Pipedrive · IT Consulting & Development | Custom Software, SAP, Cloud AWS, Azure, Google

Pipedrive Implementation & Support

As certified Pipedrive CRM consultants, we provide certified Pipedrive partnerships to help you use the platform’s full potential for managing leads and transactions, tracking communications, and delving deep into customizable analytics. Pipedrive may help you increase your sales and productivity. 

  • Are you looking for implementation?
  • Want greater customization?
  • Need more optimization?
  • Looking for exhaustive training?

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Clients

Why Choose Peritos

Expertise

We are a Pipedrive Expert Partner and have helped clients across the globe. From small accounts with only one user, up to integrating multi-region sales teams with 100 users or more, we have a solid experience.

  • Auditing your existing CRM configuration, whether it be on Pipedrive or not
  • Help you define your requirements and then set up Pipedrive for you
  • Optimize your existing Pipedrive account or adapt it to meet new needs
  • Integrate Pipedrive with other marketing tools : your website, marketing automation platform, customer support platform etc.

Technical Consulting

Whether you’ve been struggling with your CRM for a while, or you are brand new to Pipedrive, we can get you up and running quickly and painlessly so that you can start seeing maximum results from your sales and marketing teams.

  • Analyze your current systems and processes and create a deliverable that details the strategy plan and roadmap
  • From installation to employee training, we help you onboard Pipedrive from start to finish
  • Reduce hassles associated with far-reaching software deployment and experience successful implementation quickly
  • Dive deep into customized metrics, and more

Insights and Reports

Study your data in customizable reports and interactive dashboards. Create custom CRM fields for reports and decisions as unique as your business. Filter, group and oversee results, revealing winning patterns and bottlenecks for your team to overcome.

  • Track your most important reports and KPIs in one place with visual dashboards to monitor team progress at a glance
  • Set individual, team, and company-wide goals, and track progress 
  • Collect and review the sales data specific to your business with custom fields and reports
  • Integrate your sales and customer data with your preferred reporting tool 
 
 

Automate and Grow

Boosts your performance with personalized tips so you don’t have to think about what to do next. Get automated, behavior-based hints on how to boost your results so you’re constantly upskilling without lengthy training or consultancy.

  • Automate repetitive tasks to create a streamlined sales process for your team
  • Instantly find valuable information on contacts that can be key in closing deals

  • Easily connect Pipedrive to other software and develop custom features with the free API key
  • Push real-time updates in Pipedrive to your endpoint or app of choice

Track Communications

Track calls, emails, and contact history exactly where you need to and have full visibility and control of your schedule. Grow an unlimited database of contacts and organizations, and see full timelines of contact activity history

  • Manage sales conversations from your preferred inbox and have emails automatically linked to deals and contacts
  • Make sales calls directly from the web for fast call tracking, recording and insights all in one place
  • Set up meetings in one take by sharing your availability and letting your invitee book a time that works for you both
  • See what’s coming up in your schedule and manage activities to optimize your time
 

Support, Free Credits

Get access to support via email and chat. To help you always stay in business, Peritos Solutions offer round-the-clock support. We also offer free-of-cost demo to clients to help them understand business requirements.

  • Remote support
  • Round the clock support
  • Short turnaround time
  • Better customer experience

Do not find what you are looking for?

We understand one size can’t fit all and you may not find what you are looking for here. However, to meet the specific and bespoke business requirements of our clients, we offer custom cloud solutions.

  • POC and Agile-based approach for faster time-to-market
  • Take a deeper look at your technology and develop a strategy that is right for your business
  • Help your current IT staff and help them handle your technology needs and support
  • Robust end-to-end cloud solutions to help your business become agile and data-driven

Case Studies

SAP

SAP HubSpot Integration

Read more about how we integrated SAP with HubSpot APIS for one of our clients.

We integrated the solution design to match the requirement and made it configurable to run for multiple clients on Hubspot.

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reporting

SAP BOBJ Upgrade

Read more about how we performed the migration of data to a new server, established connections and performed tasks like adding user and security roles, enabling backup etc. Also included are the various testing scenarios we covered and the issues we faced (and the learnings) while working on this project.

Read More »

Blogs

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