My productivity is up and my downtime has all but disappeared

As a business owner, I work for multiple clients in a Business Development Function. Prior to working with Kelly, I found myself getting somewhat overwhelmed with the different client requirements and my perceived ability to cope with what I thought were complex CRM issues.

The impact that Kelly had was almost instant, within a matter of days I found that I was getting so much more completed and spending a lot less time problem-solving. Something as simple as loading up data was taking an absolute age with ‘’import, error, export, re-import’’ being a constant theme. Now I get it done the first time every time and the results speak for themselves.

The most valuable thing that I have achieved by using better process practices in Pipedrive and automation is that my productivity is up and my downtime has all but disappeared.

My biggest fear about using a consultant was time versus cost versus payback which in hindsight look so stupid. If you’re on the fence about working with Kelly to help you implement better digital processes and automation in your business then I would like to suggest that you bite the bullet and just do it.

Our system is now set up for growth.

As CRM Manager I was tasked with getting functionality out of Pipedrive as a system that had been set up initially for a very different product and sales process. I wanted to create effective workflows that could be automated so that essential and repetitive sales tasks were managed by the system, not people. We are a small start-up company and needed to have a system that would do the heavy lifting in terms of the sales process. Kelly offered advice on how to get the best out of the system as well as value for money. She offered a deep understanding of Pipedrive and gave me easy solutions and alternatives to help solve the issues I was having. Introducing me to Zapier for automations and training me in building these automations for each segment of our market. Kelly showed me how best to organise the system that set us up for growth. From the early days of our conversations, Kelly offered me easy quick wins and fixes as well as a plan for utilizing Zapier and other complex elements that were unique to our business.

Kelly helped us get the most out of Pipedrive

We needed someone to help us as we moved up to a different tier of Pipedrive - to sense check all the ways in which we used it and to make sure we were approaching everything in the most rational and the most efficient way possible. Kelly walked us through everything with great rigour (and a welcome light touch attitude!) - and we really valued her incisive input at every stage. Kelly also helped us optimise some of our Zapier automations linked to Pipedrive. We have emerged from our time together with a lot more confidence in what we are doing and feel very secure in the foundations we have laid for our CRM as the company grows.  Thank you!

Pain Relief!

Part of my role at Litmus is to look after all existing clients and bring onboard new leads. Before we started working with Kelly, it was very time consuming to find new leads via the usual platforms and emailing them all individually took up the majority of our time. We needed to find a way to speed up this process creating a pain-free environment! We chose to work with Kelly as we were looking for an expert who understood what we were trying to achieve. Kelly simplified the whole process by introducing us to Zapier and Pipedrive automations saving time which also means saving money!! As a result of working with Kelly, some of the tangible benefits results are time-saving, better organisation, the ability to use all of Pipedrive and Zapier’s features empowering the team to use the systems without expert help ongoing, and most importantly, sales growth.