Atlas Technology Services
Pipedrive Implementation
for Consulting Company
Pipedrive CRM deployment for Czech branch of a Life Sciences consulting firm. Office 365 connection, workflows for long sales cycles, dashboards and training.
2+ years
Duration
Challenge
Czech branch of a global Life Sciences consulting firm had no CRM. Sales opportunities were tracked in emails and spreadsheets. Sales cycles last months, contracts have high value and management needed pipeline visibility.
No CRM, sales managed through emails and spreadsheets
Sales cycles lasting months with high-value contracts
Need to connect with Office 365 (email, calendar, contacts)
Management without pipeline visibility
Growing team requiring standardized processes
Solution
We deployed Pipedrive, connected it to Office 365 and set up a pipeline matching the length and structure of their sales cycles. We trained the team and have been providing support since.
Pipedrive configuration with custom fields for Life Sciences projects
Email and calendar sync via Office 365
Pipeline and stages matching consulting project structure
Dashboards for performance and pipeline tracking
Team training on real business cases
Ongoing support during branch growth
Technologies Used
Results
Sales opportunities in one place instead of emails
Management sees pipeline status in real time
Office 365 sync without manual data entry
10+ customizations tailored to sales processes
Team follows a standardized process
System grows with the branch, we continuously extend it
Impact
Branch moved from emails and spreadsheets to a working CRM in weeks. Management has pipeline visibility, team follows a unified process. We continuously extend the system as the branch grows.
