For most clients, this is the place we recommend that you start. This package is ideal for small sales teams, or for larger teams wanting to be up and running on a simple to use CRM system as quickly as possible. This system also serves as the base platform form more complex customizations and integrations. It includes one customized sales pipeline, custom fields, goals, forecasting, one Web-To-Lead form, and basic integrations to your email system, your Google Drive and Calendar, and Slack Team, onboarding and basic training of up to 2 key team members, and can be completed in as little as two days, depending on availability of the client.
Provision your Pipedrive account on a 30-day free trial (If you don't already have an account)
Import current contacts into Pipedrive from Excel spreadsheet or another CRM
Set up one custom pipeline based on your current deal flow
Set up custom fields as needed to best categorize Contacts, Organizations, and Deals
Set up Deal Stages and Deal Rotting (alerts you when things start to stagnate) if needed
Every one of the MeasureMatch network of service providers has been through a stringent application process, including an interview to ensure relevance of Service providers and quality of delivery. And each is fully aware of the how the platform works, including the commercial framework.
On one side, through a Client account, the platform is for business leaders who need to solve for, address and advance any number of systems and/or data challenges, and they are open to embracing service providers located anywhere across the globe to get the work done.
On another side, with a Service Provider account, MeasureMatch is for consultancies, agencies, system integrators and independent consultants to provide exceptional systems & data professional services.
The third entry point into MeasureMatch, the Partner Exchange, is for SaaS and enterprise software vendors, and a growing number of other types of organizations, to use a set of tools grow and deepen service provider relationships for customer success, go-to-market partnerships, and more.
The consultants, consultancies, agencies & SIs in our global network execute important systems and data project work including, but not limited to:
- Select and deploy a data warehouse solutions like Snowflake, BigQuery and others
- Set up dashboards in Power BI, Tableau or Google Data Studio
- Power customer data collection using RudderStack, Segment, Tealium or similar
- Implement product analytics solutions like Mixpanel or Amplitude
- Build data pipelines in Azure, AWS and Google Cloud
- Transform data using dbt, Fivetran and similar
- Plus heaps of data & analytics services reaching into complex AI/ML initiatives
The MeasureMatch global network of professionals is highly skilled, many are certified service providers with proficiencies across more than 3,000+ tools and products including the Adobe Experience Cloud stack, the Google Marketing Platform and Google Cloud suite of tools, Segment, Mixpanel, Intercom, Hubspot, DOMO, Power BI, Tableau and 1,000s more.
It's easy and incredibly fast to find and book an incredibly valuable professional services partner through the MeasureMatch marketplace platform.
And, because we handpick and screen all service provider applicants, or they are invited by technology vendors participating in the MeasureMatch Partner Exchange, we're seeing more than 95% of contracts rated 5 full starts by clients (as of 1 March 2022).
Whether it's Salesforce, Microsoft Dynamics, HubSpot, Intercom or Freshsales skills you need - to name a few in our most popular services category (CRM & Marketing Automation), MeasureMatch has the skills and pros you need.
3,000+ skills across 5,000+ systems & data services professionals are accessible via the MeasureMatch marketplace and partner platform.
You'll have direct, seamless and flexible access to a highly-skilled, verified workforce of independent consultants, consultancies, agencies and even system integrators, each armed with the skills to advance customer and product data collection, data engineering, data pipeline management, marketing analytics, marketing automation, personalization, programmatic media investment management and much more.