpark, not an official quote and prices are suseptible to change). I do not charge an hourly rate, meaning you don't have to worry about cost every time we need to talk.

My pricing is designed in a way that I can deliver the maximum ROI to clients (some clients have cited earning over $200k/year more after using Pipedrive more effectively). By being selective with my clients I ensure that everyone I work with receives a world-class service.

Q: What if I can't afford your consulting service?

If my custom consulting isn't within your budget, you can book a 90-minute Pipedrive workshop and one-off training session for your team. This option is great for small teams on a budget.