Liz P.

⭐ 5-Star Reviews / 🤑 $200k+ Earned on Upwork 🤑 / 🎉 100% Job Success Score 🎉 🌐 🌐 OpsDesigned [dot] com 🌐 🌐 -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- I've been helping businesses implement Pipedrive since 2017, I'm a certified Pipedrive Partner, and Zapier Expert. Specialties: ✅ Pipedrive Setup and Optimization 🚀 Sales Process Design and Automation 📈 Sales Team Training and Process Documentation ⚡ Pipedrive Working Session ⚡ Just need to jumpstart your Pipedrive setup or refresh a Pipedrive Account that's been cobbled together over time? In a Working Session we can: ▶ Optimize your data structures including Pipelines and Stage ▶ Configure custom detail fields for Organizations, People, and Deals (and ensure they're optimized for reporting) ▶ Explore the basics of Zapier integrations and Pipedrive's Workflow Automation including a very common problem new users encounter ▶ Review your Email Settings and explain why they may or may not be best for your organization ▶ Discuss Deal Rot, Forecasting, Expected Close Dates, Activity Optimizations... and more. The possibilities are endless and customized for you. ✅ ✅ If you're ready to get Pipedrive working FOR you, let's chat. I can help! ✅ ✅ ⚡ Sales Process Mapping and Implementation ⚡ ▶ We've configured Pipedrive for dozens of Sales and Operations use cases using Zapier for integrations ▶ Built custom integrations with: Asana, Calendly, Excel, Gravity Forms, G-Suite, HouseCall Pro, JotForm, JustCall, Mailchimp, MailParser, PandaDoc, Pipedrive, SendGrid, ServiceTitan, Surfe, Squarespace, Textline, TextMagic, Trello, Quickbooks, and more 🔥 Mapping & Implementation Process 🔥 👉 We start with Sales Process Mapping to document where process improvement and automation can streamline operations 👉 Then, we Implement! This includes: ▶ Configuring tools like Pipedrive, PandaDoc, Quickbooks, and more ▶ Sales Team and Management Training ▶ Building Automations and Integrations ▶ Creating your Sales Process Handbook