Thought Leader Systems has many years of experience in the field of customer relationship management and offers you everything from a single source: whether it is consulting, the design and implementation of complex CRM projects, system integration, business support, the optimization of systems, or the training of your employees.
How to achieve success with Pipedrive CRM
What is Pipedrive?
Pipedrive is a CRM system that allows you to efficiently build and manage your company's sales pipeline. The software helps you to quickly identify promising leads and potential customers. The processes can be flexibly adapted to your needs. Sales activities are divided into different stages so you can see progress and check at any time which deals should be pushed. An open API configuration enables seamless integration with other systems.
Pipedrive also requires a management approach
Pipedrive provides your employees with support in their daily work and can give suggestions for dealing optimally with customers. Whether your employees think and act in a customer-oriented way, whether your processes are optimally geared to the customer, and whether customer orientation is also "lived" in your company - these questions are not answered by CRM software. Because when it comes to customer relationship management, the introduction of a CRM system is not the end of the story.
It is important to be clear in advance about what you want to achieve with your customer relationship management. So before you start looking for a software solution, you should know your challenges and which areas the future CRM system should support. Because in general, the solution should always be adapted to your requirements and not the other way round! If you are at a loss, it is worthwhile to consult independent consultants such as Thought Leader Systems, who will help you to select the right CRM system for your needs.
Pipedrive: We offer expert advice
Thought Leader Systems not only supports you in all matters relating to Pipedrive. We also help with the digitalization of sales, marketing, and service. Together, we unlock your full market potential and continuously increase the success of your company. To achieve this, we help you with
- the development of your CRM vision and CRM strategy
- the creation of your specifications & a roadmap
- selecting the CRM system and software package that is right for you
- the implementation of a CRM system such as Pipedrive
- the combination with other tools (tech stack) to realize the full potential of the CRM solution
- the definition of key performance indicators (KPIs)
- continuous alignment and optimization of existing customer management processes.
Discover the full potential of Pipedrive together with us and save valuable time and money for your company!
Contact Your Expert
Free Consultation
Do you have questions about Pipedrive CRM? Contact our Pipedrive experts.
Request a free consultation now!Getting your Pipedrive implementation right
Thought Leader Systems has in-depth experience in the implementation of complex CRM projects. Our competent experts help you with the selection of the right CRM system and the functionalities that are important to you, as well as with the implementation of the CRM software and the integration into your existing IT landscape.
What Pipedrive offers
Lead Management
Generate and manage leads using customized web forms and chatbots.
Customer communication
Track all customer communication with Pipedrive and keep an eye on the schedule.
Automation
Automate repetitive tasks and learn from artificial intelligence.
„Sales Tab“
Track your sales, tasks, documents and meetings with Pipedrive.
Privacy & Security
You have full transparency as to when and how your data is used.
Mobile Apps & Integrationen
Access useful apps directly from your mobile device.
Pipedrive: Which integrations are possible, necessary and useful?
To unleash the full power of Pipedrive, it is sometimes necessary to create interfaces to other systems. Many software applications can be easily linked to Pipedrive, such as
- ERP: by linking to an ERP system, your company will receive information on sales history, shipping orders, project orders and other areas.
- Marketing automation: by linking Pipedrive to your marketing automation, you can build a holistic customer experience.
- E-commerce: link all customer information and interactions across channels to get a 360-degree view of the customer.
You hace so many possibilities. Thought Leader Systems will be happy to advise you!
Pipedrive – Training and Empowerment
Thought Leader Systems offers beginners and advanced Pipedrive users the opportunity to dive deeply and sustainably into the functionalities of the CRM system. In our individually tailored training courses, participants learn not only how various technical features work, but also how to technically configure the individual components and how they can be used in practice. The training of our experts is always close to practice.
Target group: Pipedrive users; sales, marketing, and service managers; employees from marketing, sales, and service.
Advantages:
- Participants get to know the functions of Pipedrive
- Examples from practice show the direct benefit of the individual features
- The participants can use the full potential of Pipedrive
- The employees gain confidence in using the functions
- The training is always practical and result-oriented
- Pipedrive can be used much more effectively as a CRM system
Successful CRM with Pipedrive
To establish Pipedrive in your company, Thought Leader Systems always adapts to your individual business model, your market conditions, your goals, and your target groups. We can help you with all your challenges - whether it's setting up a CRM strategy, selecting a CRM system, implementing it, or further developing your concept. When it comes to customer relationship management, you can rely on our holistic support. Among other things, we can help you:
- develop a modern, efficient concept for customer communication
- bring your database up to speed and thus realize its full potential
- professionalize and automate your sales, marketing, and service strategy
- segment your customers to address them in a personalized and individual way
- generate more leads and develop them into loyal customers
- set up an efficient lead scoring system and better assess your contacts
- convince your employees of CRM and introduce them to the CRM system Pipedrive
Get a Free Consultation
Do you have questions about Pipedrive CRM? Contact our Pipedrive experts.
Use our convenient Pipedrive operations support for your day-to-day business
The introduction of a CRM solution like Pipedrive is one milestone among many. Because every company is continuously confronted with a wide variety of tasks. Help is provided by a flexible and reliable agency partner who adapts quickly and flexibly to your growing and changing challenges in sales, marketing, service, management, and communication. As a service agency, Thought Leader Systems supports you with your individual requirements. Our support is always based on your personal needs.
Your long-term agency partner
Thought Leader Systems works as a permanent service partner for "running the business" - for all your growth issues.
We build a trusting collaboration in a long-term and ongoing relationship - so we know your business inside out.
We want to understand your brand, your teams, processes, your goals, and aspirations. This enables us to work quickly and proactively, to act efficiently, and to implement professional measures for more growth and customer-centricity in your business.
Flexible support for your marketing and sales projects
We are also happy to support your teams as an external partner in order to cushion seasonal peaks in annual business and to successfully manage newly added major or change projects.
Your professional partner on site
Thought Leader Systems works directly on-site if desired. In this way, we usually achieve even greater joint clout, motivation, and performance in your projects.
Pipedrive Health-Check and Optimization
Extensions, staffing, process changes, and the constant influx of data can all affect Pipedrive's performance. The Pipedrive Health Check from Thought Leader Systems provides you with a comprehensive profitability check of the CRM system. We take a close look at whether the integration of Pipedrive still offers potential for improvement or whether the connection to your other systems is working smoothly.
In doing so, we check much more than the CRM system. We also talk to the key users from sales, marketing, and service: Do the users use the tool and its potential? Where is there potential for improvement in the handling? Which functionalities would perhaps still be advantageous? You benefit from our Pipedrive experience. We know what is possible.
The Pipedrive Health Check enables you to make immediate improvements in your performance and shows you where hidden potential still lies dormant. This creates a "roadmap" for a functional and powerful CRM system that enables your company to reach new heights in customer management.
Would you like an overview of your performance and the optimization possibilities of your tools and processes? Contact our experts. We will be happy to help you.