Pipedrive consulting: personal, proactive & professional


Optimize your sales process with our professional Pipedrive consulting. We are your reliable partner for all aspects of the powerful CRM - from implementation to training your employees.

  • Experienced know-how in IT, marketing and sales
  • Experts in process analysis, implementation & design
  • Full-service agency & ongoing support

Pipedrive Consulting Pipedrive Implementation Pipedrive Configuration

Pipedrive consulting service overview

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We are pleased to introduce you to our comprehensive Pipedrive consulting services. We adapt the complete package flexibly to the needs of your company and create a customized offer for you. 

Of course, you can also make use of individual services. Our team will support you in all aspects, both in an advisory and operational capacity.
Pipedrive_Beratung_EN

Audit of existing Systems

Our audit service for existing Pipedrive systems offers you a comprehensive review of your CRM. Our experienced consultants will thoroughly analyze your tool to uncover potential weaknesses, legal gaps and opportunities for improvement. With our in-depth findings and concrete recommendations for action, you can take your sales system to the next level.

Process analysis & consulting

We support you in optimizing your digital business processes. We analyze your processes in detail and identify bottlenecks, inefficiencies and potential for improvement. With tailored recommendations and proven practical methods, we help you to develop more effective and efficient processes.

Process design & implementation

Our team is on hand to help you design and implement effective processes. From conception to practical implementation, we develop customized solutions that take your individual requirements and goals into account. Through a structured approach and close collaboration with your team, we ensure that the new processes are seamlessly integrated into your company's workflows.

Measurement & evaluation of relevant data

Thanks to the measurement and analysis of relevant data, you gain valuable insights into your sales and marketing processes. We help you to record and identify the right data sources and metrics in order to carry out meaningful analyses. Based on these findings, you can create reports, make well-founded decisions and continuously improve your sales.

Long-term care & support

In addition to implementing your CRM system, we also support you in its long-term maintenance. We ensure that your IT infrastructure is continuously maintained and updated to guarantee optimum performance and security. Long-term partnerships are important to us. That is why we are always at your side with fast support and comprehensive assistance.

Increase your sales efficiency with our professional Pipedrive advice

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Arrange a free initial consultation with our team of experts today.

How do we work as a Pipedrive agency?

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To give you an initial insight into how we work, we would like to present a customer example from our day-to-day work below. We have already worked with customers from various industries and supported them with the integration of their CRM system.

 

Experienced know-how in IT, marketing and sales

Thanks to our many years of practical experience, we combine in-depth knowledge of IT, marketing and sales. Thanks to our wide range of skills, we are able to develop a comprehensive understanding of complex tasks and offer you a holistic service. As a result, you benefit from accelerated workflows and optimized processes.

Experts in process analysis, implementation & design

With our expertise in process analysis, implementation and design, we offer tailor-made solutions to optimize your business processes. We translate your requirements & ideas into technical solutions and ensure that you can use your new CRM system as quickly as possible. Together we develop efficient workflows and eliminate bottlenecks.

Full-Service-Agentur & laufender Support

As a full-service agency, we offer you a wide range of CRM services from a single source. Successful implementation is just the beginning of our collaboration. We attach great importance to ensuring that your CRM program receives appropriate long-term maintenance and service. This means that you can continue to benefit from the advantages of your tool in the future and enjoy long-term success.

Our Approach

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  • 1. Inventory
  • 2. Strategy & Implementation
  • 3. Ongoing support

1. Initial meeting & assessment 


First, we have a free online meeting to get to know each other. We analyze your current situation and carry out a comprehensive assessment. During this time, we gain an overview of your company, your processes, your planned project and the systems you already use.

2. Strategy & Implementation 

In the next step, we develop a comprehensive strategy, define clear goals and create a detailed project plan for the Pipedrive setup. During the implementation phase, we are in close contact with your company to ensure the best possible results.  

We make sure that your individual business requirements are translated into technical solutions and ensure that you can use your Pipedrive CRM as quickly as possible.

3. Ongoing support  

CRM systems such as Pipedrive are subject to continuous development and must be adapted to the challenges of digitalization. We therefore offer our customers comprehensive support, system maintenance and training. 

We are always available to answer your questions and overcome any challenges. In addition, we adapt the CRM flexibly to company-specific, economic, technical and legal changes. 

 

What previous clients have to say

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Out experts in Pipedrive consulting

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Katharina Krug

CEO & Founder

Katharina is largely responsible for the fact that kkvision can write so many success stories with its customers. Because without Katharina as Founder and Managing Director, kkvision would not exist at all. After studying Media Informatics, she started out as an entrepreneur in the field of CRM and Marketing Automation.

Katharina not only keeps an eye on the big picture, but also on each individual project and the needs of each customer and employee. As a supervisor, she supports new project managers with her experience and provides important creative food-for-thought when problems arise.

Outside of work, Katharina appreciates good food and creativity. She has already recreated one Picasso piece or the other, with Lego. She also always looks forward to loud engine noise and squeaking rubber when Formula 1 does its laps on race weekends.

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Luca Körner

CTO & Managing Director

Luca is the Chief Technical Officer and Managing Director at kkvision. So, it's no surprise that he chose to pursue a career in the technical field right from the start. Before studying IT, Luca had already exerted the Event Technician trade, with a focus on audio and frequency technology. After graduating, he devoted himself primarily to IT security.

Luca is a thinker and leader. As a Project Manager, he gives each project the structure and dynamic it needs to achieve the best possible result in the most effective way. His cross-industry project experience, but above all in the area of software solutions and CRM, gives him the sovereignty that is important in large projects.

Luca is also a pack of energy in his free time. Sailing or climbing is the best way for him to relax, after a hard day's work. He is also considered a friend of cultivated music.

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Daniel Szaloczi

Administrator & Developer

Daniel is one of our hard-working IT administrators and developers. Here he takes care of the implementation of automation processes or individual web solutions. He is considered an expert especially for the CRM systems Salesforce, Hubspot and Marketo.

Daniel is a teacher and found his way to kkvision through his passion for IT as a career changer. He has used a lot of free time, effort and sweat to acquire expertise in the field of Web Development and Marketing Automation. Numerous certificates underpin his knowledge. And yet Daniel has never neglected his warm-hearted nature and his pedagogical approaches, which makes him the perfect choice as a Workshop Leader in our kkvision workshops.

Daniel is the happy father of two daughters, which he also undeniably describes as his greatest hobby. And if things get too colorful for him at home, he jumps on his bike and enjoys nature.

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Kezia Adesanya

Administrator & Developer

As an IT administrator and developer, Kezia ensures the smooth implementation of customer requirements in various projects. Her specialty includes Marketing Automation and Web Development. But also the modeling of databases for the optimal use of CRM and CMS software, as well as system administration, are part of it.

Kezia was able to acquire expertise in the field of software development as well as in the field of Project Management in the Bachelor's degree program in Industrial Engineering and Management, and has already brought this knowledge to bear in many projects. As a true "techie" you can feel her passion for her work. In a good mood and always motivated, Kezia is always available to customers and her team.

In her free time, Kezia likes to hit the dance floor. Either classic with salsa, or a little wilder with raves. Besides music, Kezia also enjoys other forms of art, most notably colorful anime.

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Katharina Krug

CEO & Founder

Katharina is largely responsible for the fact that kkvision can write so many success stories with its customers. Because without Katharina as Founder and Managing Director, kkvision would not exist at all. After studying Media Informatics, she started out as an entrepreneur in the field of CRM and Marketing Automation.

Katharina not only keeps an eye on the big picture, but also on each individual project and the needs of each customer and employee. As a supervisor, she supports new project managers with her experience and provides important creative food-for-thought when problems arise.

Outside of work, Katharina appreciates good food and creativity. She has already recreated one Picasso piece or the other, with Lego. She also always looks forward to loud engine noise and squeaking rubber when Formula 1 does its laps on race weekends.

X

Luca Körner

CTO & Managing Director

Luca is the Chief Technical Officer and Managing Director at kkvision. So, it's no surprise that he chose to pursue a career in the technical field right from the start. Before studying IT, Luca had already exerted the Event Technician trade, with a focus on audio and frequency technology. After graduating, he devoted himself primarily to IT security.

Luca is a thinker and leader. As a Project Manager, he gives each project the structure and dynamic it needs to achieve the best possible result in the most effective way. His cross-industry project experience, but above all in the area of software solutions and CRM, gives him the sovereignty that is important in large projects.

Luca is also a pack of energy in his free time. Sailing or climbing is the best way for him to relax, after a hard day's work. He is also considered a friend of cultivated music.

X

Daniel Szaloczi

Administrator & Developer

Daniel is one of our hard-working IT administrators and developers. Here he takes care of the implementation of automation processes or individual web solutions. He is considered an expert especially for the CRM systems Salesforce, Hubspot and Marketo.

Daniel is a teacher and found his way to kkvision through his passion for IT as a career changer. He has used a lot of free time, effort and sweat to acquire expertise in the field of Web Development and Marketing Automation. Numerous certificates underpin his knowledge. And yet Daniel has never neglected his warm-hearted nature and his pedagogical approaches, which makes him the perfect choice as a Workshop Leader in our kkvision workshops.

Daniel is the happy father of two daughters, which he also undeniably describes as his greatest hobby. And if things get too colorful for him at home, he jumps on his bike and enjoys nature.

X

Kezia Adesanya

Administrator & Developer

As an IT administrator and developer, Kezia ensures the smooth implementation of customer requirements in various projects. Her specialty includes Marketing Automation and Web Development. But also the modeling of databases for the optimal use of CRM and CMS software, as well as system administration, are part of it.

Kezia was able to acquire expertise in the field of software development as well as in the field of Project Management in the Bachelor's degree program in Industrial Engineering and Management, and has already brought this knowledge to bear in many projects. As a true "techie" you can feel her passion for her work. In a good mood and always motivated, Kezia is always available to customers and her team.

In her free time, Kezia likes to hit the dance floor. Either classic with salsa, or a little wilder with raves. Besides music, Kezia also enjoys other forms of art, most notably colorful anime.

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Are you ready to lift your sales to the next level?

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Arrange a free consultation

Frequently Asked Questions

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What is Pipedrive?

Pipedrive is a CRM tool that helps companies to organize, manage and automate their sales process efficiently. It offers a user-friendly interface and a wide range of functions.  

Among other things, sales activities and customer relationships can be tracked, established, managed and analyzed. With Pipedrive, companies can optimize their sales strategy, increase turnover and make the entire sales process more effective.  

Marketing automation can also be increasingly mapped with the smart tool.

What makes Pipedrive special and what advantages does it offer?

Compared to other CRM systems, Pipedrive is significantly leaner, more beginner-friendly and more cost-effective. The focus of the platform is on sales automation, but it also increasingly offers options for marketing automation.

Who is Pipedrive suitable for?

Small and medium-sized companies that are just starting out with customer relationship management will particularly enjoy the platform. It is beginner-friendly and yet complex enough to cover the most important sales activities.

How much does Pipedrive cost?

Pipedrive offers various service packages, the price of which is calculated according to the number of users and the scope of services. Currently (June 2023), prices range between €15 and €100 per month per user.

Why do I need a Pipedrive consultation?

Although Pipedrive is relatively easy to implement compared to other CRM systems, errors can quickly occur due to a lack of knowledge. Correcting these afterwards is time-consuming and costly. Furthermore, small companies in particular often lack the necessary technical and human IT resources.  

As a specialized CRM agency, we bring together extensive know-how from marketing, sales and IT. We make this many years of practical knowledge available to you. So you can be sure that your new system will be implemented quickly, professionally and ready for use.

Is Pipedrive GDPR compliant?

As with all common CRM systems, Pipedrive is subject to special data protection regulations and precautionary measures. A professional Pipedrive implementation is required to ensure that these are adhered to.  

Training your own employees in handling sensitive data is also essential. If these points are guaranteed, the tool can be used in compliance with the GDPR.