Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to …
Further Details of Question We are looking to develop an internal quote and followup system that is used in our main office plus external workers to produce quotes for our customers, and then provide followup prompts and tools for our salespeople. The key features we are looking for are as follows: 1) A database of …
There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees. As part of our systems advice work, we’re often looking for ways to …
Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow. We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports We need help to: understand the current implementation document the status quo identify the low …
Automating ActiveCampaign & Pipedrive
Question: I really need help with Active Campaign to:
1. Set up properly from start
2. Set up all the appropriate tags and fields
3. Set up automations
4. Provide training of how to use going forward
I also need advice on how to best use the Pipedrive account that we have set up and put in place automations. What would you recommend?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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Using Pipedrive to full capacity in our sales team
Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to …
I need to develop an internal quoting tool for my staff
Further Details of Question We are looking to develop an internal quote and followup system that is used in our main office plus external workers to produce quotes for our customers, and then provide followup prompts and tools for our salespeople. The key features we are looking for are as follows: 1) A database of …
I need esignature software with a single shareable link
There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees. As part of our systems advice work, we’re often looking for ways to …
Where do I find a Business Process Engineer to help with our process?
Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow. We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports We need help to: understand the current implementation document the status quo identify the low …