What's the secret to a successful CRM implementation?
CRM implementation isn't a mysterious process, but it does take the right approach and the right amount of time. We walk you through every step.
We don't just configure software. We map your processes, share proven methods, and make sure your team actually understands and uses the system.
We don't overwhelm you with information all at once. After the initial setup, we meet with you regularly to answer questions, address challenges, and develop your team step by step.
{Your Name} — I've been using Pipedrive daily for {X}+ years. I didn't start this business by accident. I've seen firsthand what a well-chosen CRM can do for a sales team, and I've spent years learning how to implement it in a way that actually sticks.
We don't just implement software. We uncover what's holding your process back and fix it.
![[Partner Name], Pipedrive Premier Partner consultant in [city]](https://assets.zyrosite.com/cdn-cgi/image/format=auto,w=768,h=761,fit=crop/13a3HFCzJkWdeZiI/gergoi-posztok-11-1-CsmYGYvWIgJUi4on.png)
![[Partner Name], Pipedrive Premier Partner consultant in [city]](https://assets.zyrosite.com/cdn-cgi/image/format=auto,w=375,h=372,fit=crop/13a3HFCzJkWdeZiI/gergoi-posztok-11-1-CsmYGYvWIgJUi4on.png)
From week 2 you're actively using the system. Full adoption in 4 weeks.
We meet regularly to develop your team step by step. Training can be held in-person at your office, at ours, online, or in a hybrid format where part of the team joins in person and the rest connects remotely.
Sessions can be recorded, including screen sharing, camera, and whiteboard notes, so everything is available to review at any time.
Pipedrive Implementation & Training Services
HOW DOES IT WORK
I. Discovery
Mapping your existing processes through the lens of Pipedrive's business logic.
II. Proposal
III. Setup
IV. Training
User, data, document, process, and activity structure recommendations
Suggestions for improving or restructuring existing workflows
Automation recommendations
Reporting requirements review
Integration proposals
Training plan development
Plan review and sign-off
Account, user, contact, product, lead, activity, and deal configuration
Email and calendar integration
Marketing tools setup (website connection, web forms, booking page)
Email template setup
Bulk email preparation
Newsletter sending setup
Data migration
Automation configuration
System integrations with selected tools
Individual and team goal setup
Report building
Custom training materials prepared for your team
2–3 user training sessions (Sales, Power User, and Manager level)
Best practices
V. Follow-up
Participation in follow-up sales meetings and ongoing support
Change management
Why work with me?
If your days are completely full, you don't have the capacity to set up a new software system on your own. I know that feeling.
Constant firefighting, missed follow-ups, and a sales operation that never quite runs the way it should.
This is exactly where I can help. And Pipedrive will be your tool to get there.
Why will I be an effective partner for you?
{X}+ years in sales management and {Y}+ years in project management.
Official Pipedrive Premier Partner in the PartnerScaleHub distribution network, helping businesses improve their sales and delivery processes.
Throughout the implementation, I support and develop you as a leader. I give you the tools to manage your team effectively.
{Your Name}
{Your Title} at {Your Company}.
Official Pipedrive Premier Partner in the PartnerScaleHub distribution network.
![[Partner Name], Pipedrive Premier Partner consultant in [city]](https://assets.zyrosite.com/cdn-cgi/image/format=auto,w=375,h=395,fit=crop/13a3HFCzJkWdeZiI/gergoi-posztok-11-1-CsmYGYvWIgJUi4on.png)
Pipedrive is available in [your language] with full functionality
CUSTOMER STORIES
Used by over 100,000 companies in 179 countries
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CRM Werkstatt
Als offizieller Pipedrive Premier Partner im PartnerScaleHub-Netzwerk bauen wir individuelle Sales-CRM-Systeme auf der Pipedrive-Plattform — maßgeschneidert auf Ihren Vertriebsprozess.
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ADRESSE
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8010 Graz, Österreich
CONTACT
+43 681 81 52 83 27
office@crmwerkstatt.at
