- Soluciones CRM
CRM Support
CRM support to keep your business operations running smoothly
We address questions, issues, and CRM adjustments so that your team can continue working as usual.
When a problem arises in the CRM, an automation stops working, or the team needs help with a configuration, we analyze the situation and seek a practical solution.
- Incident resolution
- Settings and configurations
- Support for your team
Common problems
When the CRM gives rise to questions or problems, the team loses time.
A minor issue can affect the sales process if the user does not know how to resolve it, or if a configuration stops working correctly.
That is why it is important to have support available when operational problems arise within the CRM.
Settings that do not work as they should
Some setting stopped responding correctly.
Users with questions
The team needs help performing a task within the CRM.
Automations with issues
An automatic rule fails to execute or produces an unexpected result.
Incorrect information or views
The data, filters, or reports are not displayed as expected.
A small issue in the CRM can result in lost time for the entire team.
WHAT DOES CRM SUPPORT INCLUDE?
We help you solve everyday problems
Support may include review, diagnosis, and adjustments related to the routine operation of the CRM.
Configuration and settings
We review configurations that require correction or modification.
Integrations
We review issues related to connections between the CRM and other tools.
Reports and views
We review filters, reports, dashboards, or ways of visualizing information.
Automations
We are analyzing automated rules that are not functioning correctly.
Users and access
We assist with permissions, visibility, users, or access.
Usage inquiries
We answer questions about how to perform specific tasks within the CRM.
FREQUENT CASES
Some situations in which we can help you
- An automation stopped running
- A user cannot view certain information
- A lead or deal was not assigned correctly
- A form stopped creating records
- An integration is not sending information
- A report shows incorrect data
- The equipment needs to have a field or stage adjusted.
- There is a question about how to carry out a task.
HOW DO WE HANDLE A CASE?
We review the problem before making changes.
Step 1
We receive the case: We understand what is happening and who is being affected.
Step 2
We review: We analyze the related configuration, behavior, or process.
Step 3
We diagnose: We identify the probable cause of the problem.
Step 4
We make corrections: We carry out the necessary adjustment when appropriate.
Step 5
We validate: We verify that the solution functions correctly.
Step 6
We provide information: We explain what happened and what was done to resolve it.
SUPPORT OR OPTIMIZATION
Do you need to solve a problem or improve the structure?
SUPPORT
When you need to resolve an issue, a question, or an operational adjustment.
- Error in an automation
- Access issue
- Integration with impact
- Incorrect report
- Configuration adjustment
- Question about usage
OPTIMIZATION AND CUSTOMIZATION
When you need to review and improve the structure of your CRM in greater depth.
- Reorganize funnels
- Simplify processes
- Redesign automations
- Review field structure
- Adjust permissions
- Modify important settings
If, during a support case, we determine that the issue requires a more in-depth review, we may recommend an optimization.
SUPPORT FOR YOUR EQUIPMENT
We also help users continue working
Not all cases involve technical faults. Often, the team simply needs guidance on how to use a feature, adjust a configuration, or resolve a specific situation within the CRM.
Support can help minimize disruptions and empower users with greater autonomy.
Less downtime
The team has somewhere to turn when a problem arises.
Greater continuity
The commercial process can continue to function.The commercial process can continue to function.
Greater security
Users can resolve questions without making improvised changes.
Better use of the CRM
Operational questions can turn into learning opportunities.
RESULTS
Fewer interruptions and greater continuity in your operation
The goal of support is to help ensure that CRM issues have the least possible impact on sales operations.
- Incidents handled in an orderly manner
- Corrected settings
- Less time wasted
- Users with greater clarity
- Automations reviewed
- Integrations with better tracking
- Greater operational continuity
Support does more than just resolve issues. It also helps the team continue working with confidence.
RELATED SERVICES
When the problem requires something more than support
Optimization and Customization:
When it is advisable to conduct a more in-depth review or reorganization of the CRM
Integration and Migration:
When the incident is related to external systems or platform changes.
Training and Adoption:
When frequent questions indicate that the team needs more preparation.
CRM Implementation:
When it is necessary to build or completely reorganize the structure.
- Pipedrive
Support for Pipedrive CRM
As a Pipedrive partner, we help companies address questions, resolve issues, and make adjustments related to their use of the platform.
We can review configurations, automations, user settings, reports, integrations, and operational scenarios that impact the team’s work.
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.