– Act as your in-house CRM administrator without the need to hire one.

– Maintain and improve your CRM setup as your business evolves.

– Troubleshoot issues before they affect your sales team.

– Stay up to date with Pipedrive feature changes.

– Provide technical documentation or guidance to your internal team when needed.

– Handle user setup, permissions, and access control.

– Build tailored dashboards to track team and individual performance.
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– Create custom reports to monitor key metrics like deal conversion or activity performance.

– Set up visual insights for management and sales meetings.

– Connect Pipedrive with tools like Databox for additional reporting.

– Connect Pipedrive with tools like Google Sheets, Mailchimp, Databox, and more.

– Monitor Zap performance and troubleshoot issues to ensure reliability.

– Update and optimize existing Zaps as your tools or processes change.

– Design multi-step Zaps to automate complex workflows.

– From simple workflows to complex sequences (depending on your billing plan).

– Create automations that assign tasks, send emails, update fields, and move deals between stages.

– Set up time-based triggers (follow-ups after 7 days of inactivity, automated email after deal won/lost).

– Provide training to help your team understand and manage automations internally.

– Set up custom fields that align with your sales process and data needs.

– Organize and clean up existing fields to reduce clutter and improve usability.

– Map custom fields for smoother imports, automations, and integrations.

– Advise on field types and structures to support accurate reporting and segmentation.

– Deliver live training sessions for the whole product or a specific feature.

– Help new hires get up to speed quickly with your Pipedrive setup.

– Answer real-use case questions during sessions to increase clarity.

– Train teams on how to use features like filters, activities, email sync, and reporting.