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Improve business relationships to grow your business.
Your CRM system should keep your company connected to customers, streamline processes, and improve profitability.
Implementing the right system can make all the difference in finding success.
It’s time to make the switch: free up some valuable time for your team to report the critical information gathered from leads and clients and turn them into actionable insights to improve your deal closing velocity.
Sales Process Design:
Our approach to integrations and automation begins with crafting a customized sales process that embodies the current best practices and aligns seamlessly with your business goals.
As Pipedrive experts, we build a CRM environment that’s not just about managing contacts but is an active tool in your sales process, ensuring that every step from lead capture to deal closure is automated for efficiency and effectiveness.
This strategic design leads to streamlined workflows, allowing your team to focus on selling, not on the process.
Actionable Insights at Your Fingertips:
With Pipedrive, your ability to make informed decisions is enhanced through dynamic dashboards and reporting features. Our consultancy dives deep into your business metrics to configure a dashboard that brings critical data to the surface.
We focus on setting up reporting that doesn’t just collect data but translates it into actionable insights, enabling you to measure performance, forecast with precision, and refine your sales strategies based on real-time analytics.
Ongoing Empowerment and Optimization:
Our relationship with clients doesn’t end at implementation. We provide continuous support, training, and strategic improvements to ensure that Pipedrive is not only adopted smoothly but is also used to its full potential.
From personalized training sessions that empower your team to make the most of the CRM, to ongoing support and iterative improvements, we stay with you every step of the way to ensure that your investment in CRM technology continually yields increased sales and marketing results.
See your entire sales process at a glance. Update deals by dragging and dropping them into place.
Schedule reminders for all your sales activities. Stay on top of all your deals. Never miss a follow-up.
Generate quality leads for your pipeline with fully customizable online forms placed right on your website.
Set up your pipeline to match your sales cycle. Add custom stages and fields.
Filter, categorize, segment and sort leads to create targeted lists for personalized communications.
Get detailed reporting on sales and key activities. Track progress against goals in your dashboard.
Collaborate on deals and activities with colleagues. Share updates on sales operations and wins.
See a full history of all calls, emails, meetings and notes associated with every deal and contact.
Forecast sales volume and revenue based on your pipeline. See automatic calculations as deals are updated.
We leverage our global cross-industry expertise to develop customized solutions.
As an authorized partner, Altera Consulting possesses deep knowledge and expertise in Pipedrive, ensuring a seamless and efficient implementation tailored to your needs.
From understanding specific business requirements (tech/ people/ process) to post-implementation support, Altera Consulting offers a comprehensive range of services. This holistic approach ensures that businesses not only get their software implemented but also derive maximum value from it.
Partner with us to gain a strategic edge. Our forward-thinking approach ensures your organization remains ahead, adapting in a rapidly evolving digital world, keeping you competitive and ahead of industry trends.
