Pipedrive implementation is done in three phases:
Phase 1. Strategy. This phase is the key to success, which requires:
- The first thing is that the customer understands the possibilities offered by the tool in his organization.
- Aligning the commercial process with technology
- Align Marketing and Sales to work in a unified way, this is key.
- Define automations to be more agile and let technology do its job
Phase 2. Implementation. It is the technical and data quality part, which requires:
- Initial set up and data upload
- Integrations with pull marketing and business productivity tools
- Maintenance, so that the information is of high quality and the platform can be managed in an agile way.
Phase 3. Adoption. Ensure that the tool is used and understood throughout the organization, especially with Marketing. This requires:
- Initial onboarding taking into account each client’s processes
- Continuous follow-up and support throughout the process of adapting to the change involved in incorporating a new tool.
- Return assessment based on previously established KPIs.
Try Pipedrive for free!
If you want to try Pipedrive 30 days free of charge, enter this promotional code when you create the account: pdp-vilarroig. And to create the account, follow this link. You can also contact us to help you choose or accelerate the use of Pipedrive if you are already using it.
Remember that if you want to learn more and learn about the courses offered by Pipedrive you can access here or follow our blog posts, in which we will tell you more about this amazing tool.
Imanta is a Pipedrive Premier Partner