Evolve - Pipedrive Elite Partner

Pipedrive Launchpad

An agile 5-step Pipedrive implementation program, designed by our team. The right way to set up your CRM.

Benefits

Launchpad is our specially-devised Pipedrive implementation service, designed to get you set up in as little as 10 days.
increase sales
Visual Deal Pipeline

Manage more hot leads with an easy to use drag and drop pipeline. Never miss a deal

save time
Automations & Workflows

Eliminate busywork by automating repetitive administrative tasks and learn from artificial intelligence

actionable insights
Dashboards & Reporting

Data is king. Deep dive into metrics customised for your business and measure company performance against set goals

always in the loop
Track communication

Track calls, emails and contact history exactly where you need to and have full visibility and control of your schedule

safe & secure
Privacy & Security

Have full transparency and peace of mind on when and how your business data is being used

on the go
Mobile app & integrations

Access Pipedrive from your mobile device and integrate with your favourite sales boosting apps

Why Pipedrive?

Pipedrive is the worlds leading sales CRM system that will help you make the most of every customer relationship.  Pipedrive is an easy to use, all-in-one platform that will help you drive sales, grow your business and save hundreds of hours of manual data entry work.
FREE 30 DAY TRIALBOOK A DEMO
28%
Pipedrive helps you sell twenty-eight percent more
100k
Used by over 100,000 companies in 179 countries
4.5*
star rating for 'ease of use' by Capterra

How it works

Our delivery team takes you through the journey with precision, considering every detail of your business process and individual use case.The process is defined by 5 pre-defined sprints of work but the content is completely tailored to your organisation.
Through consultation, we will discuss your sales workflow from marketing to delivery and turn this into a detailed flow diagram in order to map out how your tech stack can be optimised for the best efficiency and results.

We will detail each action and step in these processes along with which integrations, templates and automations can be used to save time and increase effectiveness. This flow diagram then gives us a single hymn sheet and a solid foundation for getting to work on building the system.

We will then translate your workflow into Pipedrive, setting up your inbound lead sources, pipeline stages, activities, custom fields and templates. This promotes consistency in the sales approach across your team and results in good data capture for later reporting.

Data is King. In this step, we’ll migrate all your existing contact data. Our team are experts at mapping data from your existing tech into the new one so that no data is lost and the architecture of the new data structure is optimal to allow for the smooth running of the CRM.

Once the system is in the optimum state and we’ve checked it off with you, we’ll get the team trained to understand all the bits that matter to them.Training is tailored to the individuals whether they be board-level, managers or team members.

As the system beds in and becomes ‘business as usual’ you’ll have more questions and queries, changes and amends. This is normal and we’ll be on hand to make sure your questions are answered quickly and effectively by our team of pipedrive experts.

1
UNDERSTANDING YOUR BUSINESS

Through consultation, we will discuss your sales workflow from marketing to delivery and turn this into a detailed flow diagram.

2
PIPEDRIVE CONFIGURATION

We will then translate your workflow into Pipedrive, setting up your inbound lead sources, pipeline stages, activities, custom fields and templates.

3
MIGRATE YOUR DATA

In this step, we’ll migrate all your existing contact data. Our team are experts at mapping data from your existing tech into the new one so that no data is lost.

4
UP-SKILL YOUR TEAM

Once the system is in the optimum state and we’ve checked it off with you, we’ll get the team trained to understand all the bits that matter to them.

5
Launchpad AFTERCARE

Once the system is in the optimum state and we’ve checked it off with you, we’ll get the team trained to understand all the bits that matter to them.

CASE STUDY

How Pipedrive helped Pinewood Structures focus on work that mattered

As the Sales and Marketing Director of Pinewood Structures, Peter Keogh needed a CRM system that would help him clearly understand how the business was performing. Read more about how Pinewood Studios used Evolve’s Launchpad service to help get their business up and running on Pipedrive.
READ MORE

Why Evolve?

We know Pipedrive. We love Pipedrive. 

We know first hand just how impactful Pipedrive can be to SMEs and scale-up businesses who have lofty sales targets but might not know how they’re going to reach them without making a change. Or the business that is chasing operational efficiencies and is tired of error prone manual data entry.

Our team specialise in getting the most out of Pipedrive. We implement, consult and train, all things Pipedrive, building integrations between apps, automating your processes, and helping you to manage your data. We work with the best sales and marketing apps to generate leads, drive growth and reduce manual work.

Evolve Your Business
Automate, Integrate and Optimise everything you do in Pipedrive

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