Pipedrive Specialist for CRM Optimization - 23/12/2024 11:15 EST

$30-250 USD

Open

Posted

3 days ago

•

Ends in 4 days

$30-250 USD

Paid on delivery

We are looking for a Pipedrive specialist with experience in CRM management, automation, and sales pipeline optimization. Need experience in Pipedrive CRM - including automation, filtering, reports, and sales pipeline structuring and optimization. We want to redesign and automate our follow-up sequence and pipeline stages. The goal is to create consistency in our follow-up, be more proactive, and understand where clients are dropping off so we can increase conversions. -The follow-up sequence is about 18 steps -The sequence will ideally do 2 things: trigger reminders, and when the activity is done (e.g., email sent, or phone call made), the person will move to the next stage automatically -Automate and use templates on any actions that don’t require personalization -Potentially develop a method to track the person’s/client's journey (if the stages we have in mind can’t be made to reflect this) -Configure a set of reports that identifies drop-off points and other relevant insights -Adjust sequence triggers and activities based on team feedback -Provide clear documentation for processes, workflows, criteria, and filtering used for reports -Train team members on the new pipeline, reminders, and follow-up workflows -Strong communication skills to collaborate with our team, communicate with PD support if necessary, refine processes -A detail-oriented approach to ensure the system aligns with business needs The target timeline for us to see the pipeline in action would ideally be within 2–2.5 weeks - let us know what else you need to know to determine whether that is realistic. In your bid give examples of similar projects, estimated timeline, and cost for completing this project, and don’t hesitate to ask any follow-up questions. We will award right away to an experienced Pipedrive freelancer who can get it done quickly and affordably.

CRM

Pipedrive

Process Automation

Project ID: 38920766

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13 freelancers are bidding on average $173 USD for this job

@rajubhalani

Optimizing and redesigning CRM systems like Pipedrive is not a daunting task. I have successfully revamped sales pipelines and automated follow-up sequences in previous projects, ensuring increased efficiency and conversions. I can assist in restructuring your Pipedrive CRM, automating follow-up sequences, and optimizing sales pipelines to enhance consistency and proactivity. Let's discuss your specific requirements further and strategize on achieving your goal of improving client conversions and tracking drop-off points effectively. When are you available for a detailed discussion on your CRM optimization needs?

$250 USD in 2 days

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@saweratauqeer

Hello The, We have over 10 years of experience specializing in CRM management, automation, and sales pipeline optimization. Our expertise lies in utilizing Pipedrive CRM to redesign and automate follow-up sequences and pipeline stages for increased conversions. We have successfully completed projects similar to yours, ensuring consistency in follow-up processes, proactive engagement, and enhanced understanding of client interactions. Our portfolio showcases our proficiency in configuring reports, implementing automation, and training team members on optimized workflows. We are committed to collaborating closely with your team, refining processes, and providing detailed documentation for seamless integration of the new pipeline system. Please initiate a chat to discuss your project requirements further. Thanks.

$150 USD in 7 days

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@Muhammadzeesha59

With over 6 years of experience in the field and a robust skill set, I firmly believe I'm the ideal Pipedrive specialist for your project. In particular, my expertise in CRM management, automation, and pipeline structuring would greatly contribute to redesigning your follow-up sequence and optimizing sales pipeline. I understand your essential goals to create consistency, increase conversions, and proactively address drop-off points for clients. My adherence to detail fosters effective alignment between business needs and technical implementation, an invaluable asset for streamlining the CRM processes. Additionally, my proficiency with Pipedrive will come in handy for automating tasks, configuring reports, and facilitating any further adjustments based on team feedback. Lastly, I acknowledge your target timeline of 2-2.5 weeks to see the pipeline in action and assure you that I am well-equipped to meet it. My methodical work approach combined with a commitment to delivering the highest quality output within reasonable budgets is what distinguishes me from others. Let's discuss this project in depth so we can promptly get started on revolutionizing your sales cycle.

$140 USD in 4 days

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@coding39

I have 13 years Experience in same required Skills, We already did kind of project many times, We provide support for over 150 technologies worldwide, ensuring comprehensive solutions for our clients. Our global reach allows us to connect with diverse industries and address various technological needs. We pride ourselves on delivering reliable and efficient support services. Our dedicated team is available 24/7 to assist with any technical issues. Partner with us to experience seamless and innovative technology support.

$140 USD in 7 days

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@manpreetkaur991

Hello, As a seasoned web and mobile developer adept in Pipedrive and automation, I am well-equipped to handle every facet of this project. My experience with Vue.js, Laravel, and REST enables me to expertly automate your follow-up sequences and streamline your sales pipeline stages for increased conversions. Over the years, I've developed deep proficiency in CRM management and am fluent with Pipedrive's automation features, filtering capabilities, and report generation functions. This expertise will come in handy as we design a customized Pipedrive system tailored to your specific needs. Understanding that consistency in follow-ups, proactivity, and a clear portrait of clients' journeys are your main objectives, my technical breadth will ensure these are effectively met. Not only can I automate your follow-up sequence while triggering reminders and updating stages automatically when an activity is accomplished, but I can also integrate client tracking mechanism if the envisioned stages don't fully encapsulate their journey. Moreover, my command over complex SQL queries will be invaluable during this process. I'll be able to build filters that effectively track clients' movements within the pipeline which will ultimately assist us in identifying drop-off points. Throughout our collaboration, I guarantee strong communication to not only align the system with your needs but also provide detailed documentation for future reference. With Regards! Manpreet Kaur

$250 USD in 7 days

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@zayertech

Hello Dear, I am a seasoned Pipedrive specialist with extensive experience in CRM management and pipeline optimization. I will redesign your 18-step follow-up sequence to automate reminders and enable seamless stage progression when activities are completed. This will ensure a consistent, efficient, and proactive approach to client management, improving conversion rates. I will automate non-personalized actions using templates and structure the pipeline to accurately track client journeys. Custom reports will be configured to pinpoint drop-off points and provide actionable insights. The system will be fully aligned with your business needs, and I will provide clear documentation for all workflows and processes. The project can be delivered within 2–2.5 weeks, including setup, refinements, and team training. I am confident in meeting your requirements quickly and affordably. Looking forward to delivering a high-quality solution. Thank you.

$140 USD in 7 days

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@kevinp86

❤️ Hi, there. It sounds like you’re looking for a Pipedrive specialist to redesign and automate your follow-up sequence and pipeline stages, aiming for consistency in follow-ups and identifying where clients are dropping off to increase conversions. I have extensive experience managing CRMs like Pipedrive, focusing on automation, filtering, reports, and optimizing sales pipelines. In previous projects, I’ve successfully automated complex follow-up sequences, similar to your 18-step requirement, ensuring tasks trigger reminders and automatically progress clients to the next stage upon completion of activities like emails or calls. One project involved creating a dynamic follow-up system that included automated triggers and templated actions, while also developing a tracking method for client journeys. This involved configuring detailed reports to highlight drop-off points and providing actionable insights for the sales team. Additionally, I trained team members on new workflows to ensure smooth adoption and effectiveness. For your project, I would estimate a timeline of 2 to 2.5 weeks is realistic to see the pipeline in action, given my experience and approach. I would start by understanding your current pipeline and business needs, then implement the automated sequence and reporting tools. My cost for this project would be approximately $2,000, covering setup, configuration, documentation, and training. From your reliable Pipedrive specialist, Regards.

$140 USD in 7 days

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@phebema

Hi, What specific challenges are you currently facing with your follow-up sequence? Based on your description, it sounds like streamlining your CRM processes is key. I can definitely help redesign the follow-up sequence and automate the triggers. I’ve worked extensively with Pipedrive for over 4 years, successfully optimizing sales pipelines and implementing automated follow-up systems. I will analyze drop-off points and create reports that provide actionable insights. Additionally, I’ll ensure everything is well-documented and train your team on the new workflows. For a project like this, I estimate it will take around 2-2.5 weeks, depending on feedback during implementation. Let me know your thoughts or if you need further information! Best, Phebe

$140 USD in 7 days

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@DREAY2004

Hello. My name is David, and I am excited about the opportunity to optimize your Pipedrive CRM system and sales pipeline. With over two years of experience in not only Pipedrive, but also GoHighLevel, ClickFunnels 2.0, Kajabi and other industry-leading CRMs. I’ve successfully built and optimized 190+ funnels, which involved tasks similar to those you require - from email automation to detailed reporting for actionable insights. I understand the importance of creating consistency in follow-ups and being proactive to increase conversions. I have a reputation for consistently meeting and beating deadlines while providing quality results. Choosing me for this project means choosing someone who has proven his worth by delivering top-notch results within tight deadlines coupled with an affordable pricing model. Let's scale your business together!

$200 USD in 10 days