Pipedrive keeps your sales team focused on the right deals at the right time, with a visual pipeline, AI-powered guidance, and automation that eliminates the admin so your team can do what they do best - sell.
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Optimate.me is a certified Pipedrive partner, helping New Zealand and Australian businesses implement, customise, and get the most from Pipedrive CRM.
As an accredited Pipedrive partner, our team has guided hundreds of companies, from distribution and manufacturing through to professional services, through successful Pipedrive deployments that stick.
We serve clients across New Zealand and Australia, with offices in Auckland and Brisbane and consultants based in Sydney and Melbourne.
Whether you're starting fresh or untangling a poorly configured setup, we bring the expertise to make Pipedrive work the way your sales team actually works.
From implementation and configuration to training and ongoing support, we work closely with our clients to design tailored CRM solutions that streamline sales workflows, boost sales productivity, and enhance sales performance.
With Pipedrive's intuitive interface and robust features, combined with our industry expertise, businesses across New Zealand and Australia can effectively manage their sales pipeline, close deals faster, and achieve their sales targets.
See how Optimate.me helped Haines Hunter, one of New Zealand's most iconic boat brands, transform their sales operation with Pipedrive. Faced with a growing customer base and a fragmented sales process, Haines Hunter needed a CRM that could keep up. In this short video, see how Optimate.me implemented Pipedrive to give their team full pipeline visibility, streamlined deal tracking, and the confidence to scale.
Focus on the steps that will bring you there rather than the destination, the sale. Anything that advances your deals toward closure is considered a sales activity. A phone call, lunch, a meeting, an email, or anything in between can be used. Schedule plenty of activities and let Pipedrive remind you what to do next.
Helps you set up your pipeline stages in no time
Your sales process is represented visually by your pipeline. It can be completely altered to meet the way you work. Choose a template or name the stages after the actions you follow for deals to conclude. You're now prepared to fill it with sales.
Helps you track progress towards goals
Pipedrive acts as a coach by keeping tabs on your performance as you complete tasks and move deals forward. It determines your average conversion rate so you may know how many fresh leads to obtain and what tasks to finish in order to reach your goals. Real-time reports let you know if you're on track and allow you to change your course as necessary.
Watch a case study video about how optimate.me helped Haines Hunter scale their business with the best software for their needs - Pipedrive.
Read more...Haines Hunter recognised the need for a robust CRM platform that would consolidate customer information and streamline the sales pipeline. Learn how optimate me helped them choose the best software, implement it and train their staff.
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