Need suggestions for cleaning up Pipedrive.

Jeff Decker
Jeff Decker Member Posts: 3 VERIFIED MEMBER
edited June 2022 in Sales CRM #1

I am looking for a way to clean up our current Pipedrive instance to reduce a bunch of unnecessary clutter.  

The issue we are facing is the original process setup at our company was for the sales team to run a deal through their pipeline.  When the sales team was done they would create a new deal for the accounting department to invoice.  The accounting department would create a new deal for the hardware ordering department, who would create a new deal for the onboarding department.  As you can see for one true deal we ended up with a minimum of 4 deals tied to an organization.  Then when you throw in a new future deal we ended up with another 4 deals for 8 deals tied to an organization when it should have been 2 deals maximum.

I am looking for any suggestions on how to clean this up if possible.

Thanks for any suggestions.

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  • Pawel Ostrowski
    Pawel Ostrowski Member Posts: 7 VERIFIED MEMBER
    First Comment
    edited June 2022 #2

    Hi @Jeff Decker ,

    If you are looking for someone to clean up your Pipedrive, I would like to recommend you SoftwareSupp.com

    SoftwareSupp is an elite network of verified professionals, top specialists in the field (including Verified Pipedrive Experts), so you can be sure, you will move fast, complete any type of work on time and in quality way.

    We'll be happy to help. Would you mind jumping on an introductory call to discuss how we can work together? Please book a meeting here https://calendly.com/softwaresupp/software-consultation. A word about us we are a Pipedrive partner experienced in working with brands to boost their PD and workflows. Also, let me share one of our projects: https://softwaresupp.com/blog/versabox-case-study

    Kind Regards
    Pawel
     

     

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