Upwork home
Sign up
Secondary
Ben F.
Melbourne, Australia
100% Job Success

Pipedrive CRM Expert

I specialise in Pipedrive CRM and monday.com implementation. An expert in sales, project management and marketing automation, I am a monday.com certified partner and a Pipedrive Elite-Level partner. With many years experience at an executive level as a chief operations officer, I know what it takes to not only successfully setup and integrate Pipedrive and monday.com with other systems but how to integrate these platforms with the existing workflows of your business. I am a Pipedrive CRM Elite-Level Partner and have passed the Pipedrive 'expert' test and the monday.com authorised partner program. I am also the only Elite Partner in the Asia-Pac region and was named Pipedrive's No.1 partner for Australia and New Zealand in 2022. I use both Pipedrive and monday.com everyday inside my business as well as implementing both systems for more than 200 clients worldwide since 2017. My clients range in size from 5 Users to more than 500 Users. I have experience in integrating Pipedrive and monday.com via Zapier and API with more than 50 other software platforms including: PandaDoc, Docusign, GetAccept, JustCall, Kixie, Toky, Autopilot, MailChimp, Google Data Studio, LinkedIn, Lusha, Facebook, G-Suite products, Xero, Quickbooks, Slack, Gravity Forms, Cognito Forms, TypeForm and many more. Pipedrive and monday.com My approach is to analyse all your current processes and business functions, explain in detail how Pipedrive and monday.com are designed to function and work with you to choose the best way for your business to use the software. We can provide a detailed CRM and Work OS implementation strategy including: **Recommendations on how to structure your pipelines, boards and groups **Setting up users in the system **Integrating Pipedrive and monday.com with other systems **Importing data **Setting up filters **Building reports and dashboards **Managing users and permissions **Providing live training for you and your team **Creating training videos using your system My skills mean that you save time, money plus make all the right decisions when it comes to implementing Pipedrive and monday.com

Skills

  • Sales Operations

Browse similar freelancers