Get a cloud-based CRM system tailored to your sales process that collects all your data in one place, eliminating information dispersion. You will be able to take full advantage of the potential of integration and automation, allowing you to raise the efficiency of your sales to a whole new level. Our CRM system is a dedicated solution for both B2B and B2C, giving you full control over your sales process.
Customer Relationship Management (CRM) is an essential tool that supports sales processes, allowing full automation and effective management of customer relationships. A company’s CRM enables salespeople to get to know their customers better and tailor offers to their needs. As a result, the sales process becomes more efficient and your profits increase.
As an official Pipedrive CRM system provider, we are trusted by thousands of users worldwide. We offer end-to-end CRM implementation, which includes fully adapting the system to your sales process. Our CRM implementations ensure proper configuration and data migration, allowing for a smooth transition to the new system, saving your company time and resources. We also offer training on the use of the system and technical support at every stage of use.
A CRM system in a company is essential when you want:
During it, our expert will design sales funnels for you or perform an analysis of existing ones and identify sources of leads. He will also perform a survey of the needs of employees who will use the CRM, taking into account their positions (different functionalities of the system for management, managers and salespeople).
The key to realizing the full potential of a CRM system is to match it exactly to your company’s sales process. To achieve this goal, our cooperation will begin with an online meeting, during which our expert will get to know your expectations and conduct an analysis.
At the first stage of CRM implementation, we will design sales funnels for you or analyze the ones you already have. We will also identify the sources of leads, which will allow you to manage the acquisition of new customers more effectively. During this meeting, our expert will also perform a needs survey of the employees who will use the system, taking into account their positions. This will ensure that the CRM system is tailored to the requirements of management, managers and salespeople.
Although the process may seem complicated, in reality the meeting takes the form of a relaxed discussion. Your employees answer the expert’s questions, allowing you to gather the necessary information to design the system. An additional benefit at this stage is the analysis of sales processes. As many as 68% of our clients indicate that the analysis has enabled them to improve their processes, and 29% have found it to be an inspiration for introducing new, more efficient work methods.
The next step is to break down your sales process into blocks, which we then implement in the CRM system. This will give you a customized CRM for your company, fully compatible with your processes. Assuming the appropriate license for each user, we will perform the system configuration without involving your employees, saving you time and resources.
As a result of this step, your salespeople receive a tool that is tailored to their daily tasks. The CRM system becomes an effective sales support as it works in accordance with your company’s established process.
If your company has been in business for a long time, you have probably accumulated a lot of data stored in various places, such as Excel sheets or other systems. As part of your CRM implementation, we will collect this data and migrate it into your CRM system, making it easier to use later. Migrating data not only simplifies access to it, but also enables better analysis of it, allowing your salespeople to make more informed and effective decisions.
Gain full control of your data, increase sales efficiency and simplify daily processes with a CRM implementation in your company. Our experience in CRM implementations will help you get the maximum benefit from this solution.
CRM implementation – stages of cooperation:
CRM is the foundation on which we build further improvements. When the system is properly implemented CRM collects data and allows us to overbuild further functions, such as sales process automation or sales funnel design.
CRM is the foundation here. When it is properly implemented and has data, automation and services, among other things, can be built on top of it.
One such service, for example, is sales funnel design, which can be expanded to include automation sequences triggered depending on a particular stage in the funnel or customer action.
All this enables you to use the CRM to its full potential. You get rid of tedious
repetitive work. In addition, we speed up sales processes, setting the right pace for the entire organization.
You can choose from all of our services to build a package that meets your needs. We can also help you select options that work for your organization.
You will gain the most after performing full automation of your sales, which will give them a whole new quality. Remember that we can also do the integration and automation if you are already using Pipedrive.
During the online discussion, we ask about the flow of your sales process and the functionality needs of the CRM system to be implemented.
We configure the CRM system, matching it to the specifics of your sales and expectations, as well as the required functionality. We perform this stage without your participation.
We collect all of your data – including that scattered in different places – and put it into the CRM system. This way you will be able to easily use this information both in the sales process and for further analysis.
Turbocharging your sales! We will set the right pace for sales, relieving your salespeople of repetitive, manual tasks. Thanks to automation, their work will become more efficient, and the whole sales process will gain fluidity.
We combine your CRM with other programs you already use in your organization. This allows you to perform all your activities in one system, making your daily work faster and more efficient.
After the implementation cycle, we offer closed-door training and open workshops. Participants will have the opportunity to work on a freshly implemented CRM system, with full, implemented data, which will allow them to quickly implement the use of the system.
The whole point of our CRM implementation is to maximize the alignment of this system with your sales process and expectations. That’s why let’s talk about the specifics during a no-cost conulatation. Within 30 minutes, our expert will show you the benefits of implementing CRM in your organization and answer all your questions.
96% of our customers confirm that this conversation has changed their perspective on the usability of CRM systems.
“It wasn’t until we used the pipedrvie training that we realized what a super tool it can be to organize our daily sales work. I was very impressed with the training, the guys do it very well.”
Jarosław Pyrda
Director of the Project Management Department,
Trasko Automatyka sp. z o.o.
Implementing a CRM is the key to increasing productivity and speeding up work in your company. With data integration and full automation, the sales process becomes simpler, faster and more efficient. But this is only the beginning of the benefits you will gain.
CRM implementation allows you to customize license levels and configure user accounts according to the nature of their work. Each member of your team – management, managers, salespeople – will be given access to the appropriate functionalities that maximize the efficiency of their work. As a result, the CRM system will be ideally suited to your company’s sales process.
The CRM gives you full control over the sales process, so you will always know what stage of the funnel each of your customers is at. Salespeople also use the same tool, allowing them to respond instantly to customer needs and take appropriate action in real time.
Thanks to the automation of sales processes, many activities take place instantly. For example, a customer’s email response can immediately appear in the CRM system. This makes it necessary for all departments in the company to keep up with the pace of sales, which speeds up the entire organization and makes processes more dynamic.
Implementation of CRM significantly improves the reporting process. With transparent and easy-to-analyze data, the time spent on sales meetings is reduced from 60 to 20 minutes. The sales process itself can be accelerated by up to 75%, and the data in the CRM is at your fingertips for instant decision-making.
Today’s companies use a variety of tools, such as software for creating proposals, generating leads, and responding to emails. By integrating CRM with these programs, all activities can be done in one place, without having to switch between applications. This speeds up work and reduces errors, as all data is centrally stored in the CRM system.
The right choice of license levels and additional software allows you to optimize costs. With a well-chosen configuration, you will not only optimize CRM expenses, but also save on the cost of other tools used by your employees.
Our experience and detailed analysis of your sales process allow us to identify additional actions that can maximize sales. These prompts have proven to be extremely valuable to 73% of our clients, allowing them to increase efficiency and improve sales results.
Although we specialize in Pipedrive CRM implementation, we also offer integration of this system with other tools and its full automation. We can help you design an effective sales funnel and audit your current CRM implementation to improve its functionality and match your needs.
CRM is not another set of tables that your salespeople will have to fill out. It’s a practical tool that will quickly streamline their work to the point where they’ll feel the same way without access to Pipedrive as they would without a phone or a company car.
Perhaps you already have your own data organization and sales monitoring system. Perhaps its development has consumed time and resources.
However, if you don’t replace it with a CRM system whose effectiveness is proven by thousands of companies around the world, your sales will remain the same. We will map your existing processes. We will streamline them and implement them correctly in one software. Just like the biggest companies on the market have it laid out.
Pipedrive is easy to use and user-friendly. Despite this, we have already implemented the system in such companies where not all salespeople could or wanted to use it. In such a situation, for the CRM to work properly, it is enough, for example, for the manager to fill in the data in the system for the salesman. This is also convenient during a longer absence of a salesman (vacation, accident).
The whole point of our CRM implementation is to maximize the alignment of this system with your sales process and expectations. That’s why let’s talk about specifics during a no-cost consultation. Within 30 minutes, our expert will show you the benefits of implementing CRM in your organization and answer all your questions. 96% of our customers confirm that this conversation has changed their perspective on the usability of CRM systems.
Do you want to increase the efficiency of your sales and use the full potential of CRM? Trust our experience! We invite you to cooperate with Sales Agency – a sales agency that specializes in sales outsourcing and marketing outsourcing. We will prepare for you comprehensive solutions that will increase the efficiency of your team and enable you to fully utilize CRM in your daily work.
For your comfort, we have prepared answers to the most frequently asked questions about CRM implementation. Check if we have solved your doubts, and if not – present them to our expert
during a no-cost consultation.
CRM improves sales. You can use it to impose a pace in sales that your salespeople will already find difficult to fall out of. What’s more, once they start using it, you will quickly and easily notice who lacks motivation. And other departments in your organization will have to keep pace with the sales department.
Regardless of its size, any organization will benefit from a CRM implementation, but it’s true that small and medium-sized businesses will gain the most from it. And even one-person businesses. Therefore, don’t think you’re “too small” for this step yet. Arrange a no-cost consultation or try the functionalities of a test account for free to see how CRM will improve your sales.
The answer to this question is very broad, because this CRM system is designed for maximum functionality. Knowing the reality of our clients’ work, we will only detail that in Pipedrive you can, among other things:
You can find information about this on the delivery page of this system. However, you will get the answer to this question much faster during our no-cost consultation. What’s more, we won’t make the mistake of matching your license level to your expectations.
This CRM system can be integrated with tools to:
We can also integrate this system with external programs that have external APIs. This also applies to applications developed on your special order (e.g. production software).
Try out the capabilities of a free CRM account to explore its potential to improve your sales and your entire organization.
“Our team has seen significant improvements in the adoption and use of CRM. The training has contributed significantly to our ability to manage prospects, track sales activities and optimize the overall sales process within the Pipedrive platform.”
Wojciech Mazgis,
Chief Operating Officer, Zimno Tech Sp. z o.o.
Satisfied Pipedrive user
Check out our client case studies and industry publications, full of factual knowledge on how to use CRM functionality to improve sales.
“With sales automation, it’s like automating production. Not only are employees relieved of repetitive daily, simple, routine tasks, but the quality of their work and process execution is significantly improved.”
Kamil Kaczmarski,
Head of Sales Automation, Sales Agency
Here are companies that are already realizing the potential of a CRM system tailored to their needs. This list is not complete because your organization is missing from it.
The point of our CRM implementation is to maximize the alignment of this system with your sales process
and expectations. That’s why let’s talk about the specifics during a no-cost conulatation. Within 30 minutes, our expert will show you the benefits of implementing CRM in your organization and answer all your questions.
96% of our customers confirm that this conversation has changed their perspective on the usability of CRM systems.
“The Pipedrive system, implemented for our requirements, was perfect for managing industrial projects, automating sales work and building a structured database. In 3 steps we received a system thanks to which we gain control over the sales funnel and do not waste time on unnecessary activities. Now I am confident that no sales opportunity will be missed.”
Piotr Pawełczuk
, CEO Explorate, CEO Infinity Invest
Do you want to conquer the market without a headache? Outsourcing is our specialty! Let us know, and we’ll help before you start thinking about a second coffee. We’re waiting for your signal! 🚀
We are part
of your Team
Offer
Company
© 2023 Sales Agency
