- CRM Solutions
CRM Optimization and Customization
To better adapt it to your business
We improve the structure, configuration, and operation of your CRM so that it better aligns with the way your company works.
If your CRM is already up and running but includes confusing processes, configurations that add no value, or specific needs that the tool does not yet address, we can help you review, simplify, and adapt it.
- Simpler and more efficient CRM
- Configuration tailored to your operation
- Better use of available functions
Common problems
Having a CRM does not mean that it is performing as well as it could.
Over time, a CRM can accumulate unnecessary fields, unclear processes, automations that no longer align with current operations, or configurations that fail to keep pace with the company’s growth.
Specific needs may also arise that require adapting the tool beyond its initial setup.
Processes that became complex
The CRM has too many steps or rules that make the work difficult.
Poorly organized information
There are duplicate fields, unnecessary information, or important data that are not being recorded.
Not very useful automations
There are automated tasks that no longer provide value, or new opportunities for automation.
Unmet specific needs
The company needs the CRM to better adapt to its specific way of working.
Optimizing does not mean adding more features. It means making the CRM more useful.
WHAT DO WE OPTIMIZE?
We improve what already exists
We review the current configuration to identify what can be simplified, reorganized, or improved.
Funnels and stages
We review whether the stages accurately reflect the sales process.
Activities and follow-up
We improve the way the team manages tasks, calls, meetings, and next steps.
Users and permissions
We adjust responsibilities, access, and visibility whenever necessary.
Fields and information
We remove, reorganize, or incorporate data according to current needs.
Automations
We review existing rules and identify new opportunities to reduce manual work.
Reports and indicators
We are improving the tracking structure to obtain more useful information.
WHAT DO WE CUSTOMIZE?
We adapt the CRM when your process requires something more specific.
Not all companies operate in the same way. When the standard configuration is not enough, we tailor the CRM to better address specific processes, rules, and needs.
Custom fields
We create information structures tailored to your business.
Rules and automations
We design automatic behaviors based on specific conditions.
Views and tracking
We organize filters, lists, and workflows to facilitate operations.
Funnels and special processes
We set up different workflows when the company needs to manage distinct processes.
Users, permissions, and visibility
Configure who can view, edit, and manage specific information.
Procesos particulares
We adapt the CRM to the specific requirements of the industry or business model.
Your company shouldn’t change the way it works just to adapt to the CRM.
OPTIMIZATION OR CUSTOMIZATION
What does your CRM need?
OPTIMIZATION
When the CRM is already up and running, but could work better.
- Simplify processes
- Organize information
- Improve automations
- Reorganize funnels
- Review reports
- Remove unnecessary settings
CUSTOMIZATION
When the CRM needs to adapt to a specific need of your company.
- Special fields
- Specific rules
- Different types of processes
- Specific permissions
- Conditional automations
- Configurations tailored to the business
In many projects, both needs appear together:
First, we optimize what already exists, and then we adapt what truly requires a special configuration.
HOW DO WE WORK?
First, we review. Then, we decide what to change.
Step 1
We review the current situation: We analyze how the CRM is configured and how it is used.
Step 2
We identify issues: We detect unnecessary configurations, limitations, and opportunities for improvement.
Step 3
We prioritize: We define what should be simplified, improved, or adapted.
Step 4
We design the changes: We determine what the new configuration should look like.
Step 5
We configure and test: We apply the settings and validate their operation.
Step 6
We provide support: We assist the team throughout the change and make adjustments whenever necessary.
RESULTS
A simpler, more useful CRM that’s aligned with your operations
The ultimate goal is for the CRM to help the team work better and for the company to have clearer information to monitor its sales process.
- Fewer unnecessary settings
- Clearer processes
- Better-organized information
- Most useful automations
- CRM tailored to specific needs
- Better experience for users
- Greater visibility for management
The best CRM is not the one with the most settings, but the one that best facilitates your work.
RELATED SERVICES
We can complement the optimization with other solutions.
Integration and Migration:
When the CRM needs to connect with other applications or receive information from other systems.
Training and Adoption:
When changes also require preparing the team and improving how they use the CRM
Support:
To support adjustments and address issues following the changes.
CRM Implementation:
When the review shows that it is advisable to completely reorganize the structure.
- Pipedrive
Pipedrive Optimization and Customization
As a Pipedrive partner, we help review and improve existing platform configurations, including pipelines, fields, automations, users, permissions, activities, and reports.
We can also tailor the structure to the specific needs of your sales process whenever the standard configuration requires further adjustments.
DO YOU HAVE DOUBTS OR QUESTIONS? WE ARE HERE TO HELP YOU.
WE ARE A PIPEDRIVE CERTIFIED PARTNER.
We provide support to all Pipedrive users.
We help them enhance their CRM through training for sales and management teams, process optimization, automations, integrations, and guidance based on best practices and experiences to achieve their business goals.
Ready to optimize your business process?
Book a free consultation session and discover how Pipedrive can help you sell more.