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, BAS 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.
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.
The goal of the project is to track the conversion rate of promotions and uniquely identify the customer for each promotion in order to measure the effectiveness of promotions. Conversion is the ratio of users who received a promotional offer to those who made a purchase.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Client: a network of psychological diagnostics and cognitive rehabilitation clinics. The center deals with diagnostics and correction of mental and neuropsychological disorders in children and restoration of cognitive functions. Patients are admitted in two clinics and also online. The company has 15 employees (psychologists, administrators).
Vityaz-KB, a large security company engaged in remote control and fire protection, approached us with the task of structuring and automating the interaction of various departments of the company. The company has been on the market for more than 5 years, has an extensive network of branches and interacts with contracted rapid response services. The company has more than 20 employees in the administrative center, which includes several departments.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
Our client, SolarBuild360, builds and maintains solar power plants across Ukraine. The company was founded in 2018 and has gained a good reputation over the years. The number of installation requests is constantly growing, and to enable the sales department to process them more efficiently, the company’s management decided to integrate Bitrix24.
We were approached by the owner of a furniture business with showrooms in several cities in Ukraine. Because of the need to clarify many details about goods and delivery with clients, the organization of joint work between warehouses and stores was inefficient. Based on the peculiarities of the client’s work, we began to automate the process: from order acceptance to the delivery stage.
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
