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Download a complete guide to setting up and integrating your CRM

Learn how to connect database, build email templates, integrate external analytics, sync lead sources and run marketing automation.

What will you learn?

In this e-book you will learn how to build your CRM to match the precise needs of your organization.

Database upload

Email templates

External analytics

Lead sources

Marketing integration

The content that will help you build a completely custom CRM matching your company's and business needs

Written by us and our certified CRM experts.

Chapter 1. CRM software
Chapter 2. Selected elements of CRM configuration
Chapter 3. CRM optimization
Chapter 4. CRM sales process building
Chapter 5. CRM analytics
Chapter 6. CRM integrations

Access verified and highly-skilled talent

Jan Solecki

Pipedrive & Zapier Expert

worked with Monterail

I'm a PipeDrive & Zapier enthusiast​,​ I've successfully implemented PipeDrive at the companies I've worked for as a Sales Rep. This includes First was a SaaS start-up with a mobile event app (~15 ppl. team) and a software development agency (~100 ppl. team).

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Aleksander Dytko

Pipedrive & Zapier Expert

worked with Usability LAB

On a daily basis I'm working at a sales department and administrating all variety of Sales and integration tools. Connecting apps and automating workflows. I have implemented Pipedrive for a large edtech company.

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Danny Nissani

Zoho Expert/Developer

worked with Soltius

I am the founder 2 Zoho Consulting Business operating in New Zeland​,​ Australia and Israel with overall 15 employees with accumulated Zoho experience of over 50 years.

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Ben Hinkley

Zoho Partner

worked with Ardento

I have worked with Zoho as a Partner for over 3 years and have implemented Zoho for 100+ different Service Based businesses.

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Ben Fuller

Pipedrive expert

worked with PayrollPanda

The only Pipedrive CRM Elite-Level partner in the Asia-Pacific region with specializations in real estate​,​ business broking and B2B businesses.

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Paul Sullivan

HubSpot Expert

worked with Gold Ventures Investment

With over 20 years of experience in automation​,​ marketing and sales. A HubSpot partner​,​ Salesforce integration manager​,​ Shopify​,​ Klayvio​,​ and WooCommerce expert. Up to 479% ROI on inbound campaigns to date​,​ x5 award-winning marketing​,​ and Web Design winner.

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Jeff Kemp

Salesforce Certified Pardot Consultant

worked with Panasonic Avionics

5 years working as a Pardot Consultant​,​ Salesforce CRM Setup​,​ WordPress Expert​,​ 30 years of experience in marketing.

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Slava Pautaran

18x Salesforce Certified Architect and Consultant

worked with GE Healthcare

Over 5 years of SalesForce experience. Working on SalesForce, Autopilot, HubSpot, MS Dynamics, Power BI, Tableau, WordPress, Zapier.

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