Pipedrive Premier Partner
The path from initial contact with leads to securing the sale should be a straight line. But if your CRM isn't optimized, you could be losing time and losing sales. Get back to efficiently converting leads to sales with an Ops Designed Pipedrive Working Session.
When your systems and your salespeople aren't reliably tracking every opportunity, the gaps add up fast. An unoptimized Pipedrive tends to leave you with:
Stop hiring for it or digging around the internet for answers. In one focused 90-minute session, we'll tune Pipedrive around how your team actually sells so you can:
Send the right message at the right time — and lift your conversion rates.
Get answers to your burning Pipedrive questions, customized to your team and your sales process.
Stop missing leads, appointments, and sales opportunities.
Maximize Pipedrive to grow your sales and strengthen customer relationships.
We take your real Pipedrive questions and answer them for your business, your team, and your sales process. Sessions often cover topics like these.
Organizations, People, Deals, Pipelines, and detail fields are the foundation of a sales process your reps can follow and you can measure. We'll review your current setup — too many pipelines? not using Organizations? unsure about the Leads Inbox or custom fields? — and shape it so your data works for you for the long term.
Finally build the reports you've been needing. We'll help you spot your best lead sources, top-performing reps, and most popular products, and answer questions like how long it takes to win a deal, who's closing and bringing in the most revenue, and how sales are trending over time.
Pipedrive has loads of features, but not all of them matter for your business. We'll help you prioritize the biggest needle-movers — when to use multiple pipelines and how to define stages, the right email-sync settings, what really happens when you mark a deal won or lost, and how workflow automation can support your reps.
Ops Designed is a certified Pipedrive Premier Partner. The tips, quick wins, and structure we share in a single 90-minute session help you:
Optimize your pipelines, stages, and detail fields, and decide how your company should use Leads, Organizations, People, and Deals — the crucial step to measuring performance down the road.
Learn how to build valuable reports and dashboards — so you can reward your best performers, thank your best referrers, and make decisions with real data.
Put a system in place that's more efficient at turning leads into sales — and that actively supports your reps so more deals reach the finish line.
Before your live session, Liz researches your industry, business model, and sales process, then builds an agenda focused on the features that will save you time, improve reporting, and help you win more business.
Tailored to the priorities you share in advance through a short intake survey. We move as quickly or as slowly as works for you, and you get a video recording afterward for personal refreshers and new-hire training.
We'll walk through whether your business should use Organizations, who should be captured as People, when to create deals, and how and where to store lead data.
How-to guides, videos, and other resources matched to the needs of your individual business.
Ops Designed is owned and operated by Liz Peterson, who has been working with Pipedrive since 2017. Her years of experience — paired with a love of process design and efficiency — cut your Pipedrive learning curve from weeks down to hours.
Top Rated on Upwork with a 100% job-success score, Liz uses her deep knowledge of Pipedrive and the tools it integrates with to help you streamline sales, free up your time, and make more informed decisions. Every session is backed by a 110% money-back guarantee, so you can book with confidence.
Book a session with Liz →“Her knowledge and expertise in Pipedrive are deep and truly remarkable. She gave us invaluable tips on best practices — what's actually applicable versus advertised — and implemented solutions on the spot during the meeting. She took the time to understand our requirements and went above and beyond to make sure we're getting the most from our software.”
“I spent 90 minutes with Liz walking through our current use and new potential uses for Pipedrive. She was amazing! She was able to explain things in a way I could understand and spent as much or as little time on each topic as I needed, so I could do it myself going forward.”
“Whoa, Liz knows Pipedrive. She's confident, fast, and knows her stuff. I wish we'd used her from the start. Spending 90 minutes with her clarified the trajectory of our sales pipeline and showed us exactly where to invest next.”
1–20 person sales teams that:
The session comes in three parts:
A Strategy Session packs a huge amount of value into a fraction of the cost. Beyond the 90 minutes, Liz does pre-work tailored to your team and sends a resource-rich report full of additional recommendations. After the session, you always have the option to book additional time.
You'll receive a calendar invite and a confirmation email with your Zoom link. Then you complete the Pre-Session Intake Assessment (about 15 minutes). Liz reviews your submission and curates your session to make the best use of your 90 minutes — after that, you just join the call at the scheduled time.
Get in touch to book your session. You'll be routed to fill out the intake form so we have everything needed to prepare, and from there we'll put together the most effective (and quickest) plan to scale your business using Pipedrive.
Yes. We currently have a 100% job-success score, and we back every session with a 110% money-back guarantee. If you're unsatisfied and feel your session wasn't worth your time, email liz@opsdesigned.com and we'll make it right.
Stop wasting time and stop fighting your CRM. Book a Pipedrive Strategy Session and get to the heart of how Pipedrive can finally work for you, not against you.
Book a Strategy Session