Pipedrive implementation

Published: Jan 19 2021
Valid until:
May 27 2021
Budget
$2,000

Project description

Implementation of Pipedrive for Polish based marketing agency. The goal is to implement Pipedrive from scratch and integrate it with 3rd party project management tools like ClickUp​,​ Pandadoc.


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Project scope

Discovery
Business processes and technology stack analysisSolution design
POC Implementation
Defining the sales funnels and custom fieldsDefining labels and internal marksData uploadIntegration with emailEmail templates setup Security settingsReporting and analytics
Team training
Initial group workshop
Final implementation
Adjustments based on team’s feedbackEmail workflow automation, e.g. lead nurturing, remindersLead scoring
Integration
Invoicing system integrationProposal & agreements system integrationData enrichment from 3rd party sources (GUS) - nice to have Lead sources integration, e.g. website, FB, Google
Team training
Group workshopOne to one training

Required software

  • ClickUp
  • Pipedrive
  • PandaDoc

Location

Łódź, Łódź Voivodeship, Poland

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