We are rocking with 2019 projected sales and need to have the very best to equipment our sales team perform at their best.
I need help from someone who has already plugged away at implementing Pipedrive for a team to implement for our company to buy us some speed on implementation. If you know of someone or have used someone's services, please tag their details.
- Client Application page (fills out a questionairre)
- Calendar booking page (assigns lead to sales person that has timeslot available)
- Zoom meeting link creation, send to client with calendar booking confirmation
- Reminder emails to appointment booking
- Pull customer data from IFS
- Manage sales pipeline with comms integrated from email etc
- Personalized msg sent from Bonjouro when payment has been made
- Manage pipeline person / per reagion / overall
- Track communication (emails opened, link clicked)
- Integrate payment notifications from Stripe
- Call & Email directly from app
I hope everyone else's sales are looking great for 2019.