Pipedrive Premier Partner
Maximize Your Sales
Potential with Expert Pipedrive Management
Unlock the full potential of Pipedrive! I help business owners streamline their sales pipeline using automation that ensures every lead is nurtured and opportunities are properly managed.
Full access. No credit card needed.
I fine-tune your Pipedrive setup to align perfectly with your unique sales cycle, ensuring a seamless flow from lead acquisition to deal closure.
Optimized Sales Processes
Say goodbye to manual, time-consuming tasks. My tailored automation strategies save you time and reduce errors, allowing your team to focus on what they do best – selling!
Customized Automation
Leverage the power of analytics. I transform your sales data into actionable insights, helping you make informed decisions that boost your bottom line.
Data-Driven Insights
As Your Pipedrive Premier Partner This is What I can do to help
Pipedrive is a simple CRM that can do a lot out of the box. But with the help of an expert, you achieve faster ROI and get the most out of Pipedrive.
Strategy
I review your business goals and provide solutions.
Implementation
I create a plan to address your specific needs.
Customization
I configure Pipedrive to your unique business needs
Optimization
Periodic reviews to identify improvements & savings.
Data Migration
I migrate data from your old system to Pipedrive.
Automation
I build and maintain your automations.
Personalized Training
I train you and your team to be Pipedrive rockstars!.
Email Campaigns
I design and send out email marketing campaigns.
Pipedrive by the Numbers
40%
Time savings when Pipedrive automations are implemented.
1.5x
More Deals closed when using Pipedrive insights.
13%
Increased win rate for deals with linked activities.
Connect Your Systems
Pipedrive integrates with 350+ software tools, making the possibilities endless. I automate and connect your systems so that your business runs smoothly.
Who am I?
Hey! It’s me, Jared. I thrive working with clients who want to create a strategic partnership to drive their success. I am passionate about what I do and treat each client’s business as if it was my own. Lets work together to save you time and grow your business.
Recent Projects & Blog Posts
Client Results
See how current & past clients feel after working with me on their Pipedrive systems.
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Emma Mills | Owner
“I enjoyed working with Jared, who demonstrated a keen understanding of our business needs right from our initial meeting. His approach was a refreshing change from our previous experiences with contractors. Jared skillfully integrated our systems and established automated workflows, significantly streamlining our sales process.”
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Marissa Jenkins | Ops Manager
“Jared took the time to understand our business needs and provided suggestions and ideas during the first meeting. Which was a considerable improvement from the previous contractor.
He integrated our systems and set up automated workflows, making our sales process a breeze. Jared also suggested CRM configuration improvements that made onboarding new sales reps much easier, saving us 3 hours daily for each sales rep.”
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Samantha Leigh | Sales Manager
“Our collaboration with Jared was a pivotal moment for our marketing firm. His expertise in Pipedrive brought a new level of sophistication to our CRM strategies. Jared didn't just set up the system; he customized it to align perfectly with our workflow, enhancing our client engagement and boosting our overall productivity. His training sessions were invaluable, ensuring our team could leverage Pipedrive's full potential effortlessly.”
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Michael Johnson | Ops Manager
“Jared's proficiency in Pipedrive has been instrumental in streamlining our tech firm's operations. He seamlessly integrated our existing systems with the CRM, creating a unified workflow that has dramatically improved our lead management and conversion rates. Jared's ongoing support and keen insights into CRM optimization have been a significant asset, allowing us to focus more on growth and less on administrative tasks.”
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Rebecca Torres | COO
“Working with Jared transformed how we manage our client relationships. He tailored Pipedrive to fit our unique business needs, making project tracking and client communication more efficient. Jared's automated workflows have been a significant time-saver, allowing us to focus on what we do best – creating beautiful landscape designs. His proactive approach and continuous support have made managing our sales process a breeze."
FAQ
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Pipedrive is a customer relationship management (CRM) tool designed to streamline and enhance sales processes for businesses of all sizes. It offers an intuitive, visual interface that helps manage leads and deals, track communications, and automate repetitive tasks. By using Pipedrive, your business can benefit from increased organization, improved efficiency in sales operations, and enhanced visibility into your sales pipeline. This leads to better customer engagement, more informed decision-making, and ultimately, a boost in sales productivity and revenue growth.
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“Customer relationship management” – or “CRM” for short – refers to the technology and processes that an organization uses to manage its contacts and relationships, both external and internal. These relationships can be with customers, sales leads, advocates, investors and job applicants. This means that, although the “C” in “CRM” stands for “Customer”, these processes and tools can be used to manage much else besides.
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Pipedrive integrates with hundreds of tools and apps through the Pipedrive Marketplace. However, there are instances where a native integration is not available. In that case, I can develop a custom integration for you.
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I take several steps to keep your data within Pipedrive secure. I use a strong password manager, which has multiple levels of security. Every file I work on is saved in an encrypted drive to keep your data secure.
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You can start by booking a free training call where we can discuss your challenges and what strategies would be best for you and your team.
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Yes, I have helped several clients migrate from other systems. With any migration, I follow a through process to ensure the data is transferred and there is minimal disruption to your current operations.
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Yes. As Pipedrive improves its systems, we must discuss how to better leverage the new tools. We discussed these new tools and developed a defined implementation plan to roll out the new feature.