Pipedrive optimization and integration

Published: Jan 10 2022
Valid until: Feb 09 2022
Hourly rate:$20-$50/h

Project description

Looking for support on optimizing current PD: 1) Data synchronisation BI-PD process 2) Leverage automations to cut off manual process 3) Review and reorganization of current PD dashboard to reflect business needs 4) Audit current PD set up based on our sales process 5) Set up reporting in insights section 6) PD marketplace - useful integrations we are missing 7) Training for the team on using improved PD

Project scope

CRM audit and defining areas of improvement
Defining initial CRM setup (pipelines, custom fields, stages, labels)
Setting up analytics and reports
Setting up user permissions and visibility settings
CRM team training

Required software

  • Google Docs

Skills

  • Automation
  • Business analysis
  • Integration

Location

Prosta 20, 00-849 Warsaw, Masovian Voivodeship, Poland

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