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Consulting industry
Consulting industry
2041 members
5 posts

In this channel we've gathered all those sales and marketing enthusiasts working in the Consulting industry.

  • Are you looking to learn how an expert in your field has implemented Pipedrive to solve the same challenges you are facing?
  • Do you want to ask specific sales and marketing questions to people working in your field?
  • Are you looking to share your own knowledge with others?

If one or all of the above is true, then this is the right channel for you!


Welcome to the Consulting industry channel 🚀 Share and learn! 🚀

Hi all 👋

In an attempt to get more value out of the community we've gathered members working in the same/similar industries in their own industry specific channels. 

Certain generic business problems or Pipedrive setup questions can be similar across your industry. By adding you all into one channel we want to bring you all closer to others who may have already solved certain questions you and your team are dealing with.

In this channel you can connect with people from all over the world working in Sales or Marketing in the same industry as you do making it easier to share and gain knowledge ✨✨

We highly encourage you to:

  • Post you industry specific questions
  • Share industry specific workarounds/tips
  • Create surveys/polls to learn from others in your industry
  • Think of other creative ways to learn and share



I'm just starting my consulting business, and will do a few certifications. Mostly for marketing purposes, but also to ensure my skills within select software is up to par. Does Pipedrive provide Certificates (ie like Hubspot) for showing that one is a "master" user of its Software? 



Expert Pipedrive User: Sales Manager needed for a long-term job

Day Translations is in need of a Sales manager who knows Pipedrive. You must
configure, lead and track all of our Sales Team. Train our sales team, set up PipeDrive, track the success of everyone, install plugins and more.

1. Have experience with Pipedrive.
2. Have the ability to manage others and check milestones
3. Track other's work.
4. Lead others and encourage them to make sales.
5. Ensure that all leads are entered into the Pipedrive system. Monitor them.

If you are interested in this job and you have the intense personality to lead and supervise a sales team, please apply to

Sue Steckle
VP Business Development

Consulting Resource Management

There are two sides to the company I do Business Development for: software sales & services for a software solution we produce and support, and project-based consulting

We have a roster of third party consultants with varying skills that we are able to bid on tendered projects. I need to keep track of their areas of expertise, availability, billable rate, location, and other info to match resources with projects we are able to bid on.

Does anyone here use Pipedrive to manage consulting resources? I am trying to figure out if it would do what I need it to do and am looking for ideas. I am thinking about creating some custom fields, and a web form for each consultant to fill out to provide their details and keep them up to date.  Then, I could search for matches when a tender comes out to know who would be a good fit.

Has anyone tried something like this/have better ideas?