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
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