Pipedrive is a high powered tool that can be useful for most businesses. Regardless of the length of your sales cycle you will be able to keep track of each individual customers progress as you come closer to closing the sale. We at business systems like to begin with the most basic of sales progressions and then add or eliminate stages based on each companies workflow. The 5P's provide a base for what needs to happen though each P may become more than one stage.

Prospecting & Information Collection
Proposal or Contract Creation
Payment Processing
Provide Products & Services
Post Sale Process

We are excited that you have already begun working with Pipedrive. Some changes can cause growing pains, if this is the case with your business then you may need Pipedrive Therapy. What we call Pipedrive therapy is really just a second set of eyes and ears. The ears begin the process by listening to how you work, your sales process (or how you want to work). We also ask questions to find your pain points. What takes you the most time in your day? Do you like doing that? Inquiring minds want to know.

We take the knowledge we gain from the ears and use the eyes to verify settings, review deal stages and automations. Combining the information we can recommend and or implement changes to get you and your team back on track. Making sales and saving time, the way Pipedrive intended.

Pipedrive Therapy