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Consultation

Pipedrive Consultation

Already using Pipedrive CRM? In our experience, most companies don’t fully leverage its potential. We’ll review your setup and show you features you might have missed. If you're paying for a CRM, it’s best to make the most of it.

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Our Most Common Consultations

We help companies get the most out of Pipedrive CRM

Setup

We check if all fields are configured correctly, show you how to manage permissions and data visibility, and improve your reports.

Marketing

Pipedrive isn’t just a sales CRM—it also offers advanced marketing features that your marketing team can benefit from.

Optimizing Sales

Sales teams coming from other CRMs often use Pipedrive the same way. However, there are more efficient ways to work—leading to faster deal closures.

Automation

We can replace dozens of hours of manual work with basic and advanced automation. From handling new inquiries and moving deals through stages to price calculations, discounts, and data validation, automation saves time and boosts efficiency.

Advanced Reporting

Everyone needs reporting, but few truly use it. We’ll help you set up reports so that every morning, you have a clear view of what happened yesterday. Make decisions based on real data, not just gut feelings.

Types of Consultations

Every company has different consultation needs, and we adapt accordingly. These are the two most common types of consultations we offer.

Workshop
1:1

References

Jana Ducháčková
Jana Ducháčková Head of Customer Service, Nobilis Tilia

“Dáváme helped us implement CRM into our systems. They listened to all our requirements and executed them using external services. Before the full launch, they trained everyone working with the CRM, and they continue to be there for us whenever we need support.”

Jakub Salát
Jakub Salát Marketing Manager, Prochazka & Partners

"Together with Dáváme, we migrated from Salesforce to Pipedrive and set up all processes and automations for our sales, business development, and marketing teams. Now, we have a robust system integrating a variety of third-party tools, giving us a clear overview in one place. This allows us to better understand our clients' needs."

Interested in a consultation?

Take advantage of our expertise in setting up Pipedrive. No need to spend hours figuring things out—we’ll show you how it works, set it up, train your team, and ensure you start closing deals as soon as possible.

Shoptet
Rohlig
Profesia
Fortuna
Royaldent
Cleverfarm

FAQ

We prefer an in-person consultation. Is that possible?

We’d be happy to meet you in person at your company. This allows us to involve all department representatives working with Pipedrive. It also gives us a real insight into how your team uses the system, enabling us to provide high-quality recommendations.

What are the differences between the Pipedrive plans? Should we upgrade?

We know Pipedrive inside and out. We can assess whether your current plan meets your needs or if upgrading to a higher plan would provide valuable features for your business.

We’d like to do more marketing with Pipedrive – how do we go about it?

CRM stores all your contacts, which are often used by the marketing team as well. We’ll show you the best ways to leverage Pipedrive’s marketing features and help you integrate them into your workflow.

Do you have any Pipedrive tips and tricks?

We’ll guide you on optimizing your sales pipeline, setting the right deal loss reasons, and effectively closing deals. We’ll also share insights on detecting unfair sales practices and improving productivity in sales meetings.

Read our Blog

Interested in a custom solution?

We’ll connect with you, analyze your processes, and share insights from successful companies. If it interests you, we’ll guide you through the steps and support you throughout your digital transformation.

Contact us
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Tomáš Wiesner CEO | Dáváme s.r.o.
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