It takes four simple steps to boost your Pipedrive effectiveness.
Step 1: You schedule a free consultation on our website.
Get a free consultation with a Pipedrive consultant to share your problems and learn how we can solve them. You choose the time and get contacted to confirm the arrangement. It’s an excellent opportunity to get professional advice.
Step 2: You decide what scope of involvement you need.
Once you are ready to work with Automaly, tell us what you expect and how much help is needed. You may want advice on integrations or ask us to audit your sales processes. Based on your preferences, we recommend the best collaboration model and proceed with the practical part.
Step 3: We research your sales funnel and recommend how Pipedrive can optimise it.
Before taking any steps, we analyse where you currently stand to build a custom strategy. We match your resources with your goals and offer Pipedrive capabilities that would let us achieve them. We are transparent about what you will get and how much time it will take.
Step 4: We do the work and you enjoy the result.
When you agree on the plan, the Automaly team implements the necessary integrations and workflows. We test everything to ensure it works and evaluate initial results. You can sit back and relax while Automaly grows sales on your behalf.