The right CRM isn’t just another tool in your tech stack—it’s an invaluable member of your sales team, clinching deals and managing customer relationships with ease. Meet Pipedrive, an industry-leading CRM platform known for its easy-to-use interface and powerful sales pipeline management features. 

But, even with the best tools at your disposal, without the right game plan, you might as well be taking shots in the dark. That’s precisely where Pipedrive consultants step in, ready to become the coaches you need to elevate your sales game.

Whether you’re a sales rookie or a seasoned pro, expert Pipedrive consultants can help you refine your sales processes, turning your maybe-leads into definite-deals, by leveraging their expertise in automation and integrations. 

What is Pipedrive CRM?

Pipedrive CRM is a cloud-based sales and customer relationship management software. 

Pipedrive is all about keeping things simple and making your life easier, so your sales team can focus on what really matters—sealing the deal. With its customizable sales pipelines and detailed reporting and forecasting capabilities, Pipedrive basically grants your team x-ray vision into the sales pipeline. 

Sales teams use Pipedrive to minimize administrative busywork, cutting through the clutter of manual tasks and freeing up more time for the real magic: connecting with clients. Pipedrive lays out every step of your sales pipeline, from the first “hello” the final “closed-won” handshake. By using Pipedrive, you can prioritize deals, keep an eye on your team’s progress, and nail your revenue forecasts with precision, every step of the way.

Pipedrive pros and cons

Pipedrive stands out as a popular CRM for sales teams. However, like any CRM software, it comes with its own set of strengths and weaknesses. 

Here are some pros and cons of Pipedrive to consider:

What is a Pipedrive consultant?

A Pipedrive consultant is a specialized advisor with deep expertise in helping businesses harness the full potential of Pipedrive. They customize your Pipedrive system so that it’s bespoke to your specific business needs, implementing automation and integrations to streamline your workflows. 

A Pipedrive CRM consultant typically:

• Analyzes your company’s sales strategies
• Identifies areas for improvement within your Pipedrive CRM setup
• Sets up advanced automations and integrations to expand the platform’s functionality
• Trains your teams on how to utilize Pipedrive optimally
• Provides ongoing support and strategic advice for using Pipedrive
• Bridges the gap between the platform’s capabilities and your business’ specific goals

Why hire a Pipedrive consultant? 

Imagine a Pipedrive consultant as a CRM superhero, diving in to turbocharge your CRM from a basic call-logging tool into a powerhouse sales growth engine. CRM consulting services can help you unlock advanced features, automations, and integrations, turning Pipedrive into the ultimate sidekick for your business.

Here’s a deeper dive into the benefits of hiring a Pipedrive consultant:

• Maximum CRM potential: Because Pipedrive is so feature-rich, tapping into its full power can seem daunting. Enter the Pipedrive consultant: your guide to custom-fitting this CRM behemoth into your business landscape. Through integrations and customization, they turn your Pipedrive system into a lean, mean, sales-boosting machine. Never let another lead slip through your fingers!
• Automations: Pipedrive’s automations are time savers, but can be time-consuming to set up. Consultants can take care of the difficult part for you, setting up automations for all your manual, repetitive tasks. This frees up your sales team to focus on growing your sales engine—not fiddling with the tech powering it and allowing for human error.
• Training and support: Beyond setup, consultants can dramatically reduce your team’s learning curve with Pipedrive, cutting down the time it takes for your team to hit their stride with the platform. Consultants are available to help boost productivity and serve as trouble-shooters, swiftly resolving any Pipedrive issues to keep your sales engine steadily moving along.
• Strategic sales insights: Consultants can help shine a light on your sales strategy, spotting bottlenecks, proposing tweaks, and advising on best practices. They’re not just tech support; they’re your strategic allies, equipped to propel your sales to new heights. 

How to choose the right Pipedrive consultant

Choosing the right Pipedrive consulting services involves careful consideration. 

Here’s how to find the best Pipedrive consultant for you:

Assess their experience and expertise

When you’re searching for the right consultant, it’s not just looking for someone who checks off all the right boxes. You’re looking for someone whose skills and experience align with your business goals, someone who knows the ins and outs of your industry.

Here’s a list of things to look for in an expert Pipedrive consultant:

• Industry knowledge: The ideal consultant should have a deep understanding of your industry’s nuances so that they can tailor your CRM software to genuinely benefit your business. Look for a consultant who has worked with similar businesses or successfully navigated similar challenges that you’re facing.
• Pipedrive certification: Look for certified Pipedrive Partners; this certification shows that a consultant really knows Pipedrive inside and out. You can verify their certification status directly through Pipedrive’s official directory, or ask for proof of certification.
• Technical skills and specializations: Beyond the basics, some consultants have a bag of special tricks—skills in automation, knack for integrating with other software, or a brain for advanced analytics. These extra specializations are particularly valuable for businesses looking to enhance their CRM with complex workflows or juggling a complex tech stack.
• Years of experience: There’s really no substitute for hands-on experience. Ask consultants how many years of experience they have working with Pipedrive and what kinds of projects they’ve handled. Experienced consultants have encountered and solved a wide range of issues, and are very comfortable with implementation and troubleshooting.

Evaluate past successes

You want a Pipedrive consultant with a history of successful partnerships. It’s not just about their wins, but about matching their victories to the goals you have for your own sales team. 

Here’s how to evaluate consultants based on their track records:

• Review case studies: Look for case studies, glowing reviews, or testimonials that highlight the consultant’s approach. You’re looking for examples and stories that resonate with your own goals and challenges. For instance, if your primary goal is to enhance sales automation, seek out case studies that focus on automating sales processes and impact that those consultants had on business needs. 
• Talk to past clients: Ask if the consultant has any former or current clients who would be willing to speak to you as a reference. You can obtain unfiltered feedback about the consultant’s effectiveness. It’s your chance to ask those burning questions: How did they add value? And how did they help you solve your challenges? 
• Focus on measurable improvements: Numbers can often speak louder than words. Ask for hard stats that showcase improvements in sales efficiency, lead management, conversion rates, or any other metrics that matter to you. The best Pipedrive consultants can demonstrate how their work translated into tangible business outcomes, such as increased sales revenue, reduced sales cycle length, or improved customer satisfaction scores.

Look for clear communication and ongoing support

When selecting a Pipedrive consultant, it’s important to look for someone whose communication style meshes well with yours, someone who is committed to the long haul.

Here’s what to look for when considering Pipedrive consultants: 

• • Initial consultation: First impressions matter. In your initial discussions, they should be able to clearly articulate how they can tailor Pipedrive to meet your business needs. You should get a good sense of how well they would work with you, and feel confident that they’re the one to help level up your sales game. 
  • Regular updates: Opt for a consultant who commits to providing regular updates and check-ins throughout the implementation and integration process. They should treat you as an important stakeholder, keeping you in the loop on progress, asking for your feedback and input, and adjusting strategies as needed.
  • Post-implementation training: After Pipedrive is set up, your consultant shouldn’t just disappear. Great consultants provide comprehensive training to your team, making sure that everyone is proficient in using the CRM. 
  • Troubleshooting: You’re likely to have issues or questions after initial setup; it’s all part of the journey. Your consultant should be on standby, offer ongoing support to address any hiccups, minimizing disruption to your sales activities.

• Periodic reviews: The best CRM consultants are committed to your long-term success long after implementation. Look for someone who checks in regularly to see how everything is going, look for bottlenecks, and re-optimize your systems as needed. It’s about building a lasting relationship that grows with your business.

Examine their pricing and contract terms

Finally, the price has to be right. The cost of consulting for Pipedrive should align with your budget and expectations in order to make financial sense. Additionally, the contract terms should be clearly stipulated and transparent. 

Here’s what you should focus on: 

• Clear breakdown of costs: Expect transparent pricing, with a line-by-line breakdown of all costs, including setup fees, customization and integrations, training sessions, and any ongoing support. You should never encounter unexpected expenses.
• Value for money: Rather than simply opting for the lowest bidder, assess the consultant’s fees against the value they promise to deliver. Take into account their experience, the breadth of services they offer, and the potential return on investment for your Pipedrive CRM setup. The goal is to find a balance where the cost reflects real, tangible benefits for your business.
• Duration: Steer clear of length, binding contracts that lock you in with a consultant for an extended period without an easy out. Opt for a consultant who offers reasonable time frames with the option for extensions based on the results they deliver and your level of satisfaction. 
• Cancellation policy: Understand the cancellation policy, including any notice periods and fees associated. You should retain the flexibility to part ways if the partnership doesn’t meet your expectations.

Power up your Pipedrive setup

Turning Pipedrive from just another tool in your arsenal into the heart of your sales operations requires the right mix of customization, seamless integration, savvy automation, and dedicated ongoing support. That’s where a skilled consultant steps in, transforming Pipedrive into the powerhouse that fuels your sales success.

Now, if you’re ready to supercharge your Pipedrive CRM, Flow Digital is here to help. With Flow Digital, you can tap into our wealth of expertise and harness the full potential of Pipedrive to drive results, enhance productivity, and hit all your sales goals. 

Pipedrive offers a free 14-day trial, but when using our partner link, you’ll upgrade for free to a 30-day trial with free support from our team. Plus, you’ll get the opportunity to join our exclusive Pipedrive community for free.

Take the first step towards maximizing your sales potential with Pipedrive. Reach out to us today for a free onboarding session, and let’s explore how we can power up your Pipedrive setup together.