How do you learn about the companies processes to make a PD?
I am a software developer, and I have been tasked with designing and implementing a pipedrive for a third-party company.
I've already learned how to automate tasks, and I still need to learn about integrations.
But there's a topic I haven't heard about yet, and that's the process where the client company expresses their needs. I believe that to achieve an efficient pipedrive, the designer must thoroughly understand the company's processes and even perform implementation, monitoring, and maintenance work.
I imagine that the best communication tool would be to use diagrams detailing the business processes and a weekly communication.
Do you do any of this? What do you call it? Do you think it's as essential as I do?
My manager has asked me to set up a pipedrive without providing any information about the company, and I find it ridiculous. I won't be able to create a good pipedrive without knowing about the companies procceses.
Answers
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@Amit Sarda (AmitSarda.xyz) @Edie Mew have you faced anything similar while helping your own clients? Any advice you can provide to Alberto? Thanks in advance!
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Hi @AlbertoG , our blog features a treasure trove of articles from which you may draw inspiration. I'm sharing a few that may be close to your case.
A team leader’s guide to project management
How to launch a new product with 5 strategies to help you succeed
An 8-step guide to seamless CRM implementation
On a more technical side, you can also seek help from our sister community for Pipedrive developers here.
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