CRM Consulting Services

We provide companies with consulting services for the implementation, customization and automation of CRM Pipedrive

Welcome to CRM Consulting Services

We specialized in Pipedrive Sales CRM

We help companies and professional salespeople to increase sales and meet their business goals.

through the optimal use of CRM CRM Pipedrive.

​How to increase sales with a CRM?

​To increase sales, you will need the CRM that best suits your business, as well as a consulting partner to guide you to get the most out of CRM in your company. At CRM Consulting

Services we have created a methodology that empowers CRM Pipedrive to boost sales, grow your business and empower your sales team.

pipedrive Platinum Partner

We are a Certified Partner in Pipedrive

With the highest level of Pipedrive certification, we offer our clients the best advice and consultancy for its implementation and customization​.

More than 100 ​Implemented Projects
More than 500 ​Pipedrive-trained salespeople
Year 2017 ​First implementation

We have implemented and trained more than 100 sales teams in the use of Pipedrive CRM

We can help you streamline your sales process with CRM, introduce automations, train your team, and offer ongoing support so you get the most out of Pipedrive.

With more than 100 Pipedrive implementation projects, our team has accumulated experience and knowledge in modeling sales processes applied to different industries.

¡Contact us!

We are here to help you grow and prosper your business!

What is the Pipedrive CRM and what is it for?

Pipedrive is an all-in-one sales and customer relationship management CRM platform with a focus on increasing revenue.

It offers the features and functionality to serve salespeople and sales teams in all industries. Its features include everything your sales department could need, including:

Pipeline and business

Create and implement your ideal CRM process using features like goal setting activity and progress tracking.

Lead Management

Help sellers make the most of every opportunity, using specific features that help with lead generation, qualification and prioritization.

Automation

Create automated workflows, your team can save time by eliminating mundane tasks and working with a streamlined sales process.

Contact management

Managing sales contacts and communications has never been easier thanks to Pipedrive's powerful and agile contact management software. Get valuable information about your contacts with a click.

Email and communications

It offers robust tracking of communications and email. Tracking lets you manage sales conversations by automatically linking them to deals and contacts.

Mobile app

Access your sales data wherever you are from any device. Automatic call tracking and logging so you don't have to.

Sales teams are drawn to this simple yet powerful CRM design that prioritizes ease of use above all else.

When using Pipedrive, nothing gets overlooked. This allows the team to spend less time on administrative tasks and more time making sales thanks to an agile and powerful CRM.

Pipedrive satisfies seller teams of all sizes and is used by over 100,000 companies in 179 countries.

Select the CRM via a trial

Good CRM software improves your sales process, automates follow-ups, tracks communications, and has visual reporting dashboards that help you increase sales. With Pipedrive you can achieve this and much more, so we recommend you give it a try to find out if Pipedrive is right for your sales team.

Get free Pipedrive for 45 days

*Full access. You don't need to enter a credit card* Just use our promotional code: ca-sersoteico

Sign up for the 45-day free trial through the website and complete everything yourself. On the occasions that you need a Pipedrive expert, we can offer you our assistance for free.

Try it free

Consulting services in CRM for companies:

Queremos que nuestros clientes tengan éxito, por lo que una primera llamada o reunión de descubrimiento (gratuita) nos permitirá comprender sus objetivos, sus obstáculos, su presupuesto y necesidades de CRM para su negocio. Comprendiendo esto, encontraremos el mejor esquema de implementación, personalización y capacitación del CRM Pipedrive para su empresa. Los siguientes servicios han sido diseñados especialmente para usted:

CRM Consulting

If you are looking for a CRM for your company or planning an ambitious improvement project, our consultants are ready to help you! We know how to make the most of Pipedrive's capabilities, and get your sales team using the technology tools they need. We focus on solving particular challenges such as::

  • Low lead conversion rate.
  • Scattered customer data.
  • Low sales productivity.

CRM Implementation

The implementation of a CRM is a challenge that demands the effort of the commercial team. Our proposal is that you save time and money by having our team install, configure and train your commercial agents in the use of Pipedrive. Configurations are made according to the needs of each company. This will allow you to take full advantage of its features. We have the experience in implementation which will guarantee your best results.

Data migration to CRM

If you are already using a CRM or if your data is in an Excel spreadsheet, database or other system, it will be necessary to migrate your leads, contacts and accounts to the CRM. With our team we will carry out the migration of your contacts from the different sources in which they are found, be they: databases, ERP systems, accounting systems, social networks, or other business applications.

CRM Training

Protect your investment by ensuring your sales team uses Pipedrive CRM correctly. We share tips and best practices gleaned from years of implementation experience. We offer personalized CRM Training workshops, and we carry it out in the client's office, independent rooms or through virtual meetings.

CRM data integration

Our services include the integration of the CRM Pipedrive to keep the data up to date and in line with your business applications such as the Administrative/Accounting System, corporate e-mail, e-mail marketing. Social Networks, Telephone System, Whatsapp messaging, etc. In this way you can maximize your work tools for a more effective management of your sales.

Creation of Apps for CRM

Apps are private web applications that users can install to drive sales and enhance their Pipedrive experience. Apps are to provide the integration only to users from the same company as the account on which your app is hosted. Our team of analysts and software developers are prepared to customize the App that your company needs.

Pipedrive CRM Customer Support Service

Our CRM Implementation service also includes:

  • Personalized assistance
  • Pipedrive CRM Demos
  • Creation of CRM test environments
  • Guide to maximize the benefits of CRM in your company

Do you have any doubts or questions? You can contact us

If you would like a demonstration or for us to contact you, please fill out the following form. An advisor will gladly contact you as soon as possible.

Do you need advice?

Our address:

Centro Comercial Plaza Triángulo. Local 225 Planta Alta
Guayaquil, Guayas, Ecuador

Phone: +593 999 758 794
+593 98 491 1447

Email: info@consultoriacrm.ec
www.consultoriacrm.ec

Hours:

Monday to Friday. 9H00 to 18H00