CRM Implementation

Work more effectively and close more deals with Pipedrive, the premiere
CRM program made by salespeople, for salespeople

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The best CRM tool and the guidance to leverage it
to its full potential

To succeed in sales, you need every advantage you can get, and in the information age, that means cutting-edge IT. Pipedrive CRM takes the tedium and legwork out of your sales operations with powerful organization and automation features, and provides valuable data to inform your sales strategy. As an affiliate partner of Pipedrive CRM, OPTIMA will assist you with implementing it into your systems and instruct employees at every level on how to get the most out of it. Your sales managers will get unprecedented insight into all your sales activities, and your sales reps will have enough extra time and intel to close more deals.

Key benefits of Pipedrive CRM Implementation:

  • More time to put toward innovation, getting more leads, and closing deals
  • Valuable statistics and reports to measure goals and inform strategy
  • Greater visibility into client communications for better scheduling and reduced errors
  • New digital tools to gather and qualify leads

Try Pipedrive 30 day for free

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Features of Pipedrive CRM Include:

Customizable web forms and chatbots

Customizable web forms and chatbots

Engage immediately with customers using web forms and chatbots.

Communication tracking and archiving

Communication tracking and archiving

Keep track of important customer correspondence and search for important emails when you need them.

Administrative task automation

Administrative task automation

Spend more time closing deals by automating admin tasks.

Integration with mobile apps

Integration with mobile apps

Access your CRM on the go through convenient mobile app integration.

Detailed performance reports and sales data

Detailed performance reports and sales data

Find out what works best by studying detailed reports and data points.

Privacy and security controls

Privacy and security controls

Control access to confidential information through rigorous privacy and security controls.

Deal management tools

Deal management tools

Close more deals with highly-effective management systems.

Customizable lead profiles

Customizable lead profiles

Convert more leads by prioritizing them more effectively.

A highly-rated CRM at your disposal

Used by over 100,000 companies in 179 countries, Pipedrive delivers results for every industry

28%

average increase in close rate after users’ first year

#1

CRM in Software Reviews’ Data Quadrant 2018 and 2019

$85B

worth of closed deals for 100,000+ companies

60

seconds or less customer support response time

4.5

Star rating for ‘ease of use’ by Capterra

Who benefits from Pipedrive CRM Implementation?

Pipedrive enables your sales team to work more efficiently, provides senior management access to real-time dashboard and reporting, and gives your clients better follow-up from your team

Executives and C-level

Sales Reps

Sales Managers

Marketing

IT Team

Customer Service

Your current and future clients

Customize Pipedrive for your business with OPTIMA

As Thailand's only certified Premier Partner of Pipedrive, OPTIMA has the expertise to create a customized Pipedrive CRM that fits your business needs. Get in touch with us to learn more.

Try Pipedrive now

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Proven, Active Methodology

FACE-TO-FACE TRAINING PLUS WEB-BASED INSTRUCTIONROLE PLAYS & REHEARSALS USING REAL-LIFE CLIENT CASESPERSONALIZED INSTRUCTION FOR OPTIMAL IMPLEMENTATIONONGOING FEEDBACK FROM YOUR OPTIMA CONSULTANT

ENQUIRE NOW

Try Pipedrive 30 day for free

Choose the best plan for you

(Save up to 17%)

Essential

3,000 active deal
30 custom fields
15 reports

US$12 .50

Per user per month, billed annually

One payment of US$150 per user/year

Try it free

30 day FREE trial. No credit card required.


 


  • Lead, deal, calendar and pipeline management

  • Simple data import and easy customization

  • 24/7 support and 300+ integrations

See all plan features

Advanced

10,000 active deal
100 custom fields
30 reports

US$24 .90

Per user per month, billed annually

One payment of US$298.80 per user/year

Try it free

30 day FREE trial. No credit card required.


Essential Plan +


  • Full email sync with templates and scheduling

  • Group emailing plus open and click tracking

  • Workflow builder with triggered automations

See all plan features

RECOMMENDED

Professional

100,000 active deal
1000 custom fields
150 reports

US$49 .90

Per user per month, billed annually

One payment of US$598.80 per user/year

Try it free

30 day FREE trial. No credit card required.


Advanced Plan +


  • Create, manage and eSign documents and contracts

  • Revenue projections, forecasts and enhanced custom reporting

See all plan features

Enterprise

Unlimited active deal
Unlimited custom fields
Unlimited reports

US$74 .90

Per user per month, billed annually

One payment of US$898.80 per user/year

Try it free

30 day FREE trial. No credit card required.


Professional Plan +


  • Unlimited user permission and visibility settings

  • Additional and heightened security preferences

  • Implementation program and phone support

  • No feature usage limits

See all plan features

Implementation services and user training are available in English & Thai and quoted separately

Our clients share their experience using Pipedrive

With a rapidly growing Business Development team at Morphosis, it was necessary to adopt new technologies to support our team’s growth and manage our sales opportunities. OPTIMA was engaged to assist us in this transformation, conducting a thorough discovery of our needs and sales processes, allowing for a seamless implementation of Pipedrive, a CRM solution, which remains a cornerstone to our business.

Their professional and systematic approach to solving our needs enabled our team to become more effective and close more deals!

Chris Regel
Chris Regel

Chris Regel
Senior Partner, Head of Business Development
Morphosis & Seven Peaks Software

As our sales team has always been using the traditional way to keep track of our customers' activity reports, we realize that to optimize our productivity we need a better platform that can allow us to better perform. OPTIMA has been very helpful in providing us with the platform required for sales CRM as well as assisting us in every process of building the sales approaches; this goes from the configuration of the data field, products generation, the generation of sales stages, and the KPI dashboards. All of which have been specifically tailored to our sales team from the coaching session.

This had helped reinforce the core of our sales and we highly recommend OPTIMA for their enthusiastic mindset and professionalism.

Chris Regel
Warit Sasisech

Warit Sasisech
Sales & Product Engineer
CDG Group Thailand