Atlas Technology Services
Pipedrive Implementation
for Consulting Company
Pipedrive CRM implementation with Office 365 integration for life sciences consulting. Tailored for long sales cycles, dashboards, team training.
2+ years
Duration
Challenge
Czech branch of global life science consulting firm needed to implement Pipedrive CRM for efficient sales opportunity management in demanding pharmaceutical sector. It was necessary to integrate CRM with Office 365 ecosystem, customize workflow to specific consulting project needs and ensure team can effectively manage complex sales cycles typical for life sciences industry.
CRM implementation for specific life sciences consulting needs
Office 365 integration (email, calendar, contacts)
Workflow setup for long and complex sales cycles
CRM customization for consulting project management
Team training in CRM usage within pharmaceutical industry context
Reporting setup for global company management
Solution
We implemented comprehensive Pipedrive CRM solution customized to specific life sciences consulting needs. We configured Office 365 integration, created workflow reflecting complex sales cycles in pharmaceutical industry and trained team in efficient CRM usage. We provide ongoing support and consulting for process optimization according to evolving branch needs.
Pipedrive CRM implementation and configuration for life sciences sector
Office 365 integration for automatic communication synchronization
Custom fields setup specific to consulting projects
Workflow creation for long sales cycles typical in pharmaceutical industry
Pipeline and stages configuration matching consulting processes
Reporting and dashboards setup for local and global management
Team training in context of life sciences business processes
Ongoing support and optimization during branch expansion
Technologies Used
Results
Successful Pipedrive CRM implementation for life sciences consulting
Full Office 365 ecosystem integration
10+ customizations tailored to specific industry needs
Workflow optimized for complex sales cycles in pharma sector
Efficient reporting for local and global management
Flexible solution supporting Czech branch growth
Impact
Pipedrive CRM implementation specially customized for life sciences consulting brought Czech branch efficient tool for managing complex sales opportunities in pharmaceutical sector. Office 365 integration and workflow optimized for long sales cycles typical for consulting projects simplified team work. Flexible solution with ongoing support enables branch to grow efficiently and report results to global management.
