PlazaSource Swift Connect

Configuration & Rapid Design Package of your Pipedrive CRM platform. A customized solution designed by our sales and marketing expert to help configure and design a winning CRM Pipedrive platform for your team. Up to 50 users.

Includes

Remote business consultation

Customize and identify pipeline deal stages

Add 20 accounts

Add 20 leads

Add content

Data import

Create and activate users

Sync email

Identify and add deal lost reasons

Customize pipeline deal stages

Create webform “Contact Us Now”

Add up to 20 custom fields

Add up to 5 custom reports

Add up to 5 cold email templates

Up to 2 workflows 

Membership to the PlazaSource Community with a monthly newsletter filled with sales and marketing tips.

Configuration & Rapid Design Package of your Pipedrive CRM platform. A customized solution designed by our sales and marketing expert to help configure and design a winning CRM Pipedrive platform for your team. Up to 25 users.

Includes

Remote business consultation

Customize and identify pipeline deal stages

Add up to 10 accounts 

Add up to 10 leads

Data import

Create and activate users

Sync email

Create webform “Contact Us Now”

Add up to 5 custom fields

Customize pipeline deal stages

Add 1 custom report 

Add 1 cold email template

Membership to PlazaSource Community with a monthly newsletter filled with sales and marketing tips.

PlazaSource Bolt

Get an Extended Trial With Pipedrive

Use our affiliate link to get a free 30-day trial (normally 15 days)

Includes

Self-serve setup of Pipedrive CRM and create your own model.

Membership to PlazaSource Community with a monthly newsletter filled with sales and marketing tips.

Sales Coaching 

Personal Development

Professional Development

One to one sales coaching strategy sessions with Plaza Source Drive1, you will have private recurring strategy sessions with our founder and industry sales leader, Tony A. Ramirez.

Sample Topics:

How to best utilize your Pipedrive CRM

Review and update your ICP - Ideal Customer Profile

Review your current sales process

Explore current lead generation process

Outline a potential digital marketing strategy

Outbound: Cold calls feedback

Outbound: Product pitching feedback 

Outbound: Cold emails and copywriting feedback

Personal Development - growth goals

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