Sales & Workflow
Pipedrive Sales CRM
Set-up & Training
-› HU 🇭🇺
Book Pipedrive Demo
Sales & Workflow
Pipedrive Sales CRM
Set-up & Training
-› HU 🇭🇺
Book Pipedrive Demo

The implementation process is also simple and professional

It takes 3-6 weeks - one meeeting every week - and from the second week onwards you generally start using the system live.

Assessing your needs

Assess your needs, processes and habits at both management and sales level.

Planning

User, data, document, process and activity structure proposal

Recommendations for restructuring and improvement of existing processes

Proposing automations

Clarification of reporting requirements

Recommendations for integration

Setting up a training plan

System set-up

Customize account, user, contact, product, lead, activities and deals

Mail and calendar integration setup

Setting up marketing tools (link to website, Webforms or appointment request interface...)

Data migration

Setting up automations

Connecting the system to selected softwares

Creating reports

Training

Preparation of individual training materials

User trainings for sales, power user and management

Best practices

Follow-up

Visit follow-up sales meetings, support

Change management

Pipedrive Sales CRM
implementation services

To boost your sales team's activity, we provide online customized training and implementation services in the EU and Dubai.

First steps
service

The service is tailored to your needs including:

  • Process mapping through Pipedrive business logic
  • Pipedrive setup according to the customer's needs
  • Creating 3 reports
  • User training (1 session)

Relevant Pipedrive licence: Essential package

Got a question?
Book an online meeting to talk.

Advanced
service

The service is tailored to your needs including:

First steps service +

  • Importing previous CRM or existing data sheets into Pipedrive
  • Email, calendar and contact integration setup, email open and click tracking notifications
  • 3 email templates set up for auto-fill
  • Setting up automation for the 10 most important custom workflows
  • Setting up an appointment request interface to allow customers to request an appointment from you
  • Settin up a video call integration
  • Creating 5 reports
  • User trainings (2 sessions)
  • Follow-up meetings (1 session)

Relevant Pipedrive licence: Advance package

Got a question?
Book an online meeting to talk.

Professional
service

The service is tailored to your needs including:

Advanced service +

  • Offer and contract management system setup (3 document templates and auto-fill set-up)
  • Setting up automation for the 20 most important custom workflows
  • Integration with 2 additional applications with existing Pipedrive API
  • Creating 10 reports
  • Setting up group and individual targets in the reports
  • Follow-up meetings (2 sessions)

Relevant Pipedrive licence: Advanced package or higher

Got a question?
Book an online meeting to talk.

Real-life results and revenue

Sales CRM implementation in the EU and Dubai.

Modell & Hobby's Sales Team

400+ reseller partners

"The system adapts well to the hectic daily lives of colleagues. With the implementation of the system, the focus has been on being in continuous, project-based and scheduled touch with resellers and expanding the partner network. All of these with a task management system that makes it easy for field sales staff and account managers to keep track of their daily tasks. The implementation of the system has not only taught us how to use the system, but also how to administer it so that we can quickly adapt it to our new needs in the future."

Gergely Ori, CEO

Modell & Hobby Ltd., www.modellhobby.hu

CompletDent's Sales Team

Improving the quality of dental tourism and customer relations

CompletDent is one of the leading players in the domestic dental tourism industry. The development was started with the aim to further expanding the German and Austrian markets, and to harmonize the entire sales process into one system. In addition, the enquiries, the travel process and the organization of dental treatments were also implemented in Pipedrive. In addition to state-of-the-art dental technology, the company now also provides professional customer care using Pipedrive CRM.

Zsigmond Gelencser, CEO
White Completdent, www.completdent.de

"It's a very powerful system, as a sales software it's essential for success because most deals can get lost in the follow-up phase."

David Torok

CEO

TDG Real Estate Office

"With the implementation of the system, we have finally put our previously modelled customer acquisition automation into practice. What's more, we can now see exactly where our potential customers are in the customer journey and how we can guide them further. So we've been able to virtually automate both customer acquisition and customer value growth."

Attila Pongor-Juhász

CEO, bestseller author and business mentor

Pongor Group

"I don't know how we were able to work before Pipedrive. We manage somehow, but I see now that it wasn't efficient."

Csaba Baranyi

CEO,

Galamb Tailoring

Why us?

I am Andras Csosz. I have been using Pipedrive on a daily basis for almost 8 years.

I know from my own experience what a great growth potential a good sales CRM software can bring. I found Pipedrive after trying a lot of other softwares.

How has Pipedrive helped me? During my 12-year career as a former Head of Sales, using Pipedrive I built one of Hungary's largest Hungarian-owned accounting and tax consulting firms.

I founded a company to make this powerful sales CRM software available to others. We don't just implement software, as an official Pipedrive Solution Partner, we exploit the potential of sales processes.

We provide Pipedrive implementation services in the EU and Dubai.

Got a question? 
Book an online meeting to talk.

Sales CRM implementation from Hungary

Meet your extended team!

Book an online appointment

or

Contact us by email: hello@salesandworkflow.com