Pipedrive Quickstart Customization Packages for Import2 Customers
You've found Pipedrive, and imported your customer data. Now it's time to get the full value of Pipedrive. We can save you tons of time and money by helping you set up and customize Pipedrive the right way the first time. Guaranteed.
We've created the Pipedrive Quickstart Package exclusively for Import2 customers. The Quickstart Package is designed for Pipedrive teams of any size, and is focused on getting you and your team up and running as quickly and painlessly as possible.
Pipedrive Package Details and Pricing:
Pipedrive + Import2 - QuickStart Package
The Pipedrive QuickStart Package is designed to get you started with Pipedrive the right way the first time. In most cases, you'll be up and running within the first few days, depending on your team's availability. We guarantee that this package will save you tons of time, money and frustration in setting up and learning Pipedrive, or we'll refund your money.
Pipedrive is super simple and intuitive to use once configured correctly, but there are a lot of under the hood settings and configurations that can potentially waste hours of your time, and worse, cause chaos when used by multiple team members.
The QuickStart Package will ensure that your system is set up according to best practices, and that everyone on your team will be standardized on how the system is used. Once the basic system is configured, we can easily add more advanced features and integrations with other software.
The Quickstart Package includes:
- Creating and optimizing up to 3 custom pipelines (for tracking leads, customers, vendors and partners)
- Customization of individual deal stages, including forecasting, activity goals and deal rotting
- Creation and standardization of custom fields for contacts, organizations, deals and activities
- Setup and integration of your email and calendar for each Pipedrive user (Up to 5 users included)
- 2-way email sync (if on the Gold plan)
- Onboarding and basic training of up to 5 team members
- Integration with your Slack team if needed
- Configuration of notifications and permissions
- Creation and customization of one web-to-lead form (can be embedded in almost any website)
- Mobile app setup on IOS or Android devices
- 100% money back satisfaction guarantee
(or click the blue icon at the bottom right to chat if you have any questions)
pipedrive Import2 - advanced add ons
Once you're up and running on your new Pipedrive system, there are tons of super useful add-ons, customizations and automations that can be done, including:
- Zapier integrations and automations
- PieSync realtime 2-way sync with other software apps
- Call center integration
- Web chat and automated web bots (including Drift and Intercom)
- Email marketing automation
- Integration with Asana and other project management systems
- Help desk and support software
- Many others ......