All your client interactions should be consistent, measurable – and automated. Our automation experts will recommend and set up the software integrations and workflows most suited for your lead-gen process.
Pipedrive CRM Sales and Marketing Automation
How we can help to improve your business automation
Pipedrive Automation Consulting
Pipedrive is the worlds’ #1 user-rated CRM, and it integrates all of the different business software you use to run your business. We can show you how to use Pipedrive to get the best result, in the quickest and most efficient way.
Marketing Automation Workflows
55% of companies that do not use marketing automation cite a lack of expertise as the main reason for not using it. A lack of training or difficult to use software could be costing your business. We can integrate and consolidate your different marketing tools within Pipedrive CRM, reducing your costs and improving performance.
Sales Automation Workflows
33% is the average maximum time that salespeople report they spend on actually selling with up to 21% of their time spent writing emails, and 17% entering data. Getting your sales team to spend more time selling is going to increase your revenue. Keep your sales team selling by automating repetitive and mundane tasks. With Pipedrive workflow automation, your client interactions take up less time, while driving sales performance.
Pipedrive Integrations
Pipedrive offers hundreds of apps to help your team run smoothly and simplify your sales process, but choosing the right and the most suitable ones might be a headache. As Pipedrive’s Premier Partner and experienced automation experts, we know exactly what integrations will power your entire revenue cycle, the fastest.
The steps to Pipedrive CRM Automation success
Scaling and improving your business performance is easier than you think!
01 – Sales & Marketing Process Review
Our consultants review your existing Pipedrive CRM setup in view of your sales and marketing processes to identify how your business could benefit from workflow automations.
02 - Design a Workflow Automation Strategy
We can recommend a list of Pipedrive integrations and the most suitable workflow automation strategy to achieve your business goals around increased leads, more sales, improved productivity, and reduced costs.
03 - Pipedrive Integrations and Workflow Setup
We are on hand to guide you through the implementation of any Pipedrive integrations and workflows that we recommend, which includes full training from our team and ongoing support.
04 - Scalable, Automated Client Interactions
Need help with creating automated client communications? We can manage the entire process as a part of our done-for-you service.
Schedule a free consultation on Pipedrive CRM integrations and automation
Pipedrive Premier Partners
Automaly is a certified Pipedrive Premier Partner helping SMB to grow their business through the use of best in-class technology, automations, and software integrations.
Industry expertise & support
Our team are experts in business growth, marketing, and sales. We thoroughly research and test the best Pipedrive integrations and automation workflows so that you can be confident in our automation advice.
Take control of your results
Pipedrive automation can be simple, so we don’t over complicate our solutions. We will show you exactly how to automatically nurture prospects into sales making sure you are back in control of your business results.
Full Pipedrive training for employees
Change doesn’t have to be scary. All of the recommended Pipedrive integrations and automation workflows come with full onboarding and system training for your teams together with ongoing technical support and learning resources.
Automated Client Interactions with Pipedrive CRM
Stay on top of all your deals by making client interactions consistent and measurable with Automaly’s recommended Pipedrive integrations & workflows.