The Monthly Multiplier: Upgrading Your Pipedrive Experience in 2 Powerful Ways
Remember the thrill of implementing Pipedrive? Streamlined workflows, a central hub for your sales data – it felt like a game-changer. But fast forward, and your once-perfect CRM might feel like a patchwork quilt. You're cobbling together spreadsheets, using external tools for tasks that Pipedriveshould handle, and maybe even resorting to some fancy (and error-prone) programming workarounds.
Here's the thing: Pipedrive is a powerful CRM, but as your business scales, its basic functionalities might not be enough. The question isn't whether to ditch Pipedrive altogether, but how to unlock its full potential and avoid the Frankenstein monster of cobbled-together sales solutions.
The Price Paradox: Upgrading Can Save You Money
Let's face it, juggling multiple tools and subscriptions can get expensive. You're paying for that separate email marketing platform, that data analysis software, and who knows what else just to fill the gaps in your basic Pipedrive plan.
Upgrading your Pipedrive plan, particularly to a tier like Pro, might seem like a cost escalation at first glance. But here's the thing: by consolidating everything into one central CRM, you could be saving significant money in the long run.
Think of it like this: wouldn't you rather pay one gym membership for a full suite of equipment and classes, instead of cobbling together individual subscriptions for spin classes, personal training sessions, and a separate yoga studio membership? Upgrading your Pipedrive plan is like investing in a well-equipped gym for your sales team.
Multiplier 1: Upgrade Your Pipedrive Plan
Upgrading your Pipedrive plan unlocks a wealth of benefits that can streamline your sales process and boost your bottom line:
Scale to Match Your Team: Onboard your growing sales force and manage more deals with increased user limits.
Automate Away Busywork: Free up your team's time for selling with powerful automation tools for tasks like lead nurturing and follow-ups.
Gain Deeper Sales Insights: Uncover hidden trends and make data-driven decisions with advanced reporting functionalities.
Customize Your Sales Process: Tailor Pipedrive to your specific needs with custom fields and web forms for effortless lead capture.
Handle Growing Data Needs: Increase your data storage capacity to ensure your valuable sales information is always secure and accessible.
Upgrading your Pipedrive plan gives you a more robust CRM foundation that can handle the complexities of a growing sales team. But there's another level to the game…
Upgrading your Pipedrive plan is a powerful first step. But let's face it, without a solid plan, you and your team will find yourself cobbling together tools all over again. Motii's Healthy CRM plans are your preventative measure, ensuring you never have to revisit the patchwork quilt of sales solutions again.Â
Constant Optimisation, No More Patchwork
We'll constantly monitor your Pipedrive usage, proactively identifying areas for improvement and ensuring you're leveraging all the features your upgraded plan offers. This means you won't accidentally fall back into the trap of external tools and workarounds – Pipedrive will be remain the central hub for all your sales needs. And in the case that an additional tool is required, we’ll make sure it’s fully integrated with your CRM so there’s no double handling.
Maximising Value: Integrations Done Right
The world of CRM integrations can be overwhelming. With Motii by your side, you won't waste time or money on integrations that don't perfectly suit your business. We'll help you identify the best-fit integrations to streamline specific tasks, saving you serious time and boosting your sales team's efficiency.
Your Pipedrive Dream Team
We go beyond just software – we're an extension of your sales team. Our experts are on hand to troubleshoot any issues that arise, ensuring your Pipedrive runs smoothly. And as your team grows, we'll provide comprehensive training sessions to get everyone up to speed and using Pipedrive effectively.
The Unsung Heroes: Data Hygiene and Backups
Let's face it, data hygiene and backups aren't the most exciting aspects of CRM management. But they're crucial! Motii takes care of these behind-the-scenes tasks, ensuring your Pipedrive data is clean, accurate, and always protected. This means you can focus on closing deals with confidence, knowing your sales data is in safe hands.
There’s really no reason to settle for a frustrating sales ecosystem. The feeling you had when you first implemented Pipedrive — having a central hub for your sales data, streamlined workflows and clear systems and workflows — you can have it again. With Motii's Healthy CRM plan, and potentially a Pipedrive upgrade, you can help you rediscover that initial excitement.
Schedule a free consultation with Motii's Pipedrive specialists today! We'll assess your needs and show you how Pipedrive, combined with a Healthy CRM monthly plan, can become the winning formula for your sales success. Let's make sure your Pipedrive is a powerful sales engine that continues to grows and scale with your business.
FREE WEBINAR: Keen to learn Pipedrive best practices? Join me on July 24th for an info-packed Pipedrive training perfect for new and advanced Pipedrive users. Let’s make sure you’re getting the most out of your CRM! 👇
Associate Director at Motii | Pipedrive CRM Experts | Pipedrive and Monday.com official partner in the APAC region | Pipedrive global partner of the year
The ability to stay organised, keep clients and referrers informed, and hit key deadlines is crucial to growing any finance business. Without a streamlined system in place, missed opportunities, wasted time on repetitive tasks, and inconsistent communication can lead to lost revenue.
Integrating Pipedrive with your other business tools is one of the easiest ways to boost your productivity, improve data accuracy, and streamline your processes. Whether you’re just getting started or need help with a custom solution, Motii is here to guide you through the process.