A Pipedrive audit is necessary to identify "hidden" problems and optimize all processes. Even the most well-established system can perform better! The audit helps to understand which features are being used inefficiently, where potential clients are being lost, and how to strengthen interactions with current customers. It’s not just a check-up; it’s an opportunity for significant improvement in team performance, increased sales, and enhanced customer experience. By conducting an audit, you will gain a clear picture of the current situation and receive optimization recommendations that will help your business grow and develop more effectively.
Pipedrive Audit – A Step Towards Efficiency: Evaluating settings and functions to align with business objectives, identifying and addressing shortcomings. The audit uncovers opportunities for improvement and offers specific recommendations for optimizing CRM operations.
Here are the aspects considered during the Pipedrive audit and the issues it helps resolve:
Data Structure Analysis:
Check the settings for deals, contacts, and organizations.
Identification of unused or incorrectly configured fields.
Identifying opportunities to simplify and improve data management.
Sales Process Evaluation:
Analysis of sales funnels and stages of deals.
Identifying bottlenecks in sales processes that lead to lost deals.
Suggestions for optimizing the sales funnel to increase conversion rates.
Automation and workflow verification:
Analysis of configured automations and their effectiveness.
Identification of opportunities for automating routine tasks.
Improving team efficiency through the implementation of automated processes.
Analysis of integrations with other tools:
Checking existing Pipedrive integrations with other systems and applications.
Identifying the necessary integrations that are missing to improve workflows.
Recommendations for optimizing integrations to enhance overall performance.
Review of Reporting and Analytics:
Evaluation of available reports and analytics in Pipedrive.
Identifying the need for additional reports to better understand the sales processes.
Development of customizable reports to ensure in-depth data analysis.
At D4CRM, we help fully diagnose CRM systems and conduct comprehensive audits.
In addition, here’s how we can assist your business:
Pipedrive Audit: We will identify weaknesses and address them to enhance the overall efficiency of the corporate portal.
Setting up and supporting Pipedrive: optimizing processes to maximize customer interactions and increase sales volume.
Integration with Pipedrive and Other Systems: We will ensure seamless integration with critical business systems, including 1C and cloud services, to enhance collaboration and automate processes.
Employee Training: We will conduct a training course for your staff to maximize the benefits of using Pipedrive as an effective tool for managing personnel and resources.
“Chernobyl Global” is an international travel agency actively working with tourists from different countries and using several communication channels. The project is aimed at automating the processes of receiving and processing requests through different channels.
The company “Zima-Leto”, an international tour operator with bus lines and unique routes, faced the need to organize and automate the processes of working with Ukrainian travel agents for domestic tours in Ukraine.
A small hotel in Odessa region with 10 rooms, swimming pool, restaurant and SPA complex decided to improve the level of service and speed up the processing of reservation requests by integrating Bitrix24 to manage interactions with customers through various communication channels and automate reservations.
Development of an adapted Bitrix24 mobile application for a Ukrainian dealer network engaged in regional sales.
Development of an automated system for collecting customer feedback and controlling the quality of services in a construction supermarket operating in the B2B market.
Integration of Bitrix24 system with 1C program to manage sales of building materials in B2B sector. The project is aimed at centralizing data and improving control over operations.
Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.
Integration of online store site with CRM-system Bitrix24 for order management and automation of the process of sending goods via Novaya Pochta.
Implementation of a system of automatic control of overdue payments for Emea trading wholesale company, using Bitrix24 integration with 1C to improve efficiency of work with client base and increase control over accounts receivable.
Why waste time searching when you can start seeing results right away? We invite you to fill out the form below to learn how our team can help your business grow and develop through a Pipedrive audit. Our specialists are ready to share unique insights and offer effective solutions tailored to your needs. Take advantage of the opportunity to communicate directly with our manager, who will answer all your questions and help you create a personalized action plan.
Don’t miss the chance to make your business better today!
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
