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
Frequently Asked Questions
Does MeasureMatch quality control new service providers?
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.
Why book consultants or consultancies via MeasureMatch?
It's easy and incredibly fast to find and book a pro via the MeasureMatch marketplace platform. And, because we interview all service providers, or they are invited by particpating technology vendors, we're seeing greater than 95% of contracts rated 5 full starts by clients (as of 1 November 2020).
Whether it's Salesforce, Microsoft Dynamics, HubSpot, Intercom or Freshsales skills you're after - to name a few in our hottest category of services (CRM and marketing automation) - MeasureMatch has skills and pros you need.
3,000+ skills across around 4,000 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 systems integrators - each armed with the skills to advance data collection, data engineering, data pipeline management, marketing analytics, marketing automation, personalization, programmatic media investment management and much more.
Which services can clients contract via the MeasureMatch marketplace platform?
The consultants, consultancies, agencies & SIs in our global network, approaching 4,000 in 60+ countries (as of early November 2020), execute important systems and data project work including, but not limited to: CRM systems deployments and revamps, CRO, data cleaning, marketing performance reporting, identity resolution setup, machine learning for predicting and optimizing customer behaviors, marketing automation systems implementations, social media analytics, CX analytics, web analytics and much much more.
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.
Who should sign up to MeasureMatch?
On one side, MeasureMatch is for independent consultancies, agencies, systems integrators and independent consultants.
On another side, the platform is for companies that 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.
Lastly, the third entry point into MeasureMatch is for SaaS and enterprise software vendors to leverage a set of tools grow and deepen serice provider relationships.